Tag: AI infrastructure

OpenAI Just Showed Nvidia's 75% Margin A Door, And I...

OpenAI's custom Jalapeño inference chip posted up to 1.9x more throughput per...

Nvidia's $96 Billion Quarter Finally Got a Standing ...

Nvidia posted a record $96.2 billion quarter and guided to $108 billion, fina...

Australia Just Told AI Data Centres to Bring Their O...

Australia's data centres are set to consume as much power by 2036 as every ho...

JPMorgan's Banker Says There's "Always Risk" — and S...

Sam Altman admits Americans hate data centers even as OpenAI pours $50 billio...

A Supermarket Empire Just Dropped €5.6 Billion on a ...

Lidl's parent company Schwarz Group is investing up to €5.6 billion in a 240-...

Wall Street Is Buying Gigawatts, Not Data Centers — ...

The Bloomberg Deals panel says power and infrastructure now sit at the center...

Marvell Just Printed a Record Quarter and the Stock ...

Marvell posts record Q2 revenue of $2.739 billion, up 37%, with data center g...

Amazon Built Its Own Chips to Escape Nvidia — Then J...

Amazon just tripled its Nvidia GPU commitment, adding 2 million more chips fo...

The UK Just Started Charging for Fake AI Demand — an...

The UK's Ofgem is charging data center developers up to £712,500 per megawatt...

Nebius Just Raised $5.75 Billion of Convertible Debt...

Nebius Group closed a $5.75 billion convertible senior notes offering to fund...

The Utility CEO Just Said AI Demand Isn't Slowing — ...

Southern Company CEO Chris Womack told Bloomberg that AI data center demand i...

Nvidia Just Beat Every Number — and the Stock Fell A...

Nvidia printed $96.2 billion in Q2 FY2027 revenue, up 106 percent, beat earni...

Two Labs Are About to Own the World's Compute — and ...

SemiAnalysis' Dylan Patel says Anthropic and OpenAI are on track to control m...

OpenAI Just Lost the Man in Charge of Its Data Cente...

OpenAI's head of data centers, Chris Malone, left last week — one of 13 execu...

So OpenAI Built a Faster Chip Than Nvidia. Now Ask W...

OpenAI's Jalapeño inference chip beat Nvidia's GB300 in first published bench...

Tasmania Just Approved a 288MW AI Data Centre With 2...

Tasmania's George Town Council approved Firmus Technologies' 288-megawatt AI ...