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Browsing: data centers
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…
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…
Apple Just Passed Nvidia to Become the World’s Most Valuable Company Again. The Flip Says Less About Apple Than It Does About How Investors Are Starting to Feel About the AI Infrastructure Boom
By fariehan
Apple has overtaken Nvidia as the world’s most valuable public company again. The reversal comes as investors reassess the AI…
Meta Just Quit the Global Clean Energy Pact It Signed Three Years Ago Because Its AI Data Centers Need More Power Than Renewables Can Deliver Right Now. The Exit Is the Most Honest Statement Any Big Tech Company Has Made About the Real Cost of the AI Boom
By fariehan
Meta just left the RE100 clean energy initiative, signaling a major change in how it plans to power its expanding…
Intel Just Committed Over $20 Billion in Capital Spending for 2026 and AI Servers Are the Entire Reason Why. The Company That Almost Missed the AI Era Is Now Betting Everything on Not Missing It Twice
By fariehan
Intel is raising its 2026 capital spending forecast as AI demand strengthens its server business. The increase gives Intel more…
Wistron Just Opened a $700 Million Factory in the US Dedicated Entirely to Building Nvidia Superchips. The Facility Is Part of a Quiet but Accelerating Push to Move AI Hardware Manufacturing Onto American Soil
By fariehan
Wistron’s Nvidia Superchips are moving into U.S. production after Wistron opened a $700 million manufacturing facility in Fort Worth, Texas.…
New York Just Became the First U.S. State to Ban New Data Centers. The AI Industry’s Real Estate Problem Just Got Political.
By precious
New York has become the first U.S. state to temporarily stop the construction of new hyperscale data centers, putting one…
China Just Demonstrated a Fiber Network Transmitting 51.3 Terabits Per Second Without a Single Signal Repeater. Here Is Why That Number Rewrites What Anyone Thought Was Possible for Global Internet Infrastructure
By fariehan
China’s fiber network has reached a major milestone after researchers transmitted 51.3 terabits per second across 206.5 kilometers without using…
Meta’s Custom AI Chip Iris Is Going Into Production in September. The Company Spending $145 Billion on AI This Year Has Decided the Cost of Depending on Nvidia Is No Longer Worth It.
By precious
Meta is preparing to begin production of its latest custom artificial intelligence (AI) chip in September as the company pushes…
Export Controls Were Supposed to Keep Advanced AI Chips Out of China. Taiwan’s Smuggling Investigation Suggests That Is Not How It Is Playing Out
By fariehan
AI chips are once again at the center of the U.S.-China technology race after Taiwan uncovered an alleged smuggling operation…