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8
Data Centre Bonds Sell Off as CoreWeave Debt Hits Record Low and AI Listings Are Pulled
Markets
2
7h ago
8
Data Centre Bonds Sell Off as CoreWeave Debt Hits Record Low and AI Listings Are Pulled
Markets
· 2 srcs · 7h ago
Discuss
7
Senate Democrats Press Meta on $6.6B in R&D Tax Credits Tied to 'Experimental' AI Data Centers
Policy
1
15h ago
7
Senate Democrats Press Meta on $6.6B in R&D Tax Credits Tied to 'Experimental' AI Data Centers
Policy
· 1 src · 15h ago
Discuss
7
TSMC: Q3 Net Profit Hits Record NT$763.1B, Beating Estimates for Sixth Straight Record Quarter
Updated Oct 15
Markets
2
7h ago
7
TSMC: Q3 Net Profit Hits Record NT$763.1B, Beating Estimates for Sixth Straight Record Quarter
Upd Oct 15
Markets
· 2 srcs · 7h ago
Discuss
7
Mueon Raises $65M, Led by Maverick Silicon With Intel, to Rearrange AI Server Racks
Markets
1
6h ago
7
Mueon Raises $65M, Led by Maverick Silicon With Intel, to Rearrange AI Server Racks
Markets
· 1 src · 6h ago
Discuss
7
Modal Raises Series D at $16B Valuation, Reports $1B ARR
Markets
1
6h ago
7
Modal Raises Series D at $16B Valuation, Reports $1B ARR
Markets
· 1 src · 6h ago
Discuss
7
Blackstone: Jon Gray Pushes Firm Across AI Infrastructure, From Data Centers to Google and Nvidia Deals
Infra
1
7h ago
7
Blackstone: Jon Gray Pushes Firm Across AI Infrastructure, From Data Centers to Google and Nvidia Deals
Infra
· 1 src · 7h ago
Discuss
6
Chicago Fed's Goolsbee: AI Build-Out Is Crowding Out Other Sectors, Not Just Adding to Growth
Infra
1
6h ago
6
Chicago Fed's Goolsbee: AI Build-Out Is Crowding Out Other Sectors, Not Just Adding to Growth
Infra
· 1 src · 6h ago
Discuss
6
Netflix: Automated GPU Health Detection and Remediation Keeps Large Training Jobs Running
Infra
1
7h ago
6
Netflix: Automated GPU Health Detection and Remediation Keeps Large Training Jobs Running
Infra
· 1 src · 7h ago
Discuss
6
Colt DCS and RMZ Begin Building 64 MW AI-Ready Mumbai 3 Data Center in Navi Mumbai
Infra
1
7h ago
6
Colt DCS and RMZ Begin Building 64 MW AI-Ready Mumbai 3 Data Center in Navi Mumbai
Infra
· 1 src · 7h ago
Discuss
6
Opinion: AGI Isn't Here Until H100 Rents Rise About 10x to ~$30/Hour, Author Argues
Markets
1
6h ago
6
Opinion: AGI Isn't Here Until H100 Rents Rise About 10x to ~$30/Hour, Author Argues
Markets
· 1 src · 6h ago
Discuss
6
NVIDIA Joins European Commission's AI in Science Enablers Initiative Tied to RAISE
Infra
1
7h ago
6
NVIDIA Joins European Commission's AI in Science Enablers Initiative Tied to RAISE
Infra
· 1 src · 7h ago
Discuss
6
NVIDIA: Nordic AI Ecosystem Expands With Sferical One Supercomputer and Projected 1 GW of AI Cloud Capacity by 2027
Infra
1
15h ago
6
NVIDIA: Nordic AI Ecosystem Expands With Sferical One Supercomputer and Projected 1 GW of AI Cloud Capacity by 2027
Infra
· 1 src · 15h ago
Discuss
7
Major Banks Seek to Offload AI Data Center Loan Risk as Oracle-Linked Debt Strains Credit Markets
Markets
1
22h ago
7
Major Banks Seek to Offload AI Data Center Loan Risk as Oracle-Linked Debt Strains Credit Markets
Markets
· 1 src · 22h ago
Discuss
7
NVIDIA: Open-Sources Full Run:ai GPU Orchestration Platform, Expanding DSX AI Factory
Open Source
1
1d ago
7
NVIDIA: Open-Sources Full Run:ai GPU Orchestration Platform, Expanding DSX AI Factory
Open Source
· 1 src · 1d ago
Discuss
7
CoreWeave: Courts Life Insurers for AI Data Center Funding After $8.5B Investment-Grade GPU-Backed Loan
Markets
1
1d ago
7
CoreWeave: Courts Life Insurers for AI Data Center Funding After $8.5B Investment-Grade GPU-Backed Loan
Markets
· 1 src · 1d ago
Discuss
7
ASML: AI Demand Outstrips Capacity Through 2028 as Customers Seek Orders for 2029-2030
Infra
4
1d ago
7
ASML: AI Demand Outstrips Capacity Through 2028 as Customers Seek Orders for 2029-2030
Infra
· 4 srcs · 1d ago
Discuss
7
OpenAI: Infrastructure Chief Sachin Katti Leaving; CTO of Compute Uday Ruddarraju Takes Over
Infra
3
23h ago
7
OpenAI: Infrastructure Chief Sachin Katti Leaving; CTO of Compute Uday Ruddarraju Takes Over
Infra
· 3 srcs · 23h ago
Discuss
6
Microsoft: Stock Hits Record Close at $543.45, Market Cap Back Above $4 Trillion
Markets
1
1d ago
6
Microsoft: Stock Hits Record Close at $543.45, Market Cap Back Above $4 Trillion
Markets
· 1 src · 1d ago
Discuss
6
AI Infrastructure Stocks Slide as Hot CPI Lifts Fed Hike Odds; SOXX Posts Seventh Straight Loss
Markets
1
23h ago
6
AI Infrastructure Stocks Slide as Hot CPI Lifts Fed Hike Odds; SOXX Posts Seventh Straight Loss
Markets
· 1 src · 23h ago
Discuss
6
Databricks: Private Network Gateway Connects Serverless Workloads to Private Networks, Now in Azure Public Preview
Products
1
1d ago
6
Databricks: Private Network Gateway Connects Serverless Workloads to Private Networks, Now in Azure Public Preview
Products
· 1 src · 1d ago
Discuss
7
JPMorgan, Goldman Underwrite Only $1.3B of $5B Volta AI Loan Sale at ~11% Yield
Markets
1
2d ago
7
JPMorgan, Goldman Underwrite Only $1.3B of $5B Volta AI Loan Sale at ~11% Yield
Markets
· 1 src · 2d ago
Discuss
7
NTT Data in Final Talks to Build Up-to-500 MW Osaka Data Center for Anthropic, Report Says
Infra
1
2d ago
7
NTT Data in Final Talks to Build Up-to-500 MW Osaka Data Center for Anthropic, Report Says
Infra
· 1 src · 2d ago
Discuss
7
Meta: Zuckerberg and Wang Discuss Muse Wonder, $100B+ AI Bet and Personal Agents in Interview
Products
1
2d ago
7
Meta: Zuckerberg and Wang Discuss Muse Wonder, $100B+ AI Bet and Personal Agents in Interview
Products
· 1 src · 2d ago
Discuss
7
Flex: Plans Spin-Off of Axiom AI Data Center Power and Cooling Unit by March 2027
Markets
1
1d ago
7
Flex: Plans Spin-Off of Axiom AI Data Center Power and Cooling Unit by March 2027
Markets
· 1 src · 1d ago
Discuss
6
Amazon SageMaker AI: Fused MoE Kernel Optimizations, Including Swap-AB for NVIDIA Hopper
Infra
1
1d ago
6
Amazon SageMaker AI: Fused MoE Kernel Optimizations, Including Swap-AB for NVIDIA Hopper
Infra
· 1 src · 1d ago
Discuss
6
NVIDIA Europe Roundup: Bull Vera Rubin Ultra Servers, Altair-1 Satellite, French Sovereign AI Deals
Infra
1
2d ago
6
NVIDIA Europe Roundup: Bull Vera Rubin Ultra Servers, Altair-1 Satellite, French Sovereign AI Deals
Infra
· 1 src · 2d ago
Discuss
6
China: Inner Mongolia's Ulanqab Becomes AI Data Center Hub With Nearly 90 Facilities Planned
Infra
1
2d ago
6
China: Inner Mongolia's Ulanqab Becomes AI Data Center Hub With Nearly 90 Facilities Planned
Infra
· 1 src · 2d ago
Discuss
6
IBM India: Launches Bharat Core Connectors, Plans Sovereign AI Stack Blueprint with Andhra Pradesh
Products
1
1d ago
6
IBM India: Launches Bharat Core Connectors, Plans Sovereign AI Stack Blueprint with Andhra Pradesh
Products
· 1 src · 1d ago
Discuss
6
Opinion: AI 'Inevitability Doctrine' Sidelines Democracy, Column Argues, Citing Australian and US Pushback
Policy
1
2d ago
6
Opinion: AI 'Inevitability Doctrine' Sidelines Democracy, Column Argues, Citing Australian and US Pushback
Policy
· 1 src · 2d ago
Discuss
7
Tencent Markets ~$5B Offshore Bond to Fund AI Capex, Mostly Chip Purchases
Updated Oct 14
Markets
2
1d ago
7
Tencent Markets ~$5B Offshore Bond to Fund AI Capex, Mostly Chip Purchases
Upd Oct 14
Markets
· 2 srcs · 1d ago
Discuss
7
AMD Unveils Helion Rack Server Reference Design at OCP Summit to Challenge Nvidia's NVL72
Infra
1
3d ago
7
AMD Unveils Helion Rack Server Reference Design at OCP Summit to Challenge Nvidia's NVL72
Infra
· 1 src · 3d ago
Discuss
7
OCP Global Summit: NVIDIA Opens Vera Rubin Architecture
Infra
1
2d ago
7
OCP Global Summit: NVIDIA Opens Vera Rubin Architecture
Infra
· 1 src · 2d ago
Discuss
7
Qualcomm CEO Amon Predicts AI-Agent Smartphone Supercycle, Pushes Into Data Centers and 6G
Infra
1
3d ago
7
Qualcomm CEO Amon Predicts AI-Agent Smartphone Supercycle, Pushes Into Data Centers and 6G
Infra
· 1 src · 3d ago
Discuss
7
Microsoft Announces Maia 300 Inference Chip, Plans Multi-Gigawatt Maia Rollout From 2027
Infra
7
2d ago
7
Microsoft Announces Maia 300 Inference Chip, Plans Multi-Gigawatt Maia Rollout From 2027
Infra
· 7 srcs · 2d ago
Discuss
7
NVIDIA, Cisco Announce USFP: 400Gb/s-Per-Lane Pluggable Optics for AI Factories
Infra
1
2d ago
7
NVIDIA, Cisco Announce USFP: 400Gb/s-Per-Lane Pluggable Optics for AI Factories
Infra
· 1 src · 2d ago
Discuss
7
AWS: Multi-Node Ray LLM Deep Learning Containers Arrive for Amazon EKS with Disaggregated Serving
Infra
1
2d ago
7
AWS: Multi-Node Ray LLM Deep Learning Containers Arrive for Amazon EKS with Disaggregated Serving
Infra
· 1 src · 2d ago
Discuss
6
AI Data Centers Now Cost Tens of Billions Each as Big Tech Capex Nears $750B This Year
Infra
1
3d ago
6
AI Data Centers Now Cost Tens of Billions Each as Big Tech Capex Nears $750B This Year
Infra
· 1 src · 3d ago
Discuss
6
Russia and Ukraine Trade Data Center Strikes; Drones Hit Three Yandex Facilities, Including AI Training Site
Infra
3
2d ago
6
Russia and Ukraine Trade Data Center Strikes; Drones Hit Three Yandex Facilities, Including AI Training Site
Infra
· 3 srcs · 2d ago
Discuss
6
Google: $15B Visakhapatnam AI Data Centre to Use Air Cooling Amid Local Water and Land Protests
Infra
1
3d ago
6
Google: $15B Visakhapatnam AI Data Centre to Use Air Cooling Amid Local Water and Land Protests
Infra
· 1 src · 3d ago
Discuss
6
Federated AI Training Moves From Pilot to Production Across DOE Supercomputers, Per New Paper
Research
1
3d ago
6
Federated AI Training Moves From Pilot to Production Across DOE Supercomputers, Per New Paper
Research
· 1 src · 3d ago
Discuss
7
Anthropic Reportedly Signs Cloud Deal With IREN as It Pushes Partners to Speed Up ~$530B in Data Center Leases
Infra
2
3d ago
7
Anthropic Reportedly Signs Cloud Deal With IREN as It Pushes Partners to Speed Up ~$530B in Data Center Leases
Infra
· 2 srcs · 3d ago
Discuss
7
RTX 5090 Street Prices Hit ~$5,000 as Reports Link Retail Cards to AI Server Builds
Infra
1
4d ago
7
RTX 5090 Street Prices Hit ~$5,000 as Reports Link Retail Cards to AI Server Builds
Infra
· 1 src · 4d ago
Discuss
7
Yandex: Reported Ukrainian Drone Strike on Vladimir Data Center Disrupts Cloud and Consumer Services
Infra
2
3d ago
7
Yandex: Reported Ukrainian Drone Strike on Vladimir Data Center Disrupts Cloud and Consumer Services
Infra
· 2 srcs · 3d ago
Discuss
6
Bezos: AI Productivity Could Let Families Live on a Three-Day Work Week
Markets
1
3d ago
6
Bezos: AI Productivity Could Let Families Live on a Three-Day Work Week
Markets
· 1 src · 3d ago
Discuss
7
Anthropic's Amodei Reportedly Asked Meta's Alexandr Wang for Compute; Meta Declined
Infra
2
5d ago
7
Anthropic's Amodei Reportedly Asked Meta's Alexandr Wang for Compute; Meta Declined
Infra
· 2 srcs · 5d ago
Discuss
7
Nuvacore: Six-Month-Old Chip Startup Raising Hundreds of Millions at ~$2.5B Valuation for Data-Center CPU
Markets
1
5d ago
7
Nuvacore: Six-Month-Old Chip Startup Raising Hundreds of Millions at ~$2.5B Valuation for Data-Center CPU
Markets
· 1 src · 5d ago
Discuss
7
Senate Democrats' Data Center Probe: Warren Report Says Some Tech Firms Mislead Public on Costs and Benefits
Policy
2
5d ago
7
Senate Democrats' Data Center Probe: Warren Report Says Some Tech Firms Mislead Public on Costs and Benefits
Policy
· 2 srcs · 5d ago
Discuss
7
Oxide Computer Raises $445M Series D at $6B Valuation as Enterprises Rethink Cloud Rental
Infra
1
5d ago
7
Oxide Computer Raises $445M Series D at $6B Valuation as Enterprises Rethink Cloud Rental
Infra
· 1 src · 5d ago
Discuss
7
Firmus: Nvidia-Backed AI Data Centre Developer Withdraws Up-to-A$7.9B ASX IPO Citing Market Volatility
Markets
2
5d ago
7
Firmus: Nvidia-Backed AI Data Centre Developer Withdraws Up-to-A$7.9B ASX IPO Citing Market Volatility
Markets
· 2 srcs · 5d ago
Discuss
6
India: AI Regulation Consultation Paper Due in ~30 Days; GPU Capacity Expansion Continues
Policy
24
5d ago
6
India: AI Regulation Consultation Paper Due in ~30 Days; GPU Capacity Expansion Continues
Policy
· 24 srcs · 5d ago
Discuss
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