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.
Micron crossed a $1 trillion market valuation for the first time as booming demand for AI memory chips pushed shares to record highs amid the expanding AI infrastructure race.
AMD will invest more than $10 billion across Taiwan’s semiconductor ecosystem to strengthen AI chip manufacturing and packaging technologies. The move supports deployment of the company’s next-generation Helios AI server platform in 2026.
Google and Blackstone have formed a new AI infrastructure company focused on offering cloud access to Google’s TPU chips. The venture aims to expand alternatives to Nvidia-powered AI infrastructure with $5 billion in initial funding.
Cerebras Systems completed the largest U.S. tech IPO since Uber, raising $5.55 billion as investors bet on alternative AI chip architectures. The company’s wafer-scale processors are positioned as faster inference systems than traditional GPU-based infrastructure.
More than 45,000 Samsung workers are threatening an 18-day strike over bonus disparities tied to the AI chip boom. The dispute risks disrupting global semiconductor supply chains and deepening tensions inside Samsung’s chip business.
Cisco announces 4,000 job cuts as the company shifts resources toward AI networking, cloud infrastructure, and data center growth.
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.