Nvidia Warns Hyperscalers of 15% AI Server Price Hikes Starting in 2027
Nvidia has notified some of its largest customers that prices for AI servers built around its flagship accelerators will rise by more than...
Nebius Raises $4.5 Billion to Build AI Data Centers as Demand Outstrips Supply
Nebius Group unveiled plans on August 19 to raise $4.5 billion through convertible senior notes, marking one of the largest capital inject...
Meta and Micron Repurpose Smartphone Memory Chips to Power AI Data Centers
Meta Platforms has partnered with Micron Technology to adapt LPDDR5X memory chips — originally designed for smartphones — for use in large...
Meta and Micron Repurpose Smartphone Memory Chips to Power AI Data Centers
Meta Platforms has partnered with Micron Technology to adapt LPDDR5X memory chips — originally designed for smartphones — for use in large...
Meta plans September start for in-house AI chip as it aims to double computing capacity
Meta Platforms plans to begin production of a custom artificial intelligence chip in September, a move designed to roughly double the comp...
Meta Commits C$13 Billion to Build First Canadian Data Center in Alberta
Meta Platforms has committed C$13 billion to build its first Canadian data center in Sturgeon County, Alberta, a sprawling 1-gigawatt faci...
Nvidia, Firmus Plan 170,000-GPU Indonesian Campus in $30 Billion AI Infrastructure Push
An Australian data center operator and Nvidia have agreed to build a 360-megawatt AI computing campus on the Indonesian island of Batam, d...
Why Quantum Computing Stocks Are Being Recast as AI Data Center Plays
A European quantum computing company's decision to go public through a SPAC merger has led investors to draw a direct line between nex...
Nvidia's Vera Push Shows the China AI Chip Race Is Changing Shape
Nvidia's reported Vera CPU push in China shows how AI infrastructure demand is shifting around export controls. Nvidia's China s...
China's AI Data-Center Plan Puts the Chip Race on a Timetable
China's proposed AI data-center grid highlights how national compute ambitions are being constrained by domestic chip supply. China...
Nvidia's SK Hynix Deal Puts Memory Supply at the Center of the AI Boom
Nvidia and SK hynix are tightening AI memory supply as data-center demand makes advanced chips and HBM a strategic bottleneck. The AI bo...
Nvidia's AI Chip Demand Remains the Market's Infrastructure Barometer
Nvidia remains the clearest public-market signal for AI infrastructure demand as investors test the compute boom. Nvidia remains the mar...
Oracle's AI Backlog Tests the Price of the Compute Boom
Oracle's record cloud backlog shows AI infrastructure demand is still expanding, even as capex pressure rises. Oracle has become one...
Private Credit Moves Deeper Into the AI Compute Race
Broadcom, Apollo and Blackstone are turning AI infrastructure into a private-credit financing story at global scale. The artificial-inte...