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Showing 1-17 of 17Results matching "ROSE"

Today

1 story

57 minutes agoInfrastructure

Infrastructure

Perplexity Details Its Embedding Stack but Leaves Production Gains Unquantified

The three-part system separates request preparation, GPU batching and model execution for both live queries and bulk work. Its design is concrete; the claimed latency, throughput and cost advantage is not yet measurable from public figures.

2 min

Earlier this week

5 stories

Sep 2, 2026Infrastructure

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.

3 min

Sep 2, 2026Infrastructure

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.

3 min

Sep 2, 2026Infrastructure

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.

3 min

Aug 31, 2026Infrastructure

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.

2 min

Aug 31, 2026Infrastructure

Platform shift Infrastructure

McKinsey Sees $7 Trillion Data-Center Buildout by 2030, Raising the Stakes for Power Gear

The forecast is an estimate, not committed spending. But rising orders, backlogs and liquid-cooling deployments show why electrical distribution and thermal management are becoming central to the AI infrastructure race.

2 min

Last week

7 stories

Aug 27, 2026Infrastructure

Government action Infrastructure

Pennsylvania Poll Finds 79% Reject Local Data Centers as 84% Back Tighter AI Rules

The state has added local-approval and transparency conditions for developers, but the poll suggests skepticism now reaches both AI companies and the facilities behind them.

2 min

Aug 26, 2026Infrastructure

Earnings Infrastructure

Nvidia Forecasts 70% Growth as OpenAI Develops Jalapeño Chip

Nvidia’s quarterly results show its AI infrastructure business still expanding rapidly. Jalapeño offers an early, narrow efficiency comparison—and signals that more AI companies want custom hardware options.

2 min

Aug 26, 2026Infrastructure

Enterprise adoption Infrastructure

Rezolve Says Google Cloud Selected Its Database for 100TB Deployment; Terms Unclear

The stated assignment is a concrete data-validation job inside Google Cloud Web3, but the release leaves the deployment’s financial weight impossible to gauge.

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

Funding Infrastructure

Alibaba Seeks $10.2B for AI Infrastructure as Hong Kong Shares Fall 10%

The discounted equity sale funds a larger AI buildout, but it also raises the return threshold for a company already spending more heavily while profit has fallen.

4 min

Aug 24, 2026Infrastructure

Launch Infrastructure

NVIDIA Adds BlueField-4 Scale-In for 800 Gb/s AI-Factory Infrastructure Offload

The new layer targets a growing bottleneck around GPU clusters: moving, securing and governing data without consuming the host resources assigned to AI workloads. Its performance case remains NVIDIA-supplied.

3 min

Aug 24, 2026Infrastructure

Launch Infrastructure

NVIDIA Says Spectrum-X Multiplane Reroutes AI Traffic Around Failed Planes in Under 3 ms

The design moves routing, congestion response, and plane selection into switches and network cards, with the goal of stopping a localized fault from slowing a synchronized GPU job across an AI cluster.

3 min

August 2026

4 stories

Aug 22, 2026Infrastructure

Partnership Infrastructure

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

The planned MI450 deployment gives AMD a major prospective customer for its new Helios rack. Converting that commitment into shipped, working systems and revenue is the test of whether AMD can narrow Nvidia’s infrastructure advantage.

3 min

Aug 22, 2026Infrastructure

Partnership Infrastructure

Microsoft and Qcells Want AI Data Centers to Bring Their Own Power

The proposed model would pair Microsoft’s expanding data-center footprint with newly built generation, flexible batteries and utility-facing capacity. The key test is whether exploration turns into projects that can genuinely match the load they add.

3 min

Aug 19, 2026Infrastructure

Partnership Infrastructure

Google’s Marvell Warrant Puts Equity Behind Its TPU Supply Chain

Google has not bought the shares yet. But its right to do so is tied to purchasing targets through fiscal 2033, linking Marvell’s upside to a longer buildout around Google’s AI hardware.

3 min

Aug 18, 2026Infrastructure

Benchmark Infrastructure

Nvidia Dynamo’s Agentic Speedups Target the Work Around the Model

The reported gains come from changing how serving systems route, retain and stream state under concurrency. The next challenge is whether these AgentX-specific improvements hold across production mixes and unfinished scheduling work.

4 min