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Showing 19-33 of 33Results matching "UBS"

August 2026

15 stories

Aug 26, 2026Infrastructure

Funding Infrastructure

Emerald AI Raises $150M at $1.05B to Make Data Centers Flexible Grid Loads

Its software shifts computing around onsite energy when the grid is strained. The commercial question is whether those promised reductions remain dependable at much larger facilities.

2 min

Aug 25, 2026Infrastructure

Partnership Infrastructure

IBM and Arm Design Future Z Processor to Run Arm-Native Linux Alongside z/OS

The planned processor is meant to bring software built for Arm into IBM’s high-reliability systems while retaining the z/OS and Linux environments customers already use.

2 min

Aug 25, 2026Infrastructure

Government action Infrastructure

Trump Backs Data Centers as Paxton Proposes Texas Limits on Grid Costs and Rural Siting

The dispute is shifting from whether AI infrastructure brings investment to who pays for the power it needs, and where the facilities can be built.

3 min

Aug 24, 2026Infrastructure

Launch Infrastructure

Nvidia Puts Groq 3 LPX Into Production for Faster AI-Agent Responses

The first Nebius deployment will test Nvidia’s argument that specialized token generation can make long, tool-using AI sessions more responsive while leaving GPUs at the center of the system.

3 min

Aug 23, 2026Infrastructure

Launch Infrastructure

China’s $226M Underwater Data Center Is Running. The Ocean Still Has to Prove It Can Scale

Commercial and planned projects are testing whether seawater and offshore power can ease land and freshwater constraints without shifting AI infrastructure’s environmental and operating burdens into the ocean.

3 min

Aug 22, 2026Infrastructure

Research Infrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned.

3 min

Aug 22, 2026Infrastructure

Platform shift Infrastructure

Europe’s AI Data Centers Are Moving Toward Power, Not Cities

Frankfurt, London, Amsterdam, Paris and Dublin remain vital for enterprise demand, but the next hyperscale sites are being selected around power availability, land and grid access.

2 min

Aug 22, 2026Infrastructure

Partnership Infrastructure

Ormat Bets AI Data Centers Will Make Geothermal Worth Drilling Deeper

The established geothermal operator sees a route to much larger projects for hyperscalers. First, it must show enhanced geothermal plants can compete economically with other power sources.

3 min

Aug 22, 2026Infrastructure

Launch Infrastructure

AWS Wants Data Agents to Write Pipelines, Then Stay Out of Production

The reference architecture uses models to draft data-engineering work, but makes human-reviewed code and policies—not live agent decisions—the default production layer.

2 min

Aug 22, 2026Infrastructure

Security risk Infrastructure

AI Agents Are Turning the Web Into an Infrastructure and Security Test

Autonomous systems are driving more model calls, more web activity and new shared-service risks—while the tools for proving who created online content remain incomplete.

4 min

Aug 22, 2026Infrastructure

Infrastructure

AI’s Data-Center Bet Faces a $2.5T-to-$10T Revenue Hurdle

The two calculations use different financial assumptions, but each points to a monetization challenge far larger than the AI revenue levels described today.

2 min

Aug 19, 2026Infrastructure

Enterprise adoption Infrastructure

Dane County Routes Non-Emergency Calls Through AVA to Protect 911 Capacity

The county is moving routine requests to an AI front end, but retains human transfer and review. The test is whether that workflow reduces pressure on dispatchers without adding a new verification burden.

3 min

Aug 18, 2026Infrastructure

Benchmark Infrastructure

AgentX Replays Claude Code Sessions to Test AI Serving Systems

The replay dataset is designed to measure infrastructure behind agentic coding workloads, not whether a model writes better code. Its value depends on whether synthetic traces preserve the traffic patterns operators need to serve.

3 min

Aug 17, 2026Infrastructure

Funding Infrastructure

Groq Raises $350 Million to Build an Nvidia-Powered Cloud After Its Chip Pivot

The financing gives Groq more capital to expand cloud capacity after it moved from developing its own AI chips to operating Nvidia systems. Its lower valuation, conflicting capacity reports and private financials leave the economics of that new model unresolved.

4 min

Aug 17, 2026Infrastructure

Funding Infrastructure

Nvidia’s Reported Lancium Deal Would Put Grid Connections at the Center of Its AI Buildout

The reported investment would make additional grid interconnections a condition of part of Nvidia’s funding. A separate Ohio project shows the company combining capital, credit and compute around the power needed to run a large AI site.

4 min

Superpower Daily

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Infrastructure AI News

August 2026

Emerald AI Raises $150M at $1.05B to Make Data Centers Flexible Grid Loads

IBM and Arm Design Future Z Processor to Run Arm-Native Linux Alongside z/OS

Trump Backs Data Centers as Paxton Proposes Texas Limits on Grid Costs and Rural Siting

Nvidia Puts Groq 3 LPX Into Production for Faster AI-Agent Responses

China’s $226M Underwater Data Center Is Running. The Ocean Still Has to Prove It Can Scale

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

Europe’s AI Data Centers Are Moving Toward Power, Not Cities

Ormat Bets AI Data Centers Will Make Geothermal Worth Drilling Deeper

AWS Wants Data Agents to Write Pipelines, Then Stay Out of Production

AI Agents Are Turning the Web Into an Infrastructure and Security Test

AI’s Data-Center Bet Faces a $2.5T-to-$10T Revenue Hurdle

Dane County Routes Non-Emergency Calls Through AVA to Protect 911 Capacity

AgentX Replays Claude Code Sessions to Test AI Serving Systems

Groq Raises $350 Million to Build an Nvidia-Powered Cloud After Its Chip Pivot

Nvidia’s Reported Lancium Deal Would Put Grid Connections at the Center of Its AI Buildout