3 hours agoInfrastructureInfrastructureTSMC executive fields at least 10 calls a day as AI buyers compete for chip capacityA sixth straight record-profit quarter underscores demand, but slow factory construction leaves customers seeking supply—and alternatives.2 min
3 hours agoInfrastructureBenchmarkInfrastructureArm presents AI-agent infrastructure with partner rack designs supporting up to 336 CPUsThe OCP presentation pairs configurable hardware with specialized accelerators. Supporting benchmarks show a modeled rack advantage, not measured performance from complete racks.3 min
5 hours agoInfrastructureResearchInfrastructureGoogle says it cut errors 40-fold in a quantum state-preparation experimentThe Willow experiment achieved reported T-state logical fidelity of 99.99%. The next challenge is showing that the technique works at a scale useful for practical computing.3 min
6 hours agoInfrastructureBenchmarkInfrastructureApple publishes four-Mac AI benchmark topping 36 tokens per secondThe company’s MLX results show how linked desktops can handle a model too large for one machine—and why connection speed and workload shape the gains.3 min
14 hours agoInfrastructurePartnershipInfrastructureAEP will invest about $4 billion in a fuel-cell project to supply GoogleThe Wyoming facility will use Bloom Energy technology under a 20-year electricity contract. AEP also plans carbon capture, making near-zero emissions a project goal rather than an operating result.2 min
18 hours agoInfrastructureFundingInfrastructureSalience Labs raises $125 million to manufacture optical switches for AI data centersAMD Ventures and Intel Capital joined the financing. The company is backing an all-optical networking design intended to connect thousands of GPUs, with larger switches still on its roadmap.2 min
YesterdayInfrastructureInfrastructureGlobalFoundries to operate two New York chip factories with up to $21 billion from JapanThe first factory is expected online in 2029. Japan would supply the capital, while GlobalFoundries supplies the technology and runs production.3 min
YesterdayInfrastructureGovernment actionInfrastructureCandidates for Nevada governor split over public land after AI data center stallsThe Townsite dispute separates support conditioned on community consent from outright opposition—and tests whether federal approval can settle a local development fight.3 min
YesterdayInfrastructureGovernment actionInfrastructureArkansas State receives $2.1 million federal award for AI and steel researchThe funding pairs an on-campus computing cluster with steel-processing simulation equipment and alloy-design software, supporting research and engineering training.2 min
YesterdayInfrastructureEnterprise adoptionInfrastructureAmbrosia begins work on Texas battery factory for off-grid data centersThe company is bringing battery-pack production in-house to support solar-powered sites. Its first commercial plant targets 30 megawatts of continuous power and 99.3% uptime.3 min
YesterdayInfrastructureInfrastructureBlackRock’s Larry Fink warns a U.S. data-center freeze could trigger recessionHis CNBC interview casts AI infrastructure spending as an economic necessity, while communities challenge its utility costs, water use and environmental impact.2 min
YesterdayInfrastructurePartnershipInfrastructureVertiv and Deloitte team up to help enterprises choose where AI should runA companion guide developed with STL Partners matches AI workloads to infrastructure options, rather than prescribing one cloud or private setup.3 min
YesterdayInfrastructureLaunchInfrastructureGeorgia Tech opens its AI supercomputer to researchers nationwideResearchers must apply for computing time. The NSF-backed Nexus system brings AI model development, simulations and large datasets onto one platform.2 min
YesterdayInfrastructureInfrastructureAeta residents challenge U.S.-linked chip hub over land in the PhilippinesMongabay details conflicting displacement claims at the proposed Pax Silica site, where officials also forecast major electricity and water needs.3 min
YesterdayInfrastructurePartnershipInfrastructureNvidia commits $250 million in computing access to UK AI safety researchMost of the five-year commitment is intended for the wider research community. Cloud providers, technical architecture and commercial terms remain unsettled.3 min
YesterdayInfrastructureEarningsInfrastructureASML lifts 2026 sales floor as AI demand supports stronger Q4 outlookThe equipment maker’s quarterly margin forecast also tops expectations, while its narrower annual sales range stops short of raising the upper target.2 min
YesterdayInfrastructureLaunchInfrastructureApplied Materials debuts a 600,000-square-foot AI-chip research centerInvestment is expected to reach $5 billion. The center is for research, not chip production, and its promised development gains remain a company forecast.3 min
Oct 13, 2026InfrastructureAcquisitionInfrastructurePrime Intellect buys Moondream, bringing vision models and their serving engine in-houseMoondream’s founders will lead inference work, and its Photon engine is being integrated into Prime’s platform. The speed and cost comparisons remain company-supplied results.3 min