#ai-infrastructure

Enam syarikat Amerika dan sebuah firma China telah menyatakan minat untuk membina pusat data orbital dalam tempoh sebulan yang lalu, didorong oleh permintaan AI yang tidak pernah puas untuk kuasa pengkomputeran.

Nvidia telah melaporkan satu lagi suku tahun pemecah rekod yang didorong oleh permintaan yang tidak pernah puas untuk cip AI, dengan CEO Jensen Huang mengisytiharkan bahawa 'permintaan untuk token di dunia telah meningkat secara eksponen sepenuhnya.' Keputusan ini datang apabila perbelanjaan modal hyperscaler untuk infrastruktur AI terus memecahkan jangkaan.

HP revealed that RAM now accounts for 35 percent of its PC bill of materials, nearly doubling from last quarter's 15-18 percent. The AI-driven memory shortage is forcing price hikes across the industry as chipmakers abandon consumer brands to chase data center profits.

Residents of Potters Bar, a quiet commuter town north of London, are fighting a five-billion-dollar data center project that would consume 85 acres of protected greenbelt farmland. Their battle has become a flashpoint in the collision between AI infrastructure demands and local conservation.

As AI models grow larger and inference demand scales, the industry's focus is shifting from GPU scarcity to memory constraints. High Bandwidth Memory from SK hynix, Samsung, and Micron is emerging as the critical — and increasingly expensive — component in AI infrastructure.

Mesh Optical Technologies, founded by former SpaceX engineers, has closed a $50 million Series A led by Thrive Capital to mass-produce optical transceivers for AI data centers. The startup targets a critical infrastructure bottleneck as data centers scale to meet AI demand.