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 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 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 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 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 have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
Amazon Web Services reported its strongest quarterly growth rate in more than three years, driven by enterprise cloud migration and rising AI workloads.
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 stock fell after reports raised questions about the final amount of its planned $100 billion investment in OpenAI, despite CEO Jensen Huang reaffirming commitment.
Oracle aims to raise $50 billion via equity and debt to fund AI infrastructure and data-center growth, easing investor concerns about financing its OpenAI partnerships.
China has approved AI startup DeepSeek to purchase Nvidia H200 chips, with conditions still being finalized. The move follows U.S. export approval and comes amid scrutiny over potential military use.
Amazon is in early discussions to invest tens of billions of dollars in OpenAI, a move that could deepen its position in the global AI race and make it the startup’s largest new backer.
Elon Musk’s SpaceX and xAI are in talks about a possible merger, according to a Reuters report. The move could consolidate Musk’s AI, satellite, and launch businesses ahead of a potential SpaceX IPO.
ASML posted record orders and raised its 2026 sales outlook, supported by sustained demand for AI-driven chip manufacturing equipment.
Ricursive Intelligence hits a $4 billion valuation after raising $300 million to develop AI systems that autonomously design and improve AI chips.
Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.