Tag · 68 stories
AI Infrastructure
Every story tagged AI Infrastructure on AI Chat Daily.
AI Infrastructure — page 2
Naver jumps 10% after Nvidia unveils $1 billion investment plan
The Korean internet group's shares surged in Seoul after Nvidia disclosed plans to put $1 billion into the company's AI buildout.
3 gigawatts of data centers dropped off the PJM grid in 30 seconds
A single downed power line near DC triggered a cascade that took 11 minutes to stabilize, twice the scale of a 2024 event.
IBM mainframe revenue drops 42% as customers divert budgets to AI hardware
IBM's stock fell 25% in its biggest single-day decline ever after AI-driven price hikes on data center gear pulled cash away from mainframe upgrades.
AMD commits up to $5 billion to Anthropic in 2-gigawatt chip deal
Anthropic will deploy 2 gigawatts of AMD Instinct MI450 GPUs starting in 2027, adding a second major silicon supplier alongside Nvidia.
NextEra, Duke, and 200 utilities sign Trump's AI electricity pledge
Signatories now cover 80% of US power delivery, but the voluntary pledge carries no penalties and states set the rates.
Bristol Myers buys Nvidia's newest AI computing system for drug research
The pharma giant becomes an early customer for Nvidia's latest AI hardware, deploying it to accelerate small-molecule and biologic discovery.
Upper90 lends General Compute $400M against inference chips, not GPUs
The firm that pioneered GPU-backed lending in 2021 is now betting on SambaNova's SN50 silicon as the next collateral class.
Databricks lands funding at a $188 billion valuation
The data and AI platform's new mark cements its place among the highest-valued private companies in the AI stack.
Reflection signs $1B compute deal with Nebius for Nvidia chips
The open-weight model startup, valued at $8B, adds Nebius capacity weeks after locking in SpaceX compute access.
Nvidia pitches performance per watt as the AI factory's decisive metric
GB300 NVL72 delivers up to 25x performance per watt over Hopper as power becomes the binding constraint on inference economics.
SoftBank's Masayoshi Son says AI will need $5 trillion a year by 2040
The SoftBank founder dismissed bubble talk, arguing annual AI capital requirements will scale into the trillions within 15 years.
SK Hynix CEO warns 2027 will bring the worst memory shortage on record
The chipmaker says AI-driven demand for HBM and DRAM will outstrip supply beyond 2030, tightening a market already running hot.
Meta commits C$13B to Alberta data center, its first in Canada
The build marks Meta's entry into Canadian AI infrastructure, with Alberta's cheap power and cool climate winning out over rival provinces.
Google's electricity use jumped 37% in 2025 as AI buildout accelerates
Data centers consumed 42 million MWh, more than New Zealand or Denmark; operational emissions still fell 2%.
Nvidia opens AI-factory model with Sharon AI and Firmus taking 210,000 GPUs
Nvidia is fronting infrastructure to AI clouds in exchange for revenue sharing, with Sharon AI booking 40,000 GB300s and Firmus scaling to 360 MW.
Samsung and SK Hynix anchor $900B South Korean AI and memory push
Seoul unveils a national plan: $518B for four new memory fabs, $52B for HBM packaging, and $356B for AI data centers through 2035.
Micron overtakes Meta and Tesla in market value on AI memory demand
The memory maker's rise reflects how HBM has become the gating resource for AI training, not GPUs alone.
Electricians wiring AI data centers split over the work
IBEW workers are powering the AI buildout, but a growing online debate questions whether the paychecks are worth it.
Smartbird, the AI company formerly known as Allbirds, names Nadia Carlsten CEO
The shoe brand sold its footwear business for $43M and raised $100M to become an AI infrastructure provider with no team yet.
Nvidia raises $25B in first bond sale since 2021 as AI debt market swells
Orders topped $85B for the seven-part offering, letting Nvidia tighten pricing and triple its outstanding debt to about $30B.
AT&S commits up to €2B to Malaysia plant to ride AI chip demand
The Austrian substrate maker bets on Southeast Asia capacity to serve AI accelerator customers chasing Nvidia-class packaging.
Shelbyville mayor calls data center opponents' homes 'shitty' on camera
Scott Furgeson dismissed yard-sign protests against a $2 billion build as coming from rentals; residents pushed back on local TV.
New York passes one-year data center moratorium, awaits Hochul signature
The bill would be the first statewide ban of its kind, freezing projects above 20 megawatts while the state studies AI infrastructure impacts.
Kevin O'Leary halves Utah's Project Stratos data center to 20,000 acres
After pressure from Utah's Senate president, O'Leary will cut 19,430 acres — but the footprint still exceeds Manhattan.
Stay ahead of everyone in AI.
The tightly edited AI news email engineers, founders, and investors actually open. One email. Every weekday. Five minutes to finish.
The briefing read inside teams at