Gigawatt campuses, power grids, cooling and the trillions being poured into AI compute buildouts.
516 articles
Nvidia has reportedly notified major customers that servers containing its AI chips will become more than 15% more expensive in many cases. The increases are expected to apply to systems shipped early next year, including configurations using Vera Rubin and Grace Blackwell chips, amid soaring memory costs.
SCMP Technology · 28d ago
Cerebras Systems introduced a new, faster computer powered by its own AI chips. The company says the system widens its performance advantage over Nvidia-based equipment.
Bloomberg Technology · 32d ago
NVIDIA and OpenAI are reportedly nearing an agreement to finance a large data center campus in Ohio. The revised structure would have NVIDIA guarantee only half of the planned financing, rather than the full amount initially considered.
cnBeta (Full RSS) · 35d ago
Reports from Bank of America and UBS indicate that NVIDIA's upcoming Vera Rubin Ultra Kyber rack could contain 340.4TB of total memory. Rising memory prices and architectural changes reportedly push LPDDR5X procurement costs above those of HBM4E, with the rack's total build cost potentially reaching $41.6 million.
cnBeta (Full RSS) · 39d ago
China’s server vendors are being reordered as more capital flows into AI infrastructure. However, not all AI infrastructure spending reaches traditional server manufacturers.
钛媒体 · 39d ago
Point2 Technology has raised $136 million in total Series B financing to commercialise RF cables designed for AI data centres. The company says the cables offer greater reach than copper and lower latency than optical connections.
The Next Web (TNW) · 40d ago
Intel’s flagship Diamond Rapids server processor, also known as Xeon 7, is reportedly being developed with up to 256 performance cores. The chip is intended to compete directly with AMD’s next-generation EPYC Venice platform.
cnBeta (Full RSS) · 41d ago
Samsung Heavy Industries and Dallas-based Mousterian signed an engineering agreement to design a floating data center, with the first project planned for Texas. The concept aims to address AI infrastructure constraints around land and water.
The Next Web (TNW) · 44d ago
耐士勞新任總裁李建提出三項戰略：整合戶外庭院品牌、自研激光雷達，以及布局四足機器人。公司希望從產品導向轉型為由技術與場景驅動的機器人生态企業。
钛媒体 · 16d ago
Sunshine Digital Technology plans to invest up to 980 million yuan to build the Sunshine Intelligent Computing Center in Xingning, Guangdong. The facility is expected to begin operations in October 2027, but the company highlights approval, financing, cross-industry, and continued-loss risks.
36氪 · 47d ago
South Korea is allocating 20 trillion won to its sovereign wealth fund to bolster domestic AI, data center, and infrastructure capabilities. This move marks a strategic shift to include domestic assets to support the nation's technology sector following market volatility.
Bloomberg Technology · 51d ago
Shanghai IEDG has officially launched the Intelligent Computing System Architecture Alliance at WAIC. They also released the 'Super Node System Architecture Specification' to standardize large-scale computing infrastructure.
量子位 · 60d ago
The National Energy Administration is prioritizing the integration of green energy with AI computing power. The strategy focuses on 'compute-electricity synergy' to handle the massive energy demands of future AI training and inference workloads.
36氪 · 63d ago
SpaceX is reportedly in negotiations to provide computing infrastructure to the U.S. Department of Defense.
Bloomberg Technology · 64d ago
The article discusses the shift of AIDC (AI Data Centers) into the GW (Gigawatt) scale era. It emphasizes that building these centers is no longer just a hardware arms race but a test of comprehensive system engineering capabilities.
钛媒体 · 65d ago
Apple's internal AI server chip project, codenamed Baltra, has been delayed. The project was originally scheduled for launch this year.
36氪 · 65d ago
Google announced its largest solar and battery energy storage procurement project in Arkansas. This initiative aims to support the massive power demands of their data centers, which are increasingly located near energy-intensive AI infrastructure.
cnBeta (Full RSS) · 66d ago
Elon Musk has acquired a gas turbine manufacturer to bolster energy capabilities. This move is intended to provide a dedicated, reliable power source for xAI's massive data center operations.
Engadget · 66d ago
DapuStor, a storage technology company, expects a net profit of 1.2 billion to 1.35 billion RMB for the first half of 2026, marking a significant turnaround from the loss reported in the same period last year.
36氪 · 66d ago
WAIC 2026 highlights the evolution of China's domestic AI infrastructure, moving from individual chip competition to large-scale system integration. The showcase features Sugon Dawn and Hygon processors powering 100K-card-scale computing clusters.
Pandaily · 66d ago
Samsung SDI is converting an existing battery production line at the StarPlus Energy plant in Indiana to produce 300Ah LFP batteries for Tesla's Megapack. The project is expected to be operational by Q2 2027.
36氪 · 66d ago
A major power auction by a grid operator reveals that the massive electricity demands of data centers will lead to $6.3 billion in additional costs for consumers and businesses. This highlights the growing tension between AI infrastructure expansion and local energy grid capacity.
New York Times Technology · 66d ago
Governor Kathy Hochul has signed a moratorium blocking new environmental permits for hyperscale data centers over 50 megawatts in New York. This one-year pause aims to allow the state to develop regulations addressing energy price hikes and environmental impacts.
The Verge · 67d ago
US-based data center operator GMI Cloud is pursuing a $635 million loan secured by its GPU assets. This move highlights the growing trend of using AI hardware as collateral to fund infrastructure expansion in Asia.
Bloomberg Technology · 67d ago
SenseTime has pivoted from traditional project-based computer vision to a heavy-asset AI cloud infrastructure provider. Despite recent financial improvements, the company is now aggressively offering free token plans to capture market share in a competitive landscape.
虎嗅 · 67d ago
Inspur Information has unveiled new infrastructure capable of supporting 40,000 agents per cabinet. The release also includes CPU-native liquid cooling systems and multi-modal fusion super-nodes to enhance large model collaborative performance.
量子位 · 68d ago
Meta is significantly expanding its Richland Parish, Louisiana data center to reach 5GW of compute capacity. This infrastructure investment aims to support the company's growing AI and compute demands while fostering local economic development.
Meta Newsroom · 68d ago
Lumen has finalized its acquisition of Alkira, a cloud-native networking provider. The integration aims to simplify connectivity management across cloud, data center, and edge environments through a unified control plane.
Bloomberg Technology · 71d ago
The National Energy Administration released an action plan to promote energy conservation and carbon reduction from 2026-2028. It encourages long-term green power contracts and aggregated trading to optimize clean energy consumption.
36氪 · 71d ago
Meta has officially begun construction on its first Canadian data center located in Sturgeon County, Alberta. This 1GW facility is specifically optimized for AI workloads and marks the 33rd data center in the company's global infrastructure.
Meta Newsroom · 73d ago