#ai-infrastructure

The Department of Energy’s fiscal 2027 proposal would raise overall discretionary spending while cutting non-defense programs, redirecting money toward nuclear security, military applications, and selected baseload power

India is offering a 20-year tax holiday to foreign cloud companies, but local resistance to data center projects is exposing the social and environmental costs of becoming an AI infrastructure hub.

SiFive has raised an oversubscribed $400 million round led by Atreides Management, underscoring growing investor interest in open RISC-V chip designs for AI data centers.

Motorola’s latest Moto G price increases, some ranging from 33% to 50% year over year, show how pressure from memory shortages, AI infrastructure demand, and broader cost conditions are reshaping the low end of the phone

Maine lawmakers are moving closer to a statewide pause on new large datacenters, reflecting growing concern over secrecy, power demand, environmental impacts, and local control.

IEEE Spectrum highlights decentralized model training as a possible route to lower the energy burden of AI by pooling processing power wherever it resides.

Intel is casting advanced chip packaging as a core growth engine, arguing that the once-obscure manufacturing step could become one of the company’s most important businesses in the AI era.

The push to move AI computing into orbit is gaining attention, but the technology, economics, and thermal engineering needed to make it practical remain far from settled.

A new preprint argues that large data centers may be warming surrounding land for miles, adding a fresh environmental concern to the AI infrastructure boom.

Oracle's latest layoffs show how the rush to finance AI data centers is reshaping headcount decisions across large tech companies.

OpenAI says it has closed a $122 billion funding round and will use the capital to expand compute, research, products, and global access as demand grows across ChatGPT, APIs, Codex, and enterprise AI.

Oracle is reportedly cutting thousands of jobs as it pours money into AI data centers, underscoring how aggressively major tech companies are reallocating cash and labor toward infrastructure for large-model computing.

A growing share of new data center capacity is being built to operate partially or fully off the utility grid, creating stranded cost risks and major planning headaches for electric utilities nationwide.

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.