Tech Giants Race to Fund SK Hynix Production Lines
Global tech companies are offering to invest in SK Hynix's new fabs and fund EUV equipment purchases worth hundreds of m…
🏷️ AI infrastructure
200 articles about 'AI infrastructure'
Tsinghua-Backed AI Infra Startup Raises $100M+ to Rebuild Computing Around GPUs
Beijing-based RongXin ZhiYuan closes angel round worth hundreds of millions of yuan to develop GPU-centric computing arc…
OpenAI Custom Chip Deal Stalls as Broadcom Demands Microsoft Buy 40%
Broadcom requires Microsoft to purchase 40% of initial chip production capacity before investing in OpenAI's $180 billio…
Generative AI Economics: Value Chain Still Inverted
Two years after the initial analysis, generative AI revenue grew 5x to $435B but the economic structure remains stubborn…
SoftBank Eyes Nvidia Deal for Japan AI Servers
SoftBank is negotiating with Nvidia to manufacture AI servers domestically in Japan, marking a major shift in Asia's AI …
NVIDIA Bets Big on Fiber Optics as AI Infra Capital Heats Up
NVIDIA's reported $500M-$1B investment in a major fiber optics firm signals growing urgency to secure AI infrastructure …
AI Tools Keep Crashing — Is Reliability the New Crisis?
Major AI tools including Kiro and Antigravity are hitting users with rate limits and server errors, raising questions ab…
Neocloud IREN Acquires OpenStack Champion Mirantis
Former bitcoin miner IREN acquires Mirantis to build an AI-optimized cloud platform while pledging continued support for…
Rambus Launches TDM-Based PCIe 7.0 Switch IP
Rambus unveils PCIe 7.0 switch chip IP with time-division multiplexing to enable massive scaling for AI clusters and HPC…
The Hidden API Proxy Business Behind China's Token Boom
A booming underground industry of API relay stations resells access to Western AI models like GPT and Claude to Chinese …
Musk Rents Tens of Thousands of GPUs to Cursor
xAI pivots to cloud computing by leasing massive GPU clusters to AI coding startup Cursor, challenging AWS, Azure, and O…
Arm Says Data Center Will Be Its Biggest Business by 2030
Arm reports record Q4 revenue as AGI CPU demand doubles to $2B in 6 weeks, with data center royalties surging and a bold…