TitlesSummaries

8Smartphones: Worst Quarterly Shipment Drop on Record, Down 22%, as AI Demand Drives Memory Prices Up 350%Infra12h ago

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Smartphones: Worst Quarterly Shipment Drop on Record, Down 22%, as AI Demand Drives Memory Prices Up 350%

Infra· 1 src · 2h ago

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7vLLM/AMD: MI355X Beats NVIDIA B300 by 24% Per GPU Serving Kimi K3 on AgentX BenchmarkInfra110h ago

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vLLM/AMD: MI355X Beats NVIDIA B300 by 24% Per GPU Serving Kimi K3 on AgentX Benchmark

Infra· 1 src · 10h ago

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7Taiwan Plans $2B-$4B US Industrial Parks, Starting With Texas Site, to Anchor Chip and AI Supply ChainInfra110h ago

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Taiwan Plans $2B-$4B US Industrial Parks, Starting With Texas Site, to Anchor Chip and AI Supply Chain

Infra· 1 src · 10h ago

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6AI Data Centers' Environmental Footprint: Power Use Surging, Gas Buildout Growing, Data ScarceInfra12h ago

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AI Data Centers' Environmental Footprint: Power Use Surging, Gas Buildout Growing, Data Scarce

Infra· 1 src · 2h ago

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7Blackstone: Jon Gray Pushes Firm Across AI Infrastructure, From Data Centers to Google and Nvidia DealsInfra11d ago

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Blackstone: Jon Gray Pushes Firm Across AI Infrastructure, From Data Centers to Google and Nvidia Deals

Infra· 1 src · 1d ago

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7Nvidia RTX Spark in Surface Laptop Ultra Beats M5 Max MacBook Pro by ~25% in Local Agentic AI TestsInfra11d ago

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Nvidia RTX Spark in Surface Laptop Ultra Beats M5 Max MacBook Pro by ~25% in Local Agentic AI Tests

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7ByteDance in Advanced Talks to Buy MediaTek Data Center ASICs, Reportedly Its Second Major Customer After GoogleInfra11d ago

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ByteDance in Advanced Talks to Buy MediaTek Data Center ASICs, Reportedly Its Second Major Customer After Google

Infra· 1 src · 1d ago

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6Colt DCS and RMZ Begin Building 64 MW AI-Ready Mumbai 3 Data Center in Navi MumbaiInfra11d ago

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Colt DCS and RMZ Begin Building 64 MW AI-Ready Mumbai 3 Data Center in Navi Mumbai

Infra· 1 src · 1d ago

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6Netflix: Automated GPU Health Detection and Remediation Keeps Large Training Jobs RunningInfra11d ago

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Netflix: Automated GPU Health Detection and Remediation Keeps Large Training Jobs Running

Infra· 1 src · 1d ago

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6NVIDIA: Nordic AI Ecosystem Expands With Sferical One Supercomputer and Projected 1 GW of AI Cloud Capacity by 2027Infra11d ago

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NVIDIA: Nordic AI Ecosystem Expands With Sferical One Supercomputer and Projected 1 GW of AI Cloud Capacity by 2027

Infra· 1 src · 1d ago

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6Ricursive Intelligence Founders Pitch AI That Designs Chips Whole, Aiming for One-Week Design CyclesInfra11d ago

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Ricursive Intelligence Founders Pitch AI That Designs Chips Whole, Aiming for One-Week Design Cycles

Infra· 1 src · 1d ago

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6NVIDIA Joins European Commission's AI in Science Enablers Initiative Tied to RAISEInfra11d ago

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NVIDIA Joins European Commission's AI in Science Enablers Initiative Tied to RAISE

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6Chicago Fed's Goolsbee: AI Build-Out Is Crowding Out Other Sectors, Not Just Adding to GrowthInfra11d ago

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Chicago Fed's Goolsbee: AI Build-Out Is Crowding Out Other Sectors, Not Just Adding to Growth

Infra· 1 src · 1d ago

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7ASML: AI Demand Outstrips Capacity Through 2028 as Customers Seek Orders for 2029-2030Infra52d ago

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ASML: AI Demand Outstrips Capacity Through 2028 as Customers Seek Orders for 2029-2030

Infra· 5 srcs · 2d ago

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7OpenAI: Infrastructure Chief Sachin Katti Leaving; CTO of Compute Uday Ruddarraju Takes OverInfra31d ago

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OpenAI: Infrastructure Chief Sachin Katti Leaving; CTO of Compute Uday Ruddarraju Takes Over

Infra· 3 srcs · 1d ago

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6vLLM: Push-Based NIXL Connector Speeds Prefill-Decode Disaggregated ServingInfra11d ago

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vLLM: Push-Based NIXL Connector Speeds Prefill-Decode Disaggregated Serving

Infra· 1 src · 1d ago

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7Intel: Crescent Island Inference GPU Becomes Data Center GPU D-Series (D270), 480 GB LPDDR5X per CardInfra33d ago

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Intel: Crescent Island Inference GPU Becomes Data Center GPU D-Series (D270), 480 GB LPDDR5X per Card

Infra· 3 srcs · 3d ago

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7NTT Data in Final Talks to Build Up-to-500 MW Osaka Data Center for Anthropic, Report SaysInfra13d ago

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NTT Data in Final Talks to Build Up-to-500 MW Osaka Data Center for Anthropic, Report Says

Infra· 1 src · 3d ago

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7China's Push to Wean Tech Firms Off Nvidia Chips Faces Uphill Battle Despite Huawei GainsInfra13d ago

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China's Push to Wean Tech Firms Off Nvidia Chips Faces Uphill Battle Despite Huawei Gains

Infra· 1 src · 3d ago

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6NVIDIA Europe Roundup: Bull Vera Rubin Ultra Servers, Altair-1 Satellite, French Sovereign AI DealsInfra13d ago

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NVIDIA Europe Roundup: Bull Vera Rubin Ultra Servers, Altair-1 Satellite, French Sovereign AI Deals

Infra· 1 src · 3d ago

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6Four Used Tesla V100s on NVLink Board Outrun Two DGX Sparks and an M5 Ultra on Local LLM InferenceInfra13d ago

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Four Used Tesla V100s on NVLink Board Outrun Two DGX Sparks and an M5 Ultra on Local LLM Inference

Infra· 1 src · 3d ago

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6China: Inner Mongolia's Ulanqab Becomes AI Data Center Hub With Nearly 90 Facilities PlannedInfra13d ago

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China: Inner Mongolia's Ulanqab Becomes AI Data Center Hub With Nearly 90 Facilities Planned

Infra· 1 src · 3d ago

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6Amazon SageMaker AI: Fused MoE Kernel Optimizations, Including Swap-AB for NVIDIA HopperInfra12d ago

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Amazon SageMaker AI: Fused MoE Kernel Optimizations, Including Swap-AB for NVIDIA Hopper

Infra· 1 src · 2d ago

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7Qualcomm CEO Amon Predicts AI-Agent Smartphone Supercycle, Pushes Into Data Centers and 6GInfra14d ago

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Qualcomm CEO Amon Predicts AI-Agent Smartphone Supercycle, Pushes Into Data Centers and 6G

Infra· 1 src · 4d ago

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7OCP Global Summit: NVIDIA Opens Vera Rubin ArchitectureInfra13d ago

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OCP Global Summit: NVIDIA Opens Vera Rubin Architecture

Infra· 1 src · 3d ago

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7Microsoft Announces Maia 300 Inference Chip, Plans Multi-Gigawatt Maia Rollout From 2027Infra73d ago

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Microsoft Announces Maia 300 Inference Chip, Plans Multi-Gigawatt Maia Rollout From 2027

Infra· 7 srcs · 3d ago

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7NVIDIA, Cisco Announce USFP: 400Gb/s-Per-Lane Pluggable Optics for AI FactoriesInfra13d ago

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NVIDIA, Cisco Announce USFP: 400Gb/s-Per-Lane Pluggable Optics for AI Factories

Infra· 1 src · 3d ago

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7AMD Unveils Helion Rack Server Reference Design at OCP Summit to Challenge Nvidia's NVL72Infra14d ago

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AMD Unveils Helion Rack Server Reference Design at OCP Summit to Challenge Nvidia's NVL72

Infra· 1 src · 4d ago

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7AWS: Multi-Node Ray LLM Deep Learning Containers Arrive for Amazon EKS with Disaggregated ServingInfra13d ago

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AWS: Multi-Node Ray LLM Deep Learning Containers Arrive for Amazon EKS with Disaggregated Serving

Infra· 1 src · 3d ago

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6AI Data Centers Now Cost Tens of Billions Each as Big Tech Capex Nears $750B This YearInfra14d ago

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AI Data Centers Now Cost Tens of Billions Each as Big Tech Capex Nears $750B This Year

Infra· 1 src · 4d ago

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6Russia and Ukraine Trade Data Center Strikes; Drones Hit Three Yandex Facilities, Including AI Training SiteInfra33d ago

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Russia and Ukraine Trade Data Center Strikes; Drones Hit Three Yandex Facilities, Including AI Training Site

Infra· 3 srcs · 3d ago

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6Google: $15B Visakhapatnam AI Data Centre to Use Air Cooling Amid Local Water and Land ProtestsInfra14d ago

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Google: $15B Visakhapatnam AI Data Centre to Use Air Cooling Amid Local Water and Land Protests

Infra· 1 src · 4d ago

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7Anthropic Reportedly Signs Cloud Deal With IREN as It Pushes Partners to Speed Up ~$530B in Data Center LeasesInfra24d ago

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Anthropic Reportedly Signs Cloud Deal With IREN as It Pushes Partners to Speed Up ~$530B in Data Center Leases

Infra· 2 srcs · 4d ago

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7RTX 5090 Street Prices Hit ~$5,000 as Reports Link Retail Cards to AI Server BuildsInfra15d ago

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RTX 5090 Street Prices Hit ~$5,000 as Reports Link Retail Cards to AI Server Builds

Infra· 1 src · 5d ago

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7Yandex: Reported Ukrainian Drone Strike on Vladimir Data Center Disrupts Cloud and Consumer ServicesInfra24d ago

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Yandex: Reported Ukrainian Drone Strike on Vladimir Data Center Disrupts Cloud and Consumer Services

Infra· 2 srcs · 4d ago

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6KPMG: India's Telecom Sector Faces Technology Ownership Gap, With Deep-Tech Layers Over 70% Import-DependentInfra14d ago

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KPMG: India's Telecom Sector Faces Technology Ownership Gap, With Deep-Tech Layers Over 70% Import-Dependent

Infra· 1 src · 4d ago

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7Anthropic's Amodei Reportedly Asked Meta's Alexandr Wang for Compute; Meta DeclinedInfra26d ago

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Anthropic's Amodei Reportedly Asked Meta's Alexandr Wang for Compute; Meta Declined

Infra· 2 srcs · 6d ago

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7vLLM: Day-0 Support for NVIDIA Vera Rubin NVL72, Early Results Show Up to 7.8x Per-GPU Throughput GainInfra16d ago

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vLLM: Day-0 Support for NVIDIA Vera Rubin NVL72, Early Results Show Up to 7.8x Per-GPU Throughput Gain

Infra· 1 src · 6d ago

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7Oxide Computer Raises $445M Series D at $6B Valuation as Enterprises Rethink Cloud RentalInfra16d ago

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Oxide Computer Raises $445M Series D at $6B Valuation as Enterprises Rethink Cloud Rental

Infra· 1 src · 6d ago

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6Nvidia GPUs: Hyperscalers Short on Supply as Neoclouds and Other Providers Fill the GapInfra16d ago

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Nvidia GPUs: Hyperscalers Short on Supply as Neoclouds and Other Providers Fill the Gap

Infra· 1 src · 6d ago

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7NVIDIA Commits $1B Over Five Years to US Science AI Under Genesis MissionInfra1Oct 9

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NVIDIA Commits $1B Over Five Years to US Science AI Under Genesis Mission

Infra· 1 src · Oct 9

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7East Fishkill, NY: Town Imposes Datacenter Moratorium as Developer Eyes 1GW AI Campus at Former IBM SiteInfra16d ago

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East Fishkill, NY: Town Imposes Datacenter Moratorium as Developer Eyes 1GW AI Campus at Former IBM Site

Infra· 1 src · 6d ago

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7Amazon Will Stop Using NDAs in Data Center Deals With Local GovernmentsInfra46d ago

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Amazon Will Stop Using NDAs in Data Center Deals With Local Governments

Infra· 4 srcs · 6d ago

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6Ai2: Replaces Priority-Based GPU Scheduler With Time Budgets and Fair-Share AllocationInfra16d ago

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Ai2: Replaces Priority-Based GPU Scheduler With Time Budgets and Fair-Share Allocation

Infra· 1 src · 6d ago

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6Postman: Agent Mode for 40M Developers Runs on Amazon Bedrock, With Context Treated as the BottleneckInfra16d ago

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Postman: Agent Mode for 40M Developers Runs on Amazon Bedrock, With Context Treated as the Bottleneck

Infra· 1 src · 6d ago

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8China's AI Compute Buildout Approaches 74 GW Total as US Lead Narrows, SemiAnalysis FindsInfra1Oct 8

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China's AI Compute Buildout Approaches 74 GW Total as US Lead Narrows, SemiAnalysis FindsTop

Infra· 1 src · Oct 8

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7Texas ERCOT Freezes New Data Center Grid Permits as Interconnection Queue Hits 474 GWInfra1Oct 8

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Texas ERCOT Freezes New Data Center Grid Permits as Interconnection Queue Hits 474 GW

Infra· 1 src · Oct 8

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7Finland Data Center Investments Surpass €67 Billion as AI Infrastructure Rush AcceleratesInfra1Oct 8

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Finland Data Center Investments Surpass €67 Billion as AI Infrastructure Rush Accelerates

Infra· 1 src · Oct 8

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7Amazon Bedrock AgentCore Payments Lets AI Agents Pay for Inference and APIs via x402 StablecoinsInfra1Oct 8

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Amazon Bedrock AgentCore Payments Lets AI Agents Pay for Inference and APIs via x402 Stablecoins

Infra· 1 src · Oct 8

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6ICANN Reveals 1,615 New gTLD Applications; AI Domains .agent, .agi, and .asi Lead the RaceInfra2Oct 8

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ICANN Reveals 1,615 New gTLD Applications; AI Domains .agent, .agi, and .asi Lead the Race

Infra· 2 srcs · Oct 8

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