#ai-infrastructure

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Venture
from24/7 Wall St.
2 hours ago

My Top Quantum ETFs For The Next Trend That's Bigger Than AI QTUM, SOXX, ARTY, XSD

Quantum computing is transitioning to commercial viability, with significant investments and ETFs providing diverse exposure to the technology and its ecosystem.
#semiconductors
Business
from24/7 Wall St.
10 hours ago

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.
European startups
fromTNW | Insider
5 days ago

Recap: Europe's top funding rounds this week (23-29 March)

European capital is increasingly focused on backing infrastructure layers across various sectors, particularly in semiconductor and AI technologies.
Business
from24/7 Wall St.
1 week ago

The Semiconductor Pullback Makes This ETF a Strong Buy

Semiconductor stocks face challenges but underlying companies show strong performance driven by AI infrastructure spending.
Business
from24/7 Wall St.
10 hours ago

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.
European startups
fromTNW | Insider
5 days ago

Recap: Europe's top funding rounds this week (23-29 March)

European capital is increasingly focused on backing infrastructure layers across various sectors, particularly in semiconductor and AI technologies.
Business
from24/7 Wall St.
1 week ago

The Semiconductor Pullback Makes This ETF a Strong Buy

Semiconductor stocks face challenges but underlying companies show strong performance driven by AI infrastructure spending.
Venture
from24/7 Wall St.
10 hours ago

Kyndryl CEO: Enterprise AI is a bullet train on 30-mph tracks

Kyndryl's CEO emphasizes the need for modern infrastructure to support AI advancements, highlighting a gap between AI capabilities and existing systems.
#data-centers
Tech industry
fromAxios
14 hours ago

AI boom drives clash between grid power vs. energy "islands"

On-site power for data centers is increasing, with projections suggesting it could reach 50% of planned capacity.
Environment
fromFortune
2 days ago

Data centers are so hot, their 'heat island' effect is raising temperatures up to 6 miles away and impacting 343 million people worldwide, study finds | Fortune

AI infrastructure is creating a 'data heat island effect' that raises local temperatures and impacts millions of people.
Business
from24/7 Wall St.
2 weeks ago

Crashed from Its Peak - Wall Street Is Quietly Buying This Growth Stock

IREN stock surged from $5 to $70 but declined 50% from its peak, yet major investors like Cantor continue accumulating shares while the company expands AI datacenter capacity to 4.5 gigawatts.
Tech industry
fromAxios
14 hours ago

AI boom drives clash between grid power vs. energy "islands"

On-site power for data centers is increasing, with projections suggesting it could reach 50% of planned capacity.
Environment
fromFortune
2 days ago

Data centers are so hot, their 'heat island' effect is raising temperatures up to 6 miles away and impacting 343 million people worldwide, study finds | Fortune

AI infrastructure is creating a 'data heat island effect' that raises local temperatures and impacts millions of people.
Business
from24/7 Wall St.
2 weeks ago

Crashed from Its Peak - Wall Street Is Quietly Buying This Growth Stock

IREN stock surged from $5 to $70 but declined 50% from its peak, yet major investors like Cantor continue accumulating shares while the company expands AI datacenter capacity to 4.5 gigawatts.
#frugal-ai
Silicon Valley
fromSilicon Canals
21 hours ago

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.
Artificial intelligence
fromSilicon Canals
1 day ago

The $50 AI revolution: Why smaller models built for sovereignty may matter more than the trillion-dollar arms race - Silicon Canals

Frugal AI is emerging in countries like India and Kenya, focusing on smaller, efficient models due to the high costs of frontier AI.
Silicon Valley
fromSilicon Canals
21 hours ago

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.
Artificial intelligence
fromSilicon Canals
1 day ago

The $50 AI revolution: Why smaller models built for sovereignty may matter more than the trillion-dollar arms race - Silicon Canals

Frugal AI is emerging in countries like India and Kenya, focusing on smaller, efficient models due to the high costs of frontier AI.
Tech industry
from24/7 Wall St.
1 day ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
Business
from24/7 Wall St.
1 day ago

Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Lumentum Holdings is a key player in AI infrastructure, providing essential optical components for data centers, with significant stock growth and future potential.
Apple
from24/7 Wall St.
1 day ago

Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

Apple and Microsoft demonstrate contrasting strategies in technology growth, with Apple focusing on hardware monetization and Microsoft on AI infrastructure development.
Tech industry
from24/7 Wall St.
1 day ago

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.
#oracle
Business
fromEntrepreneur
2 days ago

Oracle's Stock Has Plummeted 25%. Now It's Cutting Thousands of Jobs.

Oracle is cutting 20,000 to 30,000 jobs to improve cash flow amid a 25% stock drop and significant debt for AI infrastructure.
Business
fromBusiness Matters
2 days ago

Oracle cuts thousands of jobs as Ellison doubles down on AI investment

Oracle is cutting thousands of jobs to fund its AI infrastructure expansion, with potential layoffs reaching tens of thousands.
Tech industry
fromTheregister
3 days ago

Oracle cuts jobs across sales, engineering, security

Oracle laid off thousands of employees to increase spending on AI infrastructure projects, with potential cuts reaching 30,000.
Tech industry
fromTNW | Business
3 days ago

Oracle is cutting up to 30,000 employees to pay for AI data centres

Oracle initiated significant layoffs affecting 18% of its workforce to fund AI infrastructure, with estimates of 20,000 to 30,000 employees impacted.
Business
from24/7 Wall St.
1 week ago

Oracle Stock Could See 29% Upside According to Bank of America

Oracle's stock is down significantly, but analysts remain optimistic about future growth driven by AI infrastructure demand.
#cisco
Business
from24/7 Wall St.
2 days ago

CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged

Cisco's revenue is strong, but bearish sentiment persists due to geopolitical risks and declining cash flow.
Tech industry
fromTechzine Global
2 weeks ago

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.
Venture
from24/7 Wall St.
2 days ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Business
from24/7 Wall St.
2 days ago

Sandisk's Path to $1,000 Per Share Runs Through the AI Memory Boom

SanDisk's stock surged 1,350% post-spinoff, driven by AI demand for NAND flash storage, raising questions about reaching $1,000 per share.
#microsoft
Tech industry
from24/7 Wall St.
2 days ago

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.
Tech industry
from24/7 Wall St.
1 week ago

Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI

Microsoft's stock is down 24% year-to-date amid concerns over AI infrastructure spending and a hiring freeze in its cloud unit.
Tech industry
from24/7 Wall St.
2 days ago

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.
Tech industry
from24/7 Wall St.
1 week ago

Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI

Microsoft's stock is down 24% year-to-date amid concerns over AI infrastructure spending and a hiring freeze in its cloud unit.
#nvidia
Tech industry
from24/7 Wall St.
2 days ago

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.
Venture
from24/7 Wall St.
3 days ago

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.
Venture
from24/7 Wall St.
3 days ago

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

NVIDIA's $2 billion investment in Marvell Technology signals a strategic partnership aimed at enhancing AI infrastructure and data-center capabilities.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia Just Handed Marvell Technology the Ultimate Buy Signal

Nvidia's $2 billion investment in Marvell Technology strengthens AI infrastructure and signals confidence in Marvell's role in next-generation technologies.
Tech industry
from24/7 Wall St.
2 weeks ago

NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing,

NVIDIA's revenue growth is accelerating, driven by strong demand in AI infrastructure and significant partnerships.
Tech industry
from24/7 Wall St.
2 days ago

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.
Venture
from24/7 Wall St.
3 days ago

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.
Venture
from24/7 Wall St.
3 days ago

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

NVIDIA's $2 billion investment in Marvell Technology signals a strategic partnership aimed at enhancing AI infrastructure and data-center capabilities.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia Just Handed Marvell Technology the Ultimate Buy Signal

Nvidia's $2 billion investment in Marvell Technology strengthens AI infrastructure and signals confidence in Marvell's role in next-generation technologies.
Tech industry
from24/7 Wall St.
2 weeks ago

NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing,

NVIDIA's revenue growth is accelerating, driven by strong demand in AI infrastructure and significant partnerships.
#micron-technology
Tech industry
from24/7 Wall St.
3 days ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Tech industry
from24/7 Wall St.
4 days ago

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Micron Technology's stock price is significantly lower than the Wall Street consensus price target, indicating potential investment opportunities or risks.
Tech industry
from24/7 Wall St.
3 days ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Tech industry
from24/7 Wall St.
4 days ago

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Micron Technology's stock price is significantly lower than the Wall Street consensus price target, indicating potential investment opportunities or risks.
European startups
fromTechRepublic
3 days ago

Mistral Raises $830M in Debt Financing to Build Nvidia-Powered AI Hub in Europe

Mistral has raised $830 million to expand AI infrastructure in Europe, focusing on sovereignty and reducing reliance on US tech giants.
#meta-platforms
Business
from24/7 Wall St.
3 days ago

Meta Platforms Surges 4% as Smart Glasses Launch and AI Push Give Investors Reason to Buy the Dip

Meta Platforms shares rose 4% due to Morgan Stanley's Top Pick designation, smart glasses launch momentum, and renewed confidence in AI infrastructure.
fromTechRepublic
2 weeks ago
Tech industry

Meta Strikes Massive AI Deal with Nebius Worth Up to $27B

Meta commits up to $27 billion to Nebius for AI infrastructure over five years, including Nvidia's Vera Rubin chips beginning 2027.
Business
from24/7 Wall St.
3 days ago

Meta Platforms Surges 4% as Smart Glasses Launch and AI Push Give Investors Reason to Buy the Dip

Meta Platforms shares rose 4% due to Morgan Stanley's Top Pick designation, smart glasses launch momentum, and renewed confidence in AI infrastructure.
Tech industry
fromTechRepublic
2 weeks ago

Meta Strikes Massive AI Deal with Nebius Worth Up to $27B

Meta commits up to $27 billion to Nebius for AI infrastructure over five years, including Nvidia's Vera Rubin chips beginning 2027.
#coreweave
Venture
from24/7 Wall St.
3 days ago

Cramer: CoreWeave's $8.5B Financing Is a 'Landmark' Deal That AI Investors Can't Ignore

CoreWeave's $8.5 billion financing and credit rating upgrade signify a pivotal moment for AI infrastructure investment.
Venture
from24/7 Wall St.
3 days ago

CoreWeave Surges 8%, Nebius Gains 7%: AI Infrastructure Stocks Rally on Landmark Financing and Platform News

CoreWeave's stock rises 8% after closing an $8.5 billion financing, marking a significant milestone in AI infrastructure investment.
Venture
from24/7 Wall St.
3 days ago

Cramer: CoreWeave's $8.5B Financing Is a 'Landmark' Deal That AI Investors Can't Ignore

CoreWeave's $8.5 billion financing and credit rating upgrade signify a pivotal moment for AI infrastructure investment.
Venture
from24/7 Wall St.
3 days ago

CoreWeave Surges 8%, Nebius Gains 7%: AI Infrastructure Stocks Rally on Landmark Financing and Platform News

CoreWeave's stock rises 8% after closing an $8.5 billion financing, marking a significant milestone in AI infrastructure investment.
Business
from24/7 Wall St.
3 days ago

What Correction? 4 Nasdaq Stocks on a Roll That Still Have More Upside

Four technology stocks tied to AI infrastructure have gained double digits while the broader market has retreated.
Venture
from24/7 Wall St.
3 days ago

Fidelity Disruptive Technology ETF Is Down 12% in 2026 and This Catalyst Could Decide What Comes Next

Fidelity Disruptive Technology ETF focuses on AI infrastructure, not healthcare, with significant exposure to information technology.
#memory-costs
Tech industry
fromTheregister
3 days ago

Memory-makers' shares are down. Don't blame Google

High memory costs are impacting technology sales, but recent price easing and new compression technology may change market dynamics.
Tech industry
fromThe Verge
1 week ago

The surprise hit Nex Playground is the latest console to get a price hike

The rising costs of memory and storage components are unsustainable for consumer electronics companies.
Tech industry
fromTheregister
3 days ago

Memory-makers' shares are down. Don't blame Google

High memory costs are impacting technology sales, but recent price easing and new compression technology may change market dynamics.
Tech industry
fromThe Verge
1 week ago

The surprise hit Nex Playground is the latest console to get a price hike

The rising costs of memory and storage components are unsustainable for consumer electronics companies.
Venture
fromSilicon Canals
4 days ago

$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals

Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
fromTechCrunch
4 days ago

Mistral AI raises $830M in debt to set up a data center near Paris | TechCrunch

Scaling our infrastructure in Europe is critical to empower our customers and to ensure AI innovation and autonomy remain at the heart of Europe. We will continue to invest in this area, given the surging and sustained demand from governments, enterprises, and research institutions seeking to build their own customized AI environment, rather than depend on third-party cloud providers.
European startups
Business
fromFortune
4 days ago

How Dell reinvented itself as an AI-server powerhouse - and what its CFO is building next | Fortune

Dell Technologies has shifted focus to AI infrastructure, recording significant growth in AI server orders and rethinking finance operations with AI agents.
Business
from24/7 Wall St.
4 days ago

The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1

Caterpillar's shares rose 104% over the past year, outperforming Nvidia's 50% gain, driven by strong demand in construction and AI-related power generation.
Business
fromFortune
4 days ago

Dell's CFO is using AI agents to run his finance team-and has helped the AI business go from $0 to $25 billion | Fortune

Dell has transformed into a $25 billion AI infrastructure business, achieving record revenues and significant growth in AI server sales.
Artificial intelligence
fromFuturism
5 days ago

OpenAI's Obsession With Data Centers Is Running Into Trouble

OpenAI has significantly reduced its AI infrastructure spending plans from $1.4 trillion to $600 billion amid financial pressures and market expectations.
Business
from24/7 Wall St.
1 week ago

Nokia's Rally May Be Over as Analysts Tell Investors to Take Profits

Nokia downgraded to Underperform by Grupo Santander, signaling limited upside after significant stock gains driven by AI enthusiasm.
Artificial intelligence
fromTechCrunch
1 week ago

OpenAI shuts down Sora while Meta gets shut out in court | TechCrunch

An 82-year-old woman rejected a $26 million offer from an AI company for her land, highlighting the pushback against AI infrastructure.
fromFortune
1 week ago

Southeast Asia could become a booming data center market if its data centers can beat the heat | Fortune

"The ecosystem has realized that if they don't latch on to this next wave, they might end up being digitally colonized. Economic gains flow to the country that converts raw material into finished goods-and, in this case, the raw material is data."
European startups
#super-micro-computer
Business
from24/7 Wall St.
1 week ago

Supermicro Short Sellers Were Right. Is the Trade Over?

Super Micro Computer's stock faced significant short interest due to governance risks, culminating in a sharp decline following a co-founder's indictment.
Business
from24/7 Wall St.
1 week ago

Citi Cuts Its Target for Super Micro Computer to $25

Super Micro Computer's stock has significantly declined, with analysts cautious and Citi lowering its price target due to reputation risks and compliance concerns.
Business
from24/7 Wall St.
1 week ago

Citi Is the Latest Bank to Sour On Super Micro Computer Stock

Super Micro Computer's stock is down 32% amid export-control allegations, with analysts divided on its future valuation and price targets.
Business
from24/7 Wall St.
1 week ago

Supermicro Short Sellers Were Right. Is the Trade Over?

Super Micro Computer's stock faced significant short interest due to governance risks, culminating in a sharp decline following a co-founder's indictment.
Business
from24/7 Wall St.
1 week ago

Citi Cuts Its Target for Super Micro Computer to $25

Super Micro Computer's stock has significantly declined, with analysts cautious and Citi lowering its price target due to reputation risks and compliance concerns.
Business
from24/7 Wall St.
1 week ago

Citi Is the Latest Bank to Sour On Super Micro Computer Stock

Super Micro Computer's stock is down 32% amid export-control allegations, with analysts divided on its future valuation and price targets.
Startup companies
fromwww.businessinsider.com
1 week ago

Nebius CEO Arkady Volozh explains why his blockbuster Meta deal isn't the endgame

Nebius leverages its Yandex heritage to lead in AI infrastructure with significant capital and expertise, recently securing a $27 billion deal with Meta.
Video games
fromKotaku
1 week ago

RAM Crisis Is Forcing Super-Popular Kids Console To Raise Prices Again

Nex Playground's price increases to $300 due to a RAM shortage linked to AI infrastructure demands.
#meta
Media industry
fromAxios
1 week ago

Exclusive: U.S. needs "whole new workforce" for AI, Meta president says

McCormick's role at Meta emphasizes building AI infrastructure and fostering partnerships with governments for technological advancement.
Tech industry
fromTechzine Global
2 weeks ago

Dutch Nebius signs $27 billion deal with Meta

Meta signs $27 billion five-year contract with Dutch company Nebius for AI cloud capacity as part of diversified infrastructure strategy to support massive AI investments.
Media industry
fromAxios
1 week ago

Exclusive: U.S. needs "whole new workforce" for AI, Meta president says

McCormick's role at Meta emphasizes building AI infrastructure and fostering partnerships with governments for technological advancement.
Tech industry
fromTechzine Global
2 weeks ago

Dutch Nebius signs $27 billion deal with Meta

Meta signs $27 billion five-year contract with Dutch company Nebius for AI cloud capacity as part of diversified infrastructure strategy to support massive AI investments.
Venture
from24/7 Wall St.
2 weeks ago

The Only 3 Growth ETFs I Would Buy and Hold Through Any Market

Growth investing in 2026 shows a decline, with major tech stocks pulling back, highlighting the importance of understanding fund structures and costs.
Venture
fromSecurityWeek
2 weeks ago

Eclypsium Raises $25 Million for Device Supply Chain Security

Eclypsium raised $25 million to enhance its device supply chain security platform, totaling $110 million in funding.
Toronto startup
fromTESLARATI
2 weeks ago

Tesla's $2.9 billion bet: Why Elon Musk is turning to China to build America's solar future

Tesla plans to purchase $2.9 billion in solar manufacturing equipment to boost domestic solar production in Texas.
European startups
fromTheregister
2 weeks ago

Blue Origin applies to launch 51,000 datacenter satellites

Blue Origin seeks approval to launch 51,600 datacenter satellites to support AI workloads and reduce reliance on Earth-based infrastructure.
Venture
from24/7 Wall St.
2 weeks ago

Broadcom Just Shipped the World's First Quantum-Safe Network Encryption - 3 Reasons AVGO Investors Should Pay Attention

Broadcom shipped the first quantum-safe network encryption solution embedded at the silicon level, positioning itself as a first-mover in a compliance-driven enterprise infrastructure upgrade cycle.
fromComputerWeekly.com
2 weeks ago

HPE taps Nvidia to transform distributed AI factories into intelligent AI grid | Computer Weekly

HPE AI Grid, designed to transform distributed AI factories into an intelligent AI infrastructure powered by Nvidia. These are said to offer a "critical" application for AI services and use cases that rely on low-latency, real-time connectivity, including retail personalisation and predictive maintenance in industries such as manufacturing, localised edge inference in healthcare and carrier-grade AI services.
Artificial intelligence
Business
from24/7 Wall St.
2 weeks ago

3 Surefire Stock Splits to Buy in 2026

Stock splits don't change valuation but create psychological appeal and momentum through lower share prices, with Comfort Systems, Monolithic Power Systems, and SanDisk positioned as prime split candidates.
Artificial intelligence
fromFortune
2 weeks ago

Jerome Powell says you're right to blame data centers for making your bills more expensive: 'probably pushing inflation up' | Fortune

AI data center construction is currently increasing inflation through demand for goods and services, while productivity benefits remain theoretical and insufficient to lower rates in the near term.
Artificial intelligence
fromTechCrunch
2 weeks ago

Multiverse Computing pushes its compressed AI models into the mainstream | TechCrunch

Multiverse Computing offers on-device AI models that eliminate counterparty risk by running locally without requiring external compute infrastructure or cloud providers.
Tech industry
fromInfoWorld
2 weeks ago

OpenAI's $50B AWS deal puts its Microsoft alliance to the test

Microsoft is considering legal action against OpenAI and Amazon over a $50 billion AWS deal that may violate OpenAI's existing Azure exclusivity partnership.
Tech industry
fromTechCrunch
2 weeks ago

Nvidia is quietly building a multibillion-dollar behemoth to rival its chips business | TechCrunch

Nvidia's networking division, grown from a 2020 acquisition, has become the company's second-largest revenue driver with $31 billion annual revenue, surpassing Cisco's networking business despite receiving minimal market attention.
#space-computing
Tech industry
fromTechRepublic
2 weeks ago

Nvidia Launches Space-Ready AI Platforms for Orbital Data Centers

Nvidia launched space-based computing platforms designed to process AI workloads in orbital data centers, addressing Earth's energy constraints through satellite-based infrastructure.
Tech industry
fromTheregister
2 weeks ago

Nvidia rolls out Rubin Module for space-based computing

Nvidia introduced the Space-1 Vera Rubin Module, a GPU designed for orbital datacenters and satellites to deliver 25 times the AI compute of H100 GPUs for space-based processing.
Tech industry
fromTechRepublic
2 weeks ago

Nvidia Launches Space-Ready AI Platforms for Orbital Data Centers

Nvidia launched space-based computing platforms designed to process AI workloads in orbital data centers, addressing Earth's energy constraints through satellite-based infrastructure.
Tech industry
fromTheregister
2 weeks ago

Nvidia rolls out Rubin Module for space-based computing

Nvidia introduced the Space-1 Vera Rubin Module, a GPU designed for orbital datacenters and satellites to deliver 25 times the AI compute of H100 GPUs for space-based processing.
fromGSMArena.com
2 weeks ago

AMD buys HBM4 from Samsung for AI data centers

Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration. From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely positioned to deliver unrivaled turnkey capabilities that support AMD's evolving AI roadmap.
Tech industry
Artificial intelligence
fromFortune
2 weeks ago

From robotics to AI agents, Jensen Huang's GTC keynote was full of signals that startups can't afford to ignore | Fortune

Nvidia unveiled NemoClaw, an open-source agentic AI platform, and positioned physical AI and robotics as trillion-dollar markets while expanding beyond chipmaking into complete AI computing systems.
Artificial intelligence
fromFortune
2 weeks ago

Nvidia just forecast $1 trillion in AI demand. So why isn't Jensen Huang a target of AI backlash? | Fortune

Nvidia CEO Jensen Huang forecasts $1 trillion in AI chip orders through 2027 while avoiding public criticism that targets other AI leaders, despite Nvidia's chips powering all major AI infrastructure and applications.
European startups
fromTheregister
2 weeks ago

HPE adds Blackwell, Rubin systems to Nvidia-backed AI push

HPE expands AI portfolio with Nvidia Blackwell and Rubin GPUs, launches sovereign AI factories in Europe and US, and achieves first Nvidia-Certified Storage validation for object storage.
Artificial intelligence
fromEntrepreneur
2 weeks ago

Nvidia Says AI Chip Orders Could Hit At Least $1 Trillion by 2027. Here's Why Demand Keeps Climbing.

Nvidia projects AI chip orders will reach at least $1 trillion through 2027, driven by the shift from model training to productive AI deployment and agentic AI systems.
Artificial intelligence
fromTechRepublic
2 weeks ago

5 Key Takeaways from Jensen Huang's GTC Keynote: The Rise of the AI 'Token Factory'

AI represents an industrial revolution with greater impact than the Internet, transforming data centers into token factories that produce intelligence as the fundamental commodity of the economy.
Java
fromDevOps.com
2 weeks ago

Java 26 Arrives With AI Integration and a New Ecosystem Portfolio - What It Means for DevOps Teams - DevOps.com

Java 26 positions Java as the infrastructure layer for AI workloads, with 73 billion active JVMs already running enterprise systems where agentic AI will operate.
Silicon Valley
fromTNW | Business
2 weeks ago

Nscale signs 1.35GW Microsoft LOI for a West Virginia AI campus

Nscale and Microsoft deployed 430,000 next-generation NVIDIA GPUs at a West Virginia AI microgrid campus with 8GW power potential, backed by Caterpillar natural gas generators.
Tech industry
fromZDNET
2 weeks ago

Nvidia wants to own your AI data center from end to end

Nvidia expanded its AI infrastructure portfolio with five rack types, including a new LPX inference rack using Groq technology, positioning itself to control all data center processing.
Tech industry
fromTechzine Global
2 weeks ago

Cisco and Nvidia lower barrier to secure, full-stack AI infrastructure

Cisco and Nvidia expanded the Cisco Secure AI Factory to deliver a complete, integrated, and secure AI stack enabling faster customer adoption of AI infrastructure.
Artificial intelligence
fromTechzine Global
2 weeks ago

Dell gives AI Factory an Nvidia Vera Rubin upgrade

Dell's AI Factory has 4,000 customers achieving 2.6x ROI, addressing three critical requirements: data readiness, distributed AI infrastructure, and faster deployment through orchestration and automation.
fromTheregister
2 weeks ago

Nvidia wraps its NemoClaw around OpenClaw for security

Claws are autonomous agents that can plan, act, execute tasks on their own, and they've gone from just thinking and executing on tasks to achieving entire missions. We used to prompt with what, how, or why, but for claws now we prompt with build, create or make.
Artificial intelligence
Tech industry
fromTheregister
2 weeks ago

Nvidia crams 256 Vera CPUs into a single liquid cooled rack

Nvidia unveiled Vera CPU-based liquid-cooled rack systems designed to support AI training and agentic AI frameworks that require CPU capabilities beyond GPU-only architectures.
Tech industry
fromTheregister
2 weeks ago

Nvidia slaps Groq into new LPX racks for faster AI response

Nvidia integrates Groq's language processing units into Vera Rubin systems to dramatically accelerate LLM inference, enabling hundreds to thousands of tokens per second per user.
Artificial intelligence
fromFuturism
2 weeks ago

AI Data Center Security Guards Are Not Human

AI companies are deploying robot security guards, particularly Boston Dynamics' Spot, to patrol massive data centers and reduce labor costs.
Venture
fromAlleywatch
2 weeks ago

#NYCtech Week in Review: 3/8/26 - 3/14/26

NYC tech startups raised over $900M in funding across multiple sectors including AI infrastructure, data visualization, photonics, healthcare fintech, and consumer hardware during the week ending 3/14.
Tech industry
from24/7 Wall St.
2 weeks ago

Nebius Just Cemented Its Lead as the Premier Neocloud Stock to Buy

Nebius Group's multi-billion-dollar Meta partnership validates its AI infrastructure expansion strategy and establishes it as the leading specialized AI cloud provider despite previous market concerns about excessive capital spending.
European startups
fromTNW | Meta
2 weeks ago

Meta signs $27B deal with Nebius

Meta signed a $27 billion five-year AI infrastructure agreement with Nebius Group, featuring large-scale deployment of Nvidia's Vera Rubin chips, with capacity delivery beginning in early 2027.
DevOps
fromComputerWeekly.com
2 weeks ago

Do neoclouds mean a world where anything is possible? | Computer Weekly

Neoclouds are emerging GPU-as-a-service providers gaining investment and market attention as alternatives to dominant hyperscalers, filling real demand for AI and large language model training infrastructure.
Silicon Valley
fromSilicon Canals
2 weeks ago

The AI boom's hidden weakness: how Iran's conflict exposed a helium bottleneck for chip manufacturing - Silicon Canals

Geopolitical instability in the Middle East threatens helium supply, which is critical for semiconductor manufacturing and AI infrastructure with no viable substitutes.
Silicon Valley
fromTNW | Events
2 weeks ago

NVIDIA GTC 2026 opens today

NVIDIA's GTC 2026 conference in San Jose positions AI as critical infrastructure that every company and nation must adopt, with announcements expected to shape AI infrastructure development over the next two years.
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