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Showing 1-18 of 42Results matching "Shift"

Yesterday

3 stories

21 hours agoInfrastructure

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.

2 min

YesterdayInfrastructure

Infrastructure

Loudoun County Confronts Data-Center Backlash After Reaping a Tax Windfall

Virginia’s Data Center Alley shows the bargain confronting new AI-infrastructure hosts: commercial revenue can transform public services, while the physical costs become harder for residents to ignore.

3 min

YesterdayInfrastructure

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

Earlier this week

8 stories

YesterdayInfrastructure

Research Infrastructure

Baseten’s New Inference Guide Separates Configuration Tradeoffs From True Efficiency Gains

The guide’s useful test for infrastructure teams is whether a change merely reallocates latency, throughput and cost—or reduces the work required to serve every token.

3 min

Sep 1, 2026Infrastructure

Acquisition Infrastructure

GoPro’s $285M Starman Merger Targets AI Data Centers, Keeps Cameras

Starman Optical’s transceivers are GoPro’s proposed bridge into data-center infrastructure, while shareholder payouts, debt repayment and the new ownership structure remain contingent on closing.

2 min

Sep 1, 2026Infrastructure

Enterprise adoption Infrastructure

AWS Details ZS’s Internet-Free SageMaker Platform Across 200+ Domains

The deployment shows how a regulated enterprise can make notebooks and infrastructure tools broadly available without handing users open network access or unconstrained compute—but its reported adoption and savings figures remain company-supplied.

2 min

Aug 31, 2026Infrastructure

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.

2 min

Aug 31, 2026Infrastructure

Enterprise adoption Infrastructure

Google Selects 28 AI Energy Startups for Grid and Data-Center Power Accelerator

The cohort spans software that manages electricity demand and grid capacity, alongside tools for storage, renewable assets and faster power connections. The near-term test is whether technical support helps those products scale beyond their stated use cases.

4 min

Aug 31, 2026Infrastructure

Security risk Infrastructure

Google Urges Modular Red-Team Agents as Cyberattacks Move Toward Machine Speed

Google’s prescription is deliberately incremental: automate parts of a conventional exercise first, then join them into a simulation. Its warning is more urgent than its evidence base, however, because concrete intelligence on malicious agents remains limited.

3 min

Aug 31, 2026Infrastructure

Launch Infrastructure

Broadcom Validates Five AI Model Families for VMware’s On-Premises Model Service

The update gives enterprises a path to run models from NVIDIA, Google, NEC, Alibaba Cloud and Z.ai inside their own infrastructure, with new sharing, routing and code-isolation services around them.

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 30, 2026Infrastructure

Partnership Infrastructure

Clearlake Adds Google Cloud’s AI Stack to Its Portfolio Push After OpenAI Deal

The private-equity firm is assembling multiple model and cloud options around its operating framework, shifting the question from AI access to whether its companies can turn that access into repeatable operational change.

2 min

Aug 29, 2026Infrastructure

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.

3 min

Aug 29, 2026Infrastructure

Government action Infrastructure

China Pushes AI Computing West as Guizhou’s Data-Center Buildout Tests Local Gains

Cooler weather, renewable power and open land make China’s west a natural destination for AI infrastructure. The harder question is whether capital-intensive server farms can deliver durable local incomes without worsening public debt.

3 min

Aug 29, 2026Infrastructure

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.

2 min

Aug 29, 2026Infrastructure

Launch Infrastructure

CME Targets Oct. 5 Nvidia GPU Futures Launch as CFTC Tests the Benchmark

The proposed contracts would turn changing GPU rental rates into a financial price, not a claim on scarce hardware. Their value will hinge on a benchmark that reflects a fragmented market and draws real participation.

3 min

Aug 27, 2026Infrastructure

Enterprise adoption Infrastructure

Digital Realty Has AI in 10+ Data Centers, but Humans Still Run the Controls

The technology is beginning to optimize cooling, power allocation and incident response at infrastructure scale. The limiting question is not whether AI can find a better action, but which actions operators will permit it to take alone.

3 min

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

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