Musk’s xAI Rebrands to SpaceXAI, Completing SpaceX Merger
Elon Musk's xAI has rebranded to SpaceXAI, folding its Grok chatbot and X into SpaceX and signaling that AI, not rockets, is now central to the...
Cloud & Infrastructure - Page 2
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.
Latest Cloud & Infrastructure News
Nvidia’s Kyber AI Rack Reportedly Delayed to 2028 on Board Snag
Nvidia's Kyber rack for its 2027 Rubin Ultra chips has slipped more than a year to 2028 over a hard-to-manufacture circuit board, SemiAnalysis says, with no...
Magnificent 7 Sheds $2.3 Trillion in June on AI Spending Doubts
About $2.3 trillion was wiped from the Magnificent 7 in June as investors questioned Big Tech's huge AI spending, even as chip and memory stocks kept...
Extreme Heat and Severe Weather Emerge as Threats to AI Data Centers
A record European heatwave is highlighting a growing threat to the AI boom: extreme weather that stresses data centers and the power grids they depend on...
South Korea Unveils $880 Billion Chip and AI Investment Drive
South Korea announced about $880 billion in planned investment to expand chipmaking, AI data centers and robotics, aiming to double memory output and revive regions outside...
Google Caps Meta’s Use of Gemini AI Amid Compute Shortage
Google has limited Meta's use of its Gemini AI models after Meta sought more computing capacity than Google could supply, delaying some of Meta's internal projects.
Anthropic Races to Build AI Compute Capacity in Asia-Pacific
Anthropic is hiring across Australia and Japan to expand its AI data center capacity in Asia-Pacific, as soaring demand for Claude strains its infrastructure.
SK Hynix Files to Raise $29 Billion in Nasdaq ADR Listing
SK Hynix filed to raise about $29 billion through a Nasdaq ADR listing set for July 10, roughly double earlier estimates, to fund its AI memory...
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
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...
SpaceX Pitches Vertically Integrated AI Stack, Including Data Centers in Orbit
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
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...