Nvidia and Firebird Just Signed a $10 Billion AI Deal With Kazakhstan
Kazakhstan’s Data Center Valley would deploy 100,000 Nvidia GPUs near cheap power by 2027, though analysts flag execution risk after a history of stalled deals
Cloud & Infrastructure
Analysis of data centres, chips, semiconductors, edge computing and AI infrastructure powering the digital economy. Understand how next-generation computing resources, connectivity and hardware ecosystems support growth of online services and artificial intelligence worldwide. This category tracks the unseen backbone of modern technology.
SpaceX Shares Expected to Open 29% Above IPO Price in Nasdaq Debut
SpaceX shares are expected to begin trading around $171 on Nasdaq, nearly 29% above the company’s IPO price of $135 per share.
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
SpaceX Pitches Vertically Integrated AI Stack, Including Data Centers in Orbit
By
Samantha Reed
• 3 mins read
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
By
Olivia Grant
• 3 mins read
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.
LG and NVIDIA Expand Partnership Across Robotics, AI, and Mobility
By
Olivia Grant
• 2 mins read
LG Group and NVIDIA have formalized a broad strategic partnership spanning physical AI and robotics, AI data center infrastructure, and autonomous driving systems.
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.
Nvidia Enters PC Processor Market With New Arm-Based RTX Spark
By
Olivia Grant
• 4 mins read
Nvidia has unveiled its first Arm-based PC processor, the RTX Spark superchip, which will power a new generation of Windows laptops and desktops.
Nvidia Invests $6.5 Billion in Technology That Could Reshape AI Infrastructure
By
Laura Bennett
• 3 mins read
Nvidia has committed at least $6.5 billion to photonics companies in recent months as it seeks to overcome AI infrastructure bottlenecks. The investments target optical technologies that could reduce energy consumption and improve data transfer across future AI systems.
Snowflake Shares Surge 35% on AI Growth and Amazon Deal
By
Olivia Grant
• 2 mins read
Snowflake shares jumped 35% after the company raised guidance, beat earnings expectations, and announced a $6 billion compute partnership with Amazon.
ByteDance Builds Its Own AI Chips to Reduce Supplier Dependence
By
Olivia Grant
• 3 mins read
ByteDance is developing its own CPUs to reduce dependence on external suppliers as rising demand for AI infrastructure strains global chip supply chains. The company is exploring both Arm and RISC-V architectures to support future AI and data center workloads.