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 will supply Amazon Web Services with 1 million GPUs by 2027, expanding AI infrastructure through a multi-year chip and networking deal.
Alibaba reported a sharp profit decline and missed revenue expectations, as heavy AI and cloud investments impacted quarterly results.
Surging investment in AI data centers is fueling demand for skilled trade workers, creating labor shortages and rising wages. The trend highlights the physical infrastructure behind AI growth.
Alibaba and Baidu are increasing cloud service prices by up to 34 percent as AI demand drives higher infrastructure and computing costs. The changes take effect April 18.
Nvidia CEO Jensen Huang said demand for Blackwell and Vera Rubin systems could reach $1 trillion by 2027, as the company unveiled new chips, racks, and AI infrastructure at GTC.
Nvidia CEO Jensen Huang will deliver the keynote at the GTC 2026 conference, where investors expect new AI product announcements and demand outlook updates.
Nebius has signed a long-term AI infrastructure agreement with Meta worth up to $27 billion, providing large-scale compute capacity powered by Nvidia’s Vera Rubin platform.
Amazon and Cerebras have partnered to combine their AI chips in a new AWS service designed to accelerate inference for chatbots, coding tools, and other generative AI applications.
Palantir and Nvidia unveiled a sovereign AI OS reference architecture designed to deliver turnkey AI data centers. The platform integrates Nvidia Blackwell systems with Palantir’s enterprise AI software stack.
Meta introduced four new in-house MTIA chips designed for AI training and inference as the company accelerates data center expansion. The chips aim to improve performance and reduce reliance on external hardware suppliers.
Nvidia and Nebius have formed a strategic partnership to build hyperscale AI cloud infrastructure, with Nvidia investing $2 billion to support gigawatt-scale AI computing capacity.
Nvidia and Thinking Machines Lab have formed a multiyear partnership to deploy next-generation Vera Rubin systems for frontier AI training. The collaboration aims to expand access to customizable AI models and large-scale compute infrastructure.
Nscale raised $2 billion in a Series C round led by Aker and 8090 Industries, valuing the Nvidia-backed AI infrastructure company at $14.6 billion.
Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.
Xiaomi plans to release a new smartphone processor each year and launch an AI assistant for international markets as it expands its chip design and AI ecosystem.