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Showing 1-18 of 46Results matching "Figure AI"

Today

1 story

Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Humanoid AI

The partnership gives Figure a path to far larger training capacity, but its first Texas deployment is still targeted for the second half of 2027.

3 hours ago

3 min readRead story

Yesterday

6 stories

Infrastructure

South Korea’s Chip Exports Hit $46.65 Billion as AI Demand Raises Concentration Risk

August’s record semiconductor shipments show how strongly cloud-provider AI investment is reaching the supply chain. They also put more weight on whether demand cools gradually or suddenly while monetary policy remains tight.

16 hours ago

3 min readRead story

Platform shift Infrastructure

Broadcom Forecasts $230 Billion in AI Chip Revenue for Fiscal 2028

The long-range target would put Broadcom on a far larger AI-chip trajectory. Its fourth-quarter guidance is the next concrete measure of whether that momentum continues.

16 hours ago

2 min readRead story

Enterprise adoption Infrastructure

Enterprise Buyers Put Non-Nvidia Chip Evaluations Ahead of Nvidia’s Next GPUs

The July survey signals a broader search across AWS, Google, AMD, Intel and custom hardware. It does not show a migration away from Nvidia, but it does show buyers weighing performance, reliability and integration at the workload level.

18 hours ago

3 min readRead story

Infrastructure

Berkshire’s Greg Abel Says Hyperscalers Must Cover Their Own Grid Costs

The condition puts cost allocation at the center of Berkshire Hathaway Energy’s AI-infrastructure strategy as local opposition increasingly focuses on electricity bills and resource use.

Yesterday

3 min readRead story

Partnership Infrastructure

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

A confirmed Anthropic arrangement and reported outside-customer contracts put more large-scale AI capacity into the market. The unanswered question is whether it can become a repeatable cloud service.

Yesterday

2 min readRead story

Infrastructure

U.S. Data-Center Construction Hits $75B Annual Pace as AI Buildout Meets Bottlenecks

July’s construction surge covers buildings and integrated site equipment, not the far costlier servers and power systems still needed to put new AI capacity online.

Yesterday

3 min readRead story

Earlier this week

4 stories

Earnings Infrastructure

Dell Lifts AI Server Goal to $74B; Shares Rise 10% After Earnings and Outlook

The higher target puts a concrete annual delivery marker on Dell’s AI infrastructure business. Its reported quarter establishes the starting point; future server sales must now substantiate the forecast.

Yesterday

3 min readRead story

Open release Infrastructure

AWS Publishes Rust Edge Pattern for 256 MB Gateways, Keeping Cloud Agents Conditional

The reference design puts time-sensitive sensor classification on the device and reserves Bedrock AgentCore for harder cases. Its small-model speed and memory figures are AWS sample results, not production validation.

Yesterday

3 min readRead story

Launch Infrastructure

Build American AI Takes Multimillion-Dollar Data-Center Ads to Three Election States

The campaign brings organized political advertising to a facilities fight that has become a flashpoint in contests for Congress and state and local government.

Aug 31, 2026

2 min readRead story

Enterprise adoption Infrastructure

Carrier’s Data-Center Orders Rose More Than 300%, Bringing Cooling Into AI Buildouts

The order increase gives the AI infrastructure buildout a concrete thermal-equipment demand marker, though it does not reveal the size of Carrier’s data-center revenue.

Aug 31, 2026

2 min readRead story

Last week

7 stories

Security risk Infrastructure

Claude, Codex and Hermes Ran Unowned Package Commands Inside Corporate Networks

The experiment showed that trusted-looking documentation can become an execution path when an agent is allowed to install software. It did not establish confirmed infections or stolen production data.

Aug 30, 2026

3 min readRead story

Funding Infrastructure

Blue Owl Leads $2.4 Billion IREN GPU Financing Tied to Hardware Delivery

IREN has a large debt commitment for its Canadian AI-cloud buildout, but the amount becomes available alongside delivered and commissioned hardware—not as one immediate cash payment.

Aug 30, 2026

2 min readRead story

Launch Infrastructure

OpenRelay Routes AI Inference Across GPUs, TPUs and Trainium Through One API

The early-access network aims to let developers buy performance rather than a particular accelerator, but its cost-savings claims and ability to deliver consistent service across mixed infrastructure remain unproven.

Aug 29, 2026

3 min readRead story

Launch Infrastructure

Nvidia Rolls Out Vera Rubin as AI Competition Shifts to Data Traffic

The architecture packages compute with storage and networking hardware, betting that efficiently moving data through large AI systems is becoming its own competitive layer.

Aug 29, 2026

2 min readRead story

Acquisition Infrastructure

Anthropic Explored $7B MatX Deal, but Keeps a Multi-Chip Route to Custom Silicon

The abandoned acquisition talks point to a costly, slow effort to gain more control over the hardware that trains Claude, without abandoning outside chip suppliers.

Aug 28, 2026

3 min readRead story

Benchmark Infrastructure

Databricks Says Async Save Cut 20B-Parameter PyTorch Checkpoints to 9 Seconds on 32 H100s

The AI Runtime components pair distributed recovery with local-NVMe data caching. The remaining operational test is whether training jobs save their input position as well as their model state.

Aug 27, 2026

3 min readRead story

Research Infrastructure

US Data Centers Could Use 1.125 Trillion Liters of Water by 2030, Straining Dry Regions

The key question is not a universal water cost per AI query. It is whether new computing capacity is added where heat, drought and fossil-powered electricity make each unit of demand more consequential.

Aug 27, 2026

2 min readRead story

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