NVIDIA H200 Shortage Pushes AI Chip Prices Up 40%
NVIDIA H200 GPU supply constraints drive a 40% price surge in Q2 2025, reshaping the AI infrastructure market and forcin…
🏷️ AI Infrastructure
200 articles about 'AI Infrastructure'
AI API Aggregators Rise as Developers Seek Unified Model Access
A growing wave of AI API aggregation platforms like OneXModel promises simplified access to top models at competitive pr…
Intel Gaudi 3 Takes Aim at NVIDIA GPU Dominance
Intel's Gaudi 3 AI accelerator promises competitive performance at significantly lower cost, challenging NVIDIA's data c…
Storage Giants Lock In 3-5 Year Supply Deals Amid AI Boom
SanDisk, Seagate, and Western Digital are extending long-term supply agreements to unprecedented lengths as AI-driven de…
Databricks Acquires AI Training Startup to Boost LLM Capabilities
Databricks doubles down on foundation model training with a strategic acquisition that builds on its $1.3B MosaicML deal…
NVIDIA Blackwell Ultra B300 Enters Mass Production
NVIDIA's next-gen B300 GPU begins mass production, delivering major AI performance gains for hyperscale data centers.
Memory Chip Makers Post Record Profits as AI Boom Tightens Supply
Samsung, SK Hynix, and Western Digital report explosive profit growth as AI-driven demand creates a memory chip 'super c…
DDR6 Memory Enters Full Development, Eyes 2028 Launch
Samsung, SK Hynix, and Micron begin advanced DDR6 development with substrate partners, targeting double DDR5 speeds and …
Electricians Are the New AI Bottleneck: Stocks to Watch
The $700 billion data center buildout is creating unprecedented demand for skilled electricians, turning blue-collar tra…
AI Industry Faces Valuation, Energy, and Security Storms
OpenAI nears $850B valuation amid mission tensions, Denmark halts data centers, Tesla FSD hits 10B miles, and a Microsof…
Building 5-Gigawatt Data Centers Is Rewriting Engineering Rules
Meta's Hyperion and dozens of gigawatt-scale projects are pushing construction teams into uncharted territory, demanding…
Anthropic Nears $1.5B Joint Venture With Blackstone, Goldman
Anthropic is close to finalizing a $1.5 billion joint venture with Blackstone, Goldman Sachs, and other partners to fund…