#ai-infrastructure

Six American companies and a Chinese firm have expressed interest in building orbital data centers over the past month, driven by AI's insatiable demand for computing power. But experts warn the move could shift critical digital infrastructure beyond the reach of national laws.

Nvidia has reported yet another record-breaking quarter driven by insatiable demand for AI chips, with CEO Jensen Huang declaring that 'the demand for tokens in the world has gone completely exponential.' The results come as hyperscaler capital expenditure on AI infrastructure continues to shatter expectations.

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.