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Browsing: AI infrastructure
SMIC Just Reported Record Quarterly Revenue of $3 Billion and Raised Its Chip Prices to Match. China’s Most Important Semiconductor Manufacturer Is No Longer Playing Catch-Up on Revenue Either
By fariehan
SMIC’s record quarterly revenue has pushed China’s leading chipmaker into a stronger position. For the first time, the company reported…
A Former Bitcoin Miner Just Raised $2 Billion to Build GPU AI Factories Across Australia and Asia-Pacific. Nvidia, Blackstone, and Coatue Are Betting Firmus’ Liquid-Cooled, Grid-Aware Campuses Can Solve the Power Problem Data Centers Can’t.
By precious
What good are thousands of powerful GPUs if the power grid cannot provide enough electricity for it to run? Firmus…
Texas Welcomed Every AI Data Center That Wanted to Come. Now the State That Built Its Identity Around That Openness Is Pushing Back and the Reasons Go Deeper Than Power Grid Strain.
By precious
Texas spent years selling itself as the place where AI companies could build without too many obstacles. In fact, Governor…
The Nvidia RTX 5090 Launched at $1,999 and Is Now Routinely Selling for Over $4,000 on the Secondary Market. The GPU Shortage Driving That Premium Is the Same One Slowing Down Every AI Lab, Game Studio, and Research Institution That Cannot Get Allocation
By fariehan
Nvidia’s RTX 5090 launched at $1,999, yet its market price has climbed above $4,000. Currently, prices have reached roughly $4,400. …
The U.S. Is Now Drafting Restrictions on Chinese-Made Servers, Cooling Systems, and Power Equipment. The Trade War Just Moved From Chips to Everything Around Them and the Supply Chain Consequences Are Far Larger Than the Chip Bans That Came Before.
By precious
The U.S. government is preparing new restrictions on Chinese technology used inside data centers, bringing another part of the AI…
Valar Atomics Just Raised $1 Billion Led by Sequoia to Build Small Nuclear Reactors Designed Specifically for AI Data Centers. The Raise Is the Clearest Signal Yet That the Energy Problem Behind the AI Boom Has Moved From a Policy Debate to an Investment Thesis.
By precious
Valar Atomics has raised $1 billion in a Series B round led by Sequoia Capital, giving the nuclear startup the…
Amazon Just Crossed $3 Trillion in Market Value and Became Only the Fifth Company in History to Get There. What Pushed It Over the Line Was Not Retail and Not AWS. It Was AI Momentum and the Market Knows It.
By precious
Amazon has crossed a valuation milestone that only four companies had reached before it. On August 3, Amazon shares jumped…
Google, Broadcom, Morgan Stanley, Apollo, and Blackstone Have Assembled Roughly $200 Billion in Financing Just to Keep Anthropic Supplied With Chips and Data Centers. None of It Sits on Google’s Balance Sheet and That Arrangement Is Entirely by Design
By fariehan
Anthropic now sits at the center of a roughly $200 billion financing network for chips and data centers. The company…
China Just Listed Its Most Valuable Publicly Traded Company and Most of the World Has Never Heard of It. CXMT Makes the Memory Chips That Could End China’s Dependence on Samsung and SK Hynix
By fariehan
CXMT has become China’s most valuable listed company, yet few people know the company. However, its Shanghai debut changed that…
The US Just Awarded GlobalFoundries $300 Million to Solve One of the Hardest Problems in AI Chip Design. The Interconnect Research It Is Funding Could Determine Whether American Chips Can Keep Up With What Taiwan Is Building
By fariehan
GlobalFoundries will receive an expected $300 million U.S. CHIPS R&D award for silicon photonics research. The program will advance optical…