Arm Shares Rise After Nvidia Sells Remaining Stake
Arm shares gained after Nvidia disclosed it sold its remaining stake, marking a shift in its investment ties while maintaining a long-term licensing relationship.
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.
Elon Musk’s xAI Faces Legal Challenge Over Data Center Pollution
xAI and its subsidiary MZX Tech face a lawsuit over emissions from natural gas turbines at Mississippi data centers, raising health and environmental concerns.
Mistral AI Acquires Cloud Startup Koyeb
French AI firm Mistral AI has agreed to acquire cloud computing startup Koyeb, strengthening its push to build a full-stack AI and cloud infrastructure business in Europe.
Adani Group Commits $100B to AI Data Centers
By
Maria Konash
• 1 min read
Adani Group plans to invest $100 billion over the next decade to build renewable-powered AI data centers in India, creating a $250 billion AI infrastructure ecosystem.
Cloudflare Stock Surges on Strong Q4 and AI-Powered Demand
By
Maria Konash
• 1 min read
Cloudflare stock rose 10% after beating Q4 estimates and issuing strong guidance, as AI adoption boosts demand for its networking and security tools.
Mistral to Invest €1.2 Billion in Swedish AI Data Centers
By
Maria Konash
• 1 min read
French AI startup Mistral plans to invest €1.2 billion in Sweden to build AI data centers and digital infrastructure, reinforcing Europe’s AI capabilities and tech sovereignty.
ByteDance Bets on Homegrown AI Chips With Samsung as U.S. Controls Tighten
By
Maria Konash
• 2 mins read
ByteDance is developing an in-house AI inference chip and is in talks with Samsung for manufacturing and memory supply. The effort aims to reduce reliance on foreign chip providers amid tighter U.S. export controls.
Musk Floats Moon Factory as xAI Co-Founders Depart
By
Maria Konash
• 3 mins read
Elon Musk outlined a vision for moon-based AI manufacturing as xAI faces mounting leadership departures following its acquisition by SpaceX and ahead of a potential IPO.
Nebius Buys Tavily for $275M to Expand Its Agentic AI Cloud Platform
By
Maria Konash
• 3 mins read
Nebius has agreed to acquire agentic search provider Tavily, integrating real-time web search into its AI cloud platform as enterprise adoption of autonomous AI agents accelerates.
Cadence Launches AI Agent to Accelerate Chip Design
By
Maria Konash
• 1 min read
Cadence introduced ChipStack AI Super Agent to speed chip design by analyzing circuits and automating testing, currently in early use by Nvidia and other firms.
Cisco Launches New Chip to Rival Broadcom and Nvidia
By
Maria Konash
• 1 min read
Cisco unveils Silicon One G300 chip and router for AI data centers, aiming to improve network efficiency and compete with Broadcom and Nvidia solutions.
Intel and AMD Warn China Clients of CPU Shortages
By
Maria Konash
• 1 min read
Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
AWS Posts Fastest Quarterly Growth in Three Years
By
Maria Konash
• 1 min read
Amazon Web Services reported its strongest quarterly growth rate in more than three years, driven by enterprise cloud migration and rising AI workloads.
Intel Eyes GPU Market Dominated by Nvidia
By
Maria Konash
• 2 mins read
Intel said it will begin producing graphics processing units, signaling a strategic push into a market led by Nvidia and central to AI computing.
Nvidia Shares Dip Amid OpenAI Investment Uncertainty
By
Maria Konash
• 1 min read
Nvidia stock fell after reports raised questions about the final amount of its planned $100 billion investment in OpenAI, despite CEO Jensen Huang reaffirming commitment.
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.
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