Explore AIstify's latest reporting, research, and expert analysis tagged with "ai infrastructure", collected in one continuously updated archive.
Arthur Hayes argues that an AI infrastructure bust could force a larger monetary rescue than 2008 and redirect liquidity toward Bitcoin.
Anthropic has released a major update to the Model Context Protocol (MCP), introducing stateless request handling that makes AI agents easier to deploy, scale, and operate across modern cloud environments.
NVIDIA has formed a long-term partnership with Ilya Sutskever’s Safe Superintelligence, reportedly investing $5 billion and giving the secretive AI lab access to Vera Rubin systems that will expand its computing capacity tenfold.
NVIDIA is reportedly in advanced talks to provide a roughly $250 billion financing guarantee for a vast OpenAI data center in Ohio, potentially helping the ChatGPT maker secure better terms for one of the largest AI infrastructure projects ever proposed.
The U.S. Department of Defense has awarded Oracle a contract worth nearly $7 billion over ten years covering software licenses, maintenance, and consulting for military branches, the intelligence community, and the Coast Guard.
Google is designing Frozen v2, a chip that hardwires parts of its Gemini model into silicon and could serve six to ten times more tokens per watt, targeting deployment by 2028.
Opponents of the AI data center boom held 142 protests across 42 states, the first nationwide backlash against a buildout that crosses political lines and worries local communities.
A Reuters analysis found xAI installed 59 unpermitted gas turbines to power its Colossus 2 data center, releasing pollution near predominantly Black Memphis-area communities.
IBM shares sank about 23% after it warned that preliminary second-quarter results fell short, as clients diverted spending toward memory and servers ahead of price increases.
DeepSeek founder Liang Wenfeng’s net worth has more than doubled to $36 billion following a new funding round, making him the wealthiest founder among pure-play AI development companies, according to Bloomberg.
SK Hynix raised $26.5 billion in its Nasdaq debut, the largest US listing ever by a foreign company, as investors rushed to buy into the AI memory chip boom.
Meta plans to begin manufacturing its in-house Iris AI chip in September as it aims to double computing capacity to 14 gigawatts next year and cut its reliance on Nvidia.
Meta will build its first Canadian data center, a 1-gigawatt AI facility in Alberta costing about C$13 billion, powered largely by a dedicated natural gas plant.
Apple expanded its partnership with Broadcom in a multi-year deal worth more than $30 billion, its largest US manufacturing commitment, to produce over 15 billion American-made chips.
Nvidia’s Kyber rack for its 2027 Rubin Ultra chips has slipped more than a year to 2028 over a hard-to-manufacture circuit board, SemiAnalysis says, with no proven fallback.