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.
The U.S. approved several Chinese companies to buy Nvidia’s H200 AI chips, but deliveries remain stalled amid political pressure and security concerns in both Washington and Beijing.
Google is reportedly in talks with SpaceX and other launch providers as it explores deploying orbital data centers under its Project Suncatcher initiative. The discussions reflect growing interest in space-based AI infrastructure and computing capacity.
SoftBank has invested more than $450 million into Graphcore as the Japanese technology group expands its AI infrastructure and semiconductor ambitions. The funding follows SoftBank’s acquisition of the British AI chip company in 2024.
SoftBank is reportedly evaluating a multibillion-dollar AI data center project in France following talks with President Emmanuel Macron.
Alphabet plans its first yen-denominated bond sale as Big Tech increasingly turns to debt markets to finance AI infrastructure.
Nvidia partners with Corning to expand U.S. optical fiber manufacturing, scaling AI data center infrastructure and domestic production capacity.
Panthalassa has raised $140 million to scale offshore AI computing systems powered by ocean waves. The company says its floating infrastructure could help solve the energy and cooling constraints facing AI data centers.
Anthropic has signed a compute agreement with SpaceX that adds access to more than 220,000 NVIDIA GPUs at the Colossus 1 data center. The added capacity is already being used to raise Claude usage limits and API availability.
Anthropic has signed a deal to access SpaceXAI’s Colossus 1 supercomputer, adding more than 220,000 NVIDIA GPUs to support Claude training and inference workloads.
Anthropic has reportedly committed to spending $200 billion on Google Cloud services over five years, underscoring the massive infrastructure demands of advanced AI development.
Intel stock surges to record as Apple explores U.S. chip production, highlighting AI-driven demand and renewed momentum in the semiconductor sector.
Toto Ltd. shares jumped after strong semiconductor growth tied to AI demand. The shift highlights how legacy manufacturers are benefiting from the global AI infrastructure boom.
Former Oracle employees say they were asked to help train internal AI systems before being laid off, as the company shifts resources toward data centers and AI infrastructure.
SoftBank is preparing a new AI and robotics company to automate data center construction, with plans for a potential $100 billion IPO. The move targets growing demand for AI infrastructure.
NXP Semiconductors shares jumped 26% after strong earnings driven by AI and automotive demand. The company highlighted rising data center infrastructure needs.