#AI Infrastructure
Total 79 articles
A massive winter storm across 34 US states revealed power grid vulnerabilities as AI data centers strain electricity infrastructure, raising concerns about rising utility bills and blackout risks.
Nvidia's $2 billion investment in CoreWeave reveals a strategy to control AI infrastructure beyond just selling chips. Here's what it means for the AI ecosystem and market competition.
A multi-billion-dollar Greenland 1.5GW data center project led by former Trump officials aims to revolutionize AI infrastructure. Read about the roadmap and risks.
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RadixArk, the commercial arm of SGLang, hits a $400M valuation. Alongside vLLM's $1B push, the AI inference infrastructure layer is seeing a massive surge in VC funding.
Storage prices are expected to remain high as Kioxia reports its SSD manufacturing capacity is sold out through 2026 due to the AI-induced memory crunch.
US tech stocks fell as Morgan Stanley warned of slowing IT hardware demand. Analysts cite concerns over AI infrastructure returns and corporate spending.
OpenAI CFO Sarah Friar outlines the 2026 strategy focusing on practical AI adoption in health, science, and enterprise to bridge the gap between AI potential and daily usage.
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The Trump administration is pressuring PJM for an emergency power auction with 15-year contracts to meet rising AI data center demand. Learn how this reshapes the US energy grid.
Micron (MU) stock surged 52% this month following a $100B fab groundbreaking in New York. With memory shortages expected until 2027, learn how AI demand is driving prices up by 55%.
The Trump administration is demanding tech companies invest $15 billion in the PJM power grid. Analyze the standoff between Big Tech's renewable goals and the government's fossil fuel push.
A crypto firm sold $100M in Bitcoin to acquire a 200-acre Rockdale site, subsequently signing a $1B leasing agreement with AMD for AI infrastructure.
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Analysts predict AI hyperscalers US corporate bond supply 2026 will surge as tech giants seek funding for AI infrastructure. Discover the impact on the credit market.
