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Browsing: AI infrastructure
Nvidia is hiking AI chip prices again, putting pressure on companies racing to expand AI infrastructure. The increases come as…
Google Just Took a $12.2 Billion Stake in Marvell to Build Its Own AI Chips. The Largest Custom Silicon Deal in Tech History Means Google Is Done Waiting for Nvidia.
By precious
Google is deepening its push into custom AI chips with Marvell Technology, giving the chipmaker a role in building hardware…
Anthropic’s AI outage exposed a serious business risk. Regulators can remove AI models without warning. However, the event did not…
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…