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.
Allbirds is exiting its core footwear business to pivot into AI compute infrastructure, sending its shares soaring. The move reflects growing investor interest in AI-related ventures.
CoreWeave has secured a $6 billion cloud deal and $1 billion equity investment from Jane Street, highlighting surging demand for AI infrastructure. The company continues to expand major partnerships.
Oracle shares rose after expanding a major energy deal with Bloom Energy to power AI data centers. The move highlights surging infrastructure demand tied to AI growth.
Anthropic has introduced Ultraplan for Claude Code, a new feature that shifts software planning tasks from the terminal to the cloud so developers can review, revise, and execute agent-generated plans more flexibly.
Anthropic has signed a multi-year deal with CoreWeave to power its Claude AI models, expanding compute capacity as demand for AI infrastructure surges.
Amazon CEO Andy Jassy used his annual letter to highlight surging demand for its Trainium AI chips and justify massive infrastructure spending. The message signals intensifying competition with Nvidia and Intel.
Meta has committed an additional $21 billion to CoreWeave for AI cloud infrastructure, deepening its push into artificial intelligence. The deal highlights rising demand for high-performance compute.
OpenAI has paused its Stargate AI infrastructure project in the UK, citing high energy costs and regulatory uncertainty. The move raises questions about the country’s AI ambitions.
Alibaba and China Telecom are building a major AI data center powered by Alibaba’s own chips, marking a push toward domestic infrastructure amid U.S. restrictions.
Intel has joined Elon Musk’s Terafab project aimed at scaling AI chip production, though its exact role remains unclear. The effort targets massive compute output for AI and robotics.
Uber is using custom AI chips from Amazon to enhance model training and app performance.
Broadcom is expanding its role in AI infrastructure through new chip and compute deals with Google and Anthropic. The move reflects accelerating demand for large-scale AI capacity.
Chinese chipmakers report record revenue driven by AI demand, memory shortages, and U.S. export curbs boosting domestic semiconductor growth.
Sakura Internet stock surges after Microsoft’s $10B Japan AI investment plan with SoftBank boosts demand for local cloud infrastructure.
Marvell Technology shares jumped after Nvidia announced a $2 billion investment, boosting confidence in its role in AI infrastructure.