SK Hynix Targets $14 Billion US Listing as Early as August
SK Hynix, Nvidia’s largest memory partner and the HBM market leader, awaits SEC clearance for an ADR listing as its stock trades at a persistent Korea discount
AI Infrastructure
AI infrastructure refers to the combination of hardware, software, and cloud systems that provide the computing foundation needed to build, train, and deploy artificial intelligence models. It includes powerful GPUs, TPUs, data storage, networking, and specialized frameworks optimized for large-scale machine learning. Modern AI infrastructure supports the full lifecycle of model development — from data preprocessing and training to deployment and monitoring. Cloud providers such as Google, AWS, and Microsoft Azure have built robust AI infrastructure platforms that enable organizations to scale workloads efficiently and securely. As AI systems grow more complex, scalable infrastructure has become a strategic asset, powering breakthroughs in generative AI, automation, and enterprise applications.
SpaceX Pitches Vertically Integrated AI Stack, Including Data Centers in Orbit
SpaceX is pitching investors on a vertically integrated AI strategy spanning chips, data centers and even compute satellites in orbit, bankrolled by Starlink’s profits.
OpenAI Weighs $500 Billion Nvidia-Backed Ohio Data Center Lease
OpenAI is negotiating a 10-gigawatt Ohio data center lease that could cost at least $500 billion, with Nvidia guaranteeing the financing in one of the largest AI infrastructure bets yet proposed.
SpaceX Reveals Orbital AI Data Center Specs During IPO Week Roadshow
By
Olivia Grant
• 4 mins read
SpaceX has released its most detailed look yet at a planned orbital AI data center satellite, unveiling a 70-meter-wingspan structure during the same week the company is pitching investors on a $1.75 trillion public listing.
OneSoil and Rainbow Weather Launch AI Rainfall Forecasting for Farmers
By
Laura Bennett
• 2 mins read
OneSoil has partnered with Rainbow Weather to bring hyperlocal AI-powered rainfall forecasting to farmers worldwide, helping improve field operations and reduce weather-related losses.
Morningstar Says SpaceX May Be Worth Less Than Half Its IPO Target
By
Samantha Reed
• 3 mins read
Morningstar has valued SpaceX at $780 billion, far below the company’s reported $1.75 trillion IPO target. The research firm cited uncertainty around SpaceX’s AI business, Starlink’s long-term prospects, and unproven technologies.
Alphabet Plans $80 Billion Stock Sale to Expand AI Infrastructure
By
Olivia Grant
• 3 mins read
Alphabet plans to raise $80 billion through stock offerings and a strategic investment from Berkshire Hathaway to expand AI infrastructure. The funding will support growing demand for Google’s AI services and computing capacity.
SoftBank Commits €45 Billion to French AI Data Centers
By
Olivia Grant
• 3 mins read
SoftBank plans to invest €45 billion in three large-scale AI data centers in France as part of a broader €93 billion foreign investment push announced at the Choose France summit.
Intel Reveals Crescent Island AI Chip to Challenge Nvidia
By
Olivia Grant
• 3 mins read
Intel has disclosed new details about Crescent Island, its next-generation AI accelerator designed for data centers and agentic AI workloads. The chip is expected to launch later this year as Intel seeks to compete more aggressively with Nvidia in the rapidly growing AI infrastructure market.
Nvidia Unveils Vera CPU Built for the AI Agent Era
By
Olivia Grant
• 3 mins read
Nvidia has launched Vera, its first CPU designed specifically for AI agents and large-scale AI infrastructure. The processor promises up to 1.8 times faster performance than traditional x86 CPUs and will be adopted by major AI labs, cloud providers, and server manufacturers.