AI Infrastructure

Cloud Computing Chip Manufacturing Energy Consumption Electricity Consumption Environmental Impact GPU Technology Server Systems Investment Trends Nvidia Chips Memory Demand

3 ARTICLES

last mo.

Huang Reaffirms $3T–$4T AI Forecast as Nvidia Says Memory and Packaging Are the Main Limits

The restatement matters because shortages of DRAM, high‑bandwidth memory and advanced packaging are restricting Nvidia’s ability to turn orders into revenue.

4 ARTICLES

last mo.

CoreWeave Raises Guidance After $2.58 Billion Quarter but Faces Heavy Capex and Debt

5 ARTICLES

3mo ago

American Bitcoin Executive Matt Prusak Joins Giga Energy

9 ARTICLES

3mo ago

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

8 ARTICLES

3mo ago

Galaxy Digital Prices $3.507 Billion Secured Notes to Finance Texas AI Data Center

4 ARTICLES

4mo ago

IIT Gandhinagar Wins Seed Grant to Scale Friction‑Stir Liquid Cold Plates

19 ARTICLES

4mo ago

Micron Sells Out 2026 HBM, Posts Record Quarter

6 ARTICLES

4mo ago

Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

8 ARTICLES

4mo ago

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

4 ARTICLES

4mo ago

Schneider Electric and Foxconn Announce AI Data‑Center Collaboration

4 ARTICLES

4mo ago

Chip ETFs Soar on AI Demand as Market Shows Fragile Volatility

8 ARTICLES

5mo ago

Nvidia Ties DSX Support and Equity Option to Iren’s AI Data‑Center Buildout

5 ARTICLES

5mo ago

PJM Power Prices Jump 76% as AI Data Centers Strain the Grid

8 ARTICLES

6mo ago

Bloom Energy Soars on Profit Beat and Reported Oracle AI Power Deal

8 ARTICLES

6mo ago

MARA to Acquire Long Ridge Energy in $1.5 Billion Bet on AI Power

8 ARTICLES

6mo ago

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

13 ARTICLES

6mo ago

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

AI Infrastructure

Huang Reaffirms $3T–$4T AI Forecast as Nvidia Says Memory and Packaging Are the Main Limits

Think Tank’s Analysis Challenges UK AI Datacentre Job Claims

Nebius’s Breakout Quarter Exposes Rapid Demand and Heavy Financing Risks

Meta Becomes One of Microsoft's Largest Azure AI Customers

CoreWeave Raises Guidance After $2.58 Billion Quarter but Faces Heavy Capex and Debt

American Bitcoin Executive Matt Prusak Joins Giga Energy

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

Galaxy Digital Prices $3.507 Billion Secured Notes to Finance Texas AI Data Center

IIT Gandhinagar Wins Seed Grant to Scale Friction‑Stir Liquid Cold Plates

Micron Sells Out 2026 HBM, Posts Record Quarter

Never miss stories about

AI Infrastructure

Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

Schneider Electric and Foxconn Announce AI Data‑Center Collaboration

Chip ETFs Soar on AI Demand as Market Shows Fragile Volatility

Nvidia Ties DSX Support and Equity Option to Iren’s AI Data‑Center Buildout

PJM Power Prices Jump 76% as AI Data Centers Strain the Grid

Bloom Energy Soars on Profit Beat and Reported Oracle AI Power Deal

MARA to Acquire Long Ridge Energy in $1.5 Billion Bet on AI Power

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Never miss stories about

AI Infrastructure