Subject

Infrastructure

The latest AI news tracked under Infrastructure.

1571

Articles

This week

Memory and power bottlenecks reshape the AI chip race

A shortage of high bandwidth memory, advanced packaging and grid capacity is emerging as a deciding…

15 hours ago

AMD

AMD gains attention as AI server demand lifts growth outlook

AMD’s case rests on rising hyperscaler accelerator share, record server CPU sales and stronger cash generation.…

4 hours ago

Nvidia

AI data center supply chain shifts toward custom chips

NVIDIA remains the dominant accelerator supplier, but hyperscalers are investing heavily in custom silicon and rack-scale…

16 hours ago

SpaceX

SpaceX ramps compute push as Microsoft demand surges

SemiAnalysis expects SpaceX to reach around 10GW of AI datacenter capacity by year-end 2027, supported by…

10 hours ago

EU offers $11.4 billion for AI gigafactories

The European Commission wants public funding for new high-powered data centers to draw major private investment.…

2 days ago

AMD

AMD buys Taalas to strengthen AI inference

AMD has agreed to acquire Toronto-based Taalas, a privately held startup focused on AI inference. Deal…

5 hours ago

All Infrastructure news

9 AugKeepit launches AI Truth Cloud for verified AI data

9 AugAMDAMD gains attention as AI server demand lifts growth outlook

8 AugAMDAMD buys Taalas to strengthen AI inference

8 AugSpaceXSpaceX ramps compute push as Microsoft demand surges

8 AugNvidiaMemory and power bottlenecks reshape the AI chip race

8 AugNvidiaAI data center supply chain shifts toward custom chips

8 AugTSMCTSMC waits on DRAM to finish Apple chip packaging

8 AugNanya plans EUV DRAM expansion at Fab5A

7 AugAMDBofA sees AMD narrowing Nvidia’s chip lead

7 AugNvidiaNVIDIA leads sovereign AI LLM index with 92% share

7 AugEU offers $11.4 billion for AI gigafactories

7 AugAnthropicAnthropic builds in-house chip team for Claude

7 AugNEO Semiconductor launches NEO.AI memory platform

7 AugSilicon Motion unveils MonTitan SSD design kit for agentic AI storage

7 AugSAPEurope’s tech incumbents gain from AI rollout

6 AugVolta claims $10B Norway AI factory deal

6 AugStanford Medicine team gets $20 million for cloud lab standards

6 AugMicrosoftAnalyst questions Big Tech’s AI spending boom

6 AugSpaceXSpaceX commits to Nvidia as its exclusive GPU supplier

6 AugSamsungMemory capacity for 2027 is already sold out

6 AugAMDAMD reports record quarter as data center revenue doubles

5 AugNvidiaNVIDIA pushes storage closer to GPUs for AI workloads

5 AugNvidiaNVIDIA backs NSF regional AI hubs

5 AugPika launches lower-cost API club for generative media