OpenAI just inked a manufacturing deal with Taiwan's Foxconn, the electronics giant behind Apple's iPhones, to build AI data center components on U.S. soil. The partnership marks OpenAI's latest move to secure domestic supply chains as the company burns...
Nvidia's latest earnings just delivered the AI infrastructure validation Wall Street was waiting for - but they've also intensified the debate over whether we're witnessing sustainable growth or dangerous bubble territory. While analysts unanimously agree the results confirm robust...
The Buzz■Google opens its largest AI infrastructure hardware engineering hub outside the US in Taipei, Taiwan■The multidisciplinary center will employ hundreds of engineers focused on AI innovation and hardware development■Taiwan's strategic position connecting AI design, engineering, manufacturing and deployment...
Nvidia just proved what many suspected - the GPU revolution has completely flipped scientific computing. In 2019, nearly 70% of the world's top supercomputers ran on CPUs alone. Today, that number has crashed below 15%, with 80% of accelerated...
Anthropic just threw down a $50 billion gauntlet in the AI infrastructure wars, announcing plans to build data centers across Texas and New York through 2026. The move puts Claude's creator squarely in competition with OpenAI's $500 billion Stargate...
CoreWeave's stock tumbled 16% Tuesday after CEO Mike Intrator wouldn't confirm whether Core Scientific caused the data center delays that just torpedoed the AI infrastructure company's full-year revenue guidance. The awkward dance around naming names sent both companies spiraling,...
CoreWeave just delivered a monster quarter that shows the AI infrastructure gold rush is far from over. The cloud provider doubled revenue to $1.36 billion, crushing Wall Street estimates by $70 million as massive deals with Meta and OpenAI...
OpenAI is quietly pushing the Trump administration to dramatically expand federal tax credits for AI infrastructure, according to a recently surfaced letter that reveals the company's ambitious strategy to secure government backing for its massive data center expansion. The...
Nvidia just dropped €1 billion on Europe's AI sovereignty push. The chip giant inked a massive partnership with Deutsche Telekom to build an "AI factory" in Munich that promises to boost Germany's AI computing power by 50%. The deal...
Microsoft just locked down another massive piece of the AI infrastructure puzzle with a $9.7 billion deal that sends a clear signal about where the compute wars are heading. The five-year contract with Australia's IREN gives Microsoft access to...
