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.
Nvidia has invested $2 billion in Marvell as part of a partnership to expand AI infrastructure, including custom chips, networking, and silicon photonics.
Nebius will build a 310MW AI data center in Finland, expanding Europe’s growing push to develop large-scale compute infrastructure.
Bitdeer Technologies is building Norway’s largest AI data center, signaling a deeper shift from crypto mining to AI infrastructure.
Mistral AI has raised $830 million in debt to build a new data center near Paris, expanding its AI infrastructure across Europe.
DDR5 memory prices are showing early signs of decline after Google’s TurboQuant algorithm reduced AI memory requirements, easing pressure on global DRAM supply.
Nvidia faces a certified class action lawsuit alleging it misled investors about crypto mining’s impact on GPU revenue. The case could shape disclosure standards for AI and crypto-linked firms.
Google has introduced TurboQuant, a new compression algorithm that reduces memory usage in AI systems while maintaining accuracy, improving performance in large models and search.
Space stocks rallied after reports that SpaceX may file for an IPO, highlighting growing investor interest in space and AI infrastructure markets.
Bernie Sanders and Alexandria Ocasio-Cortez proposed a ban on large AI data centers, citing environmental and regulatory concerns tied to rapid infrastructure expansion.
Micron Technology reported strong AI-driven earnings growth, but its stock fell following the results as investors reacted to valuation concerns and supply constraints.
Microsoft has agreed to lease a major AI data center project in Texas previously linked to Oracle and OpenAI. The move highlights ongoing shifts in infrastructure strategy for generative AI.
Alibaba has unveiled a new CPU designed for AI agents, focusing on inference and customizable workloads. The chip reflects China’s push to build domestic AI infrastructure.
Lace has secured $40 million to advance helium atom beam lithography, a technology that could significantly shrink chip features beyond current limits. The approach targets next-generation AI chip manufacturing.
Helion Energy is in early talks to supply fusion power to OpenAI, signaling growing energy demands from AI infrastructure. The proposed deal highlights ambitious scaling plans for fusion energy production.
Elon Musk announced plans for Terafab, a dual chip factory project by Tesla and SpaceX to produce AI chips for vehicles, robots, and space-based data centers.