Full archive

Infrastructure AI News

Search reporting on AI markets, models, products, companies, policy, and culture.

Showing 1-18 of 148

Today

14 stories

InferenceX Puts GB300 First for MiniMax M2.7, but Only on a Fixed Chat Test

The new ranking gives infrastructure teams a comparable speed and cost snapshot, but its single-turn design does not test the multi-step agent work MiniMax highlights for M2.7.

36 minutes ago

2 min readRead story

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.

2 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.

3 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.

4 hours ago

3 min readRead story

Partnership Infrastructure

Google Agrees to Buy 396 MW of Geothermal Power for a Planned Utah Data Center

The agreement gives Fervo a defined customer for Cape Station while tying Google’s future data-center supply to a geothermal project still under construction.

6 hours ago

2 min readRead story

Government action Infrastructure

Nvidia’s Huang Urges G20 Countries to Build AI Infrastructure for Economic Growth

The Nvidia chief’s pitch puts domestic data centers at the center of national AI strategy. Nvidia’s Ohio project illustrates the physical requirements behind that argument: land, electricity and buildings alongside computing hardware.

11 hours ago

2 min readRead story

Launch Infrastructure

Equinix Sets Late-2026 Fabric One Beta for AI and Multicloud Links

The planned service would put a managed orchestration layer over connections among enterprise systems, clouds and AI environments. The key test is whether it can turn broad customer requirements into dependable routing, security and recovery controls.

12 hours ago

2 min readRead story

Launch Infrastructure

Databricks Pushes Lakebase Postgres as the Backend for Apps and Agents

The developer push pairs managed PostgreSQL with Databricks Apps, handling application identities and connection details inside the workspace while leaving teams to choose their database environment and data-access model.

13 hours ago

3 min readRead story

Partnership Infrastructure

Equinix Sets Q1 2027 Start for Distributed Enterprise AI Inference Service

The planned service combines NVIDIA infrastructure designs, Together AI model serving and Equinix connectivity. Its test is whether one package can simplify placing AI workloads across providers and locations.

13 hours ago

2 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.

14 hours ago

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.

15 hours ago

2 min readRead story

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.

15 hours ago

3 min readRead story

Infrastructure

Musk Warns of AI Power Shortfall as Zuckerberg Cites Data-Center Labor Gap

At the G20 Innovation Ministerial in Chapel Hill, two leading AI infrastructure backers pointed to limits outside the data center: available electricity and the people qualified to build facilities.

19 hours ago

3 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.

20 hours ago

3 min readRead story

Yesterday

4 stories

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.

Yesterday

3 min readRead story

Government action Infrastructure

Army’s $10B ITES-4H Tests Whether Faster AI Infrastructure Buying Can Keep Its Guardrails

A new expert debate frames the Army’s existing hardware vehicle as more than a purchasing channel: it is a test of whether shared standards can speed AI readiness without reducing competition and technical diligence to formalities.

Yesterday

2 min readRead story

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

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.

Yesterday

2 min readRead story

Load more stories18 more next