#AI Infrastructure

Gimlet Labs just raised $80M to build software that splits AI workloads across every chip type simultaneously. The pitch: 10x efficiency without buying new hardware.

OpenAI is quietly stepping back from its most ambitious infrastructure plans. With an IPO on the horizon and a $730B valuation to defend, Sam Altman is trading moonshots for fiscal discipline. Here's what that means for investors.

Elon Musk's xAI wants to build a massive gas plant in Mississippi. The NAACP says the permit hearing was timed to silence the community. Here's what's really at stake.

KKR is reportedly seeking a multibillion-dollar sale of a data center cooling company. What this deal reveals about where the real money in the AI boom is flowing.

While Tesla grabs headlines with Cybercabs and humanoid robots, the company's actual future lies in massive Megapack batteries powering AI's energy hunger. Inside Musk's quiet pivot to energy dominance.

Nvidia invests $2B each in Lumentum and Coherent, betting on photonics to solve AI data centers' massive power consumption problem. A strategic move beyond chips.

CoreWeave's aggressive $30-35B capex plan for 2026 spooked investors, raising questions about the AI infrastructure company's debt-heavy business model and customer concentration risks.

Google's billion-dollar bet on Form Energy's 100-hour iron-air battery isn't just about powering data centers—it's reshaping how we think about energy storage in the AI era.

G42 and Cerebras deploy 8 exaflops in India as Adani pledges $100B and Reliance $110B for data centers. The race for AI sovereignty has a new player.

Meta's massive Nvidia chip deal isn't just hardware - it's infrastructure warfare for personal superintelligence. What this means for the AI landscape.

Ex-SpaceX engineers raise $50M to challenge China's dominance in optical transceivers, the hidden hardware powering AI data centers. National security meets silicon strategy.

While everyone focuses on GPUs, DRAM prices have surged 7x in a year. Memory orchestration is becoming the make-or-break skill for AI companies as inference costs spiral.