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...
Cloud & Infrastructure - Page 3
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
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...
SpaceX Reveals Orbital AI Data Center Specs During IPO Week Roadshow
SpaceX has released its most detailed look yet at a planned orbital AI data center satellite, unveiling a 70-meter-wingspan structure during the same week the company...
Alphabet Plans $80 Billion Stock Sale to Expand AI Infrastructure
Alphabet plans to raise $80 billion through stock offerings and a strategic investment from Berkshire Hathaway to expand AI infrastructure. The funding will support growing demand...
SoftBank Commits €45 Billion to French AI Data Centers
SoftBank plans to invest €45 billion in three large-scale AI data centers in France as part of a broader €93 billion foreign investment push announced at...
Intel Reveals Crescent Island AI Chip to Challenge Nvidia
Intel has disclosed new details about Crescent Island, its next-generation AI accelerator designed for data centers and agentic AI workloads. The chip is expected to launch...