Gigawatt campuses, power grids, cooling and the trillions being poured into AI compute buildouts.
516 articles
Wuhan's industrial output and profits have seen massive growth, driven by the 'Optics Valley' cluster's focus on optical communication, modules, and storage technologies essential for AI infrastructure.
虎嗅 · 75d ago
Meta is reportedly exploring the launch of a cloud computing service, tentatively named Meta Compute. This move signals a strategic shift to monetize its massive GPU infrastructure investments.
量子位 · 76d ago
Nvidia's key server assembly partner, Hon Hai Precision Industry, reported quarterly sales that exceeded market expectations. This growth highlights the sustained and robust demand for AI-related hardware infrastructure.
Bloomberg Technology · 76d ago
China's CFETR project has successfully produced 100% domestic superconducting magnets. The project now aims to achieve its first nuclear fusion power generation by 2030.
Pandaily · 76d ago
A Meta data center construction site in Cheyenne, Wyoming, contaminated the local water system with rare Cupriavidus gilardii bacteria. The incident forced the city to suspend its reclaimed water system for months while cleanup operations were conducted.
IT之家 · 77d ago
Reports indicate that OpenAI failed to conduct site visits for its flagship UK data center project, Stargate UK, before its public announcement. This raises concerns regarding the level of due diligence performed for major AI infrastructure investments.
The Next Web (TNW) · 77d ago
BOE has established a dedicated project team for Micro LED optical interconnect systems and glass-substrate CPO technology. The company is collaborating with Corning to advance glass-based packaging and optical interconnects.
IT之家 · 78d ago
Pengding Holdings plans to raise up to 9.6 billion RMB through a private placement. The funds will be dedicated to the production of high-density interconnect (HDI) boards for AI servers and high-speed optical modules.
36氪 · 78d ago
Crusoe is reportedly seeking $3 billion in new funding, which would triple its valuation to approximately $30 billion. The company is known for its infrastructure work that powers AI data centers.
The Next Web (TNW) · 78d ago
QTS, a Blackstone-owned data center operator, has officially terminated its Digital Gateway project in Prince William County, Virginia. The company has withdrawn all legal filings associated with the development, ending a long-standing dispute.
The Next Web (TNW) · 78d ago
The fiber optic sector, including major players like Tongding Interconnect, experienced a significant market correction. The downturn is driven by concerns over new glass-based interconnect technologies and shifting market expectations regarding AI-driven demand.
虎嗅 · 78d ago
SanDisk has begun sampling its 10th generation BiCS10 1Tb TLC 3D NAND flash memory. The new architecture features 332 layers, significantly improving storage density, speed, and power efficiency for modern computing.
cnBeta (Full RSS) · 79d ago
The University of New South Wales (UNSW) is facing a drastic 95 percent reduction in its Microsoft 365 storage capacity. Analysts suggest this move is part of Microsoft's broader strategy to reclaim data center resources to support the ongoing AI infrastructure boom.
iTNews Australia · 79d ago
Seattle-area startups Helion and Zap are racing to develop commercial fusion energy to meet the massive power demands of AI data centers. The industry is shifting toward smaller-scale reactors and hybrid nuclear strategies to hit a 2028 deployment target.
GeekWire · 79d ago
Pembina Pipeline Corp. is moving forward with a C$4.6 billion project to build a gas-fired power plant in Alberta.
Bloomberg Technology · 79d ago
Corning has introduced 'Glass Bridge', a new technology designed to optimize optical interconnects in wafer manufacturing. This innovation aims to significantly reduce costs and improve performance in high-speed data transmission.
钛媒体 · 79d ago
Vocus is launching a $500 million investment project to expand its fibre infrastructure. The expansion specifically targets locations optimized for high-demand AI workloads.
iTNews Australia · 81d ago
The China Academy of Information and Communications Technology (CAICT) has launched the industry's first evaluation benchmark specifically for AI infrastructure operations. The framework currently supports performance and stability testing for five mainstream domestic AI chips.
量子位 · 81d ago
Investment firm Ardian SAS is committing over €3 billion to develop new data center infrastructure in the Nordic region. The move is driven by the area's abundant land availability and competitive energy pricing, which are critical for scaling AI and cloud workloads.
Bloomberg Technology · 82d ago
Omen AI has secured $31 million in Series A funding to develop technology that monitors chip coolant systems. The platform aims to prevent bacterial outbreaks and improve operational efficiency in data centers.
TechCrunch AI · 82d ago
Blackstone-backed data center operator AirTrunk is reportedly preparing a confidential filing for an IPO in Singapore. This move is expected to be one of the largest public offerings in the region in recent years.
Bloomberg Technology · 82d ago
Tesla CEO Elon Musk and Apple CEO Tim Cook have expressed concern over the unprecedented surge in memory hardware prices. This trend poses potential challenges for AI infrastructure scaling and hardware costs.
cnBeta (Full RSS) · 84d ago
SoftBank Group CEO Masayoshi Son aims for a 1,000 trillion yen asset value, identifying power supply as the primary bottleneck for AI infrastructure. The company is exploring a potential stake in TEPCO to secure stable energy for domestic AI data centers.
ITmedia AI+ (日本) · 85d ago
The US Federal Communications Commission (FCC) has implemented stricter regulations regarding submarine communication cables. These changes are designed to restrict Chinese companies from supplying critical networking equipment.
iTNews Australia · 86d ago
Moody’s Ratings warns that the rapid expansion of data centers is straining local power and water resources. This infrastructure demand creates new credit risks for state and municipal governments.
Bloomberg Technology · 86d ago
Sharp is exploring the possibility of branding AI servers manufactured by Foxconn as 'Sharp' products for the domestic market. This move signals a strategic shift in their hardware business model.
ITmedia AI+ (日本) · 86d ago
Microsoft has significantly improved the water efficiency of its data centers over the last two decades. This initiative addresses growing public concern regarding the environmental impact of large-scale AI infrastructure.
GeekWire · 87d ago
As AI compute demands push chips to their physical thermal limits, traditional air cooling is becoming insufficient. The industry is undergoing a shift toward liquid cooling to sustain high-performance computing.
钛媒体 · 87d ago
China Telecom has awarded a major procurement contract for 40,000 high-performance servers to domestic suppliers, including Huawei. This move highlights the accelerating shift toward domestic hardware as Chinese state firms replace US-made technology.
SCMP Technology · 87d ago
CATL is prioritizing the deployment of sodium-ion batteries this year to support the massive energy demands of AI infrastructure. The company is also exploring ways to utilize computing power from idle electric vehicles.
Bloomberg Technology · 87d ago