Tag · 73 stories
Every story tagged AI Infrastructure on AI Chat Daily.
The preliminary update puts the quarter $4 billion above the top of the company's own August guidance, with gross margin running above plan too.
Validation engineer Sakeena Fiza describes the hunt for hardware failures on boards with tens of thousands of components and racks approaching 500,000.
A Data & Society field study finds Pennsylvania residents resisting AI infrastructure across ideological lines, driven by power bills and property values.
A new Basel Action Network report says prior AI e-waste estimates missed 87% of data center infrastructure, dramatically expanding the trash forecast.
Grays Ferry residents who lived next to the East Coast's largest oil refinery are organizing against two proposed AI data center sites.
The added charge lands as Oracle pours capital into data centers to service its Stargate commitment and cloud backlog.
The proposed loan would mark one of the largest direct federal financings of AI compute infrastructure to date.
Tata Consultancy Services' infrastructure arm is placing one of India's largest bets yet on domestic AI compute capacity.
The British AI compute provider wants $1.5B in convertible notes and $2B more from Nvidia before going public.
The neocloud's third GPU-backed loan this year points to a debt-fueled AI infrastructure race now topping $400B globally.
New Play Store thresholds land in February 2027, with Zero Tap Sign-In mandatory by April 2027 as memory supply tightens.
Jensen Huang's company tells investors the AI capex cycle has years left, guiding to 70% top-line growth into next year.
The six-year rental is Anthropic's fifth major compute pact in eight months as it races to keep pace with OpenAI.
The electrical connection and protection supplier is doubling down on AI data center infrastructure with its largest deal to date.
The raise would rank among the largest secondary equity offerings in Hong Kong this cycle, earmarked for AI infrastructure and model spend.
The startup wants to be the reference index for GPU rental, with CME compute futures set to launch October 5th pending regulatory approval.
The Bill Gates-founded startup will announce its first data center customer this year, betting a 345-MW reactor with thermal storage beats rivals on load-following.
The world's largest memory maker is passing AI-driven scarcity through to foundry and memory customers in the steepest hike since the 2021 shortage.
The Nvidia-backed round marks a new valuation floor after Nvidia's $20B licensing deal stripped out Groq's founding team.
Jensen Huang commits Nvidia's balance sheet to secure land, power and shell at PORTS-Pike, with OpenAI as the tenant through 2030.
The semiconductor equipment maker is doubling down on next-generation chipmaking tools as AI accelerator demand strains fabrication capacity.
Jensen Huang gets Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to fund the buildout — in exchange for covering 25% of any collateral shortfall.
The letter positions OpenAI alongside Texas as the state courts data center buildouts and hyperscaler investment.
GW Ranch, a 7.65-gigawatt gas plant in Pecos County built to feed one Amazon site, holds a permit exceeding the largest US coal plant.
The Visakhapatnam build is Google's largest AI infrastructure bet in India, and local objections are mounting before construction begins.
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