Explore AIstify's latest reporting, research, and expert analysis tagged with "ai infrastructure", collected in one continuously updated archive.
Big Tech’s AI capital spending is projected to reach about 3.2% of US GDP by 2027, overtaking national defense spending as a share of the economy for the first time.
Mark Zuckerberg told employees that Meta’s AI agents have progressed slower than expected and its restructuring was “not as clean” as planned, a rare admission amid huge AI spending.
A record European heatwave is highlighting a growing threat to the AI boom: extreme weather that stresses data centers and the power grids they depend on at once.
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 Seoul.
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 is hiring across Australia and Japan to expand its AI data center capacity in Asia-Pacific, as soaring demand for Claude strains its infrastructure.
OpenAI and Broadcom have unveiled Jalapeño, OpenAI’s first custom AI accelerator chip designed specifically for large language model inference.
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 expansion.
Qualcomm agreed to acquire Modular, the AI software startup led by Chris Lattner, to build a hardware-agnostic software layer and challenge Nvidia in data center AI.
ByteDance’s record offshore loan would nearly double its 2024 facility and help fund capital spending that could reach $70 billion this year on AI data centers.
NVIDIA GTC AI Conference is an AI event in San Jose, California, taking place March 16-19, 2026.
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, 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 discount
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 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 AI infrastructure bets yet proposed.