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.
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.
OpenAI is deepening ties with Amazon while restructuring its long-standing partnership with Microsoft. The shift reflects growing demand for flexible cloud access and AI infrastructure.
Meta has signed a deal with Overview Energy to beam solar power from space to Earth. The project aims to supply constant energy for AI data centers, even at night.
OpenAI and Microsoft have revised their partnership to cap revenue sharing and allow broader cloud distribution. The changes reflect growing competition and OpenAI’s push for flexibility.
Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.
Meta will deploy tens of millions of AWS Graviton cores to power its next generation of AI systems. The deal highlights rising demand for CPU-driven infrastructure alongside GPUs.
Anthropic is actively recruiting a senior executive to source and negotiate data center deals across Europe, signaling the company’s intent to expand its AI compute infrastructure beyond the United States.
Nvidia and Google Cloud unveiled new AI infrastructure and agentic AI capabilities at Google Cloud Next, targeting large-scale enterprise and industrial deployments.
Amazon will invest up to $25 billion more in Anthropic to expand AI infrastructure. The deal deepens their partnership around AWS and custom AI chips.
Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.