
Infrastructure
OpenAI and Oracle reportedly abandon TX Stargate expansion • The Register
3/7/2026

AI
ByteDance's Seedance 2.0 Exposes AI Video Generation's Compute Bottleneck
3/6/2026

Startups
Cloverleaf's $300M Bet: The Land Men of the AI Gold Rush
3/6/2026

Trends
Memory Market Faces 'Industry Cycle Collapse' as NAND Prices Surge 25% in February
3/6/2026

AI
Engineering Production AI: QCon AI Boston 2026 Focuses on the Practical Challenges of Deploying AI Systems
3/5/2026

Hardware
Micron's 256GB SOCAMM2 Memory Modules Push AI Datacenters to 2TB Per CPU
3/4/2026

Chips
Ayar Labs secures $500M to mass-produce photonic chiplets for next-gen AI clusters
3/4/2026

Hardware
Nvidia's $4B Bet on American Photonics Manufacturing
3/3/2026
AI
DeepSeek V4: Chinese AI Firm Partners With Huawei and Cambricon for Multimodal Model Release
2/28/2026

Chips
TSMC's N2 Production Allocation Signals Chip Industry's Long-Term AI Infrastructure Buildout
2/28/2026

Hardware
Server Buying Guide 2026: Navigating Sky-High Component Prices and Strategic Procurement
2/27/2026
AI
Amazon's $50 Billion OpenAI Deal: Exclusive Rights, 2 Gigawatts of Trainium, and the Future of AI Infrastructure
2/27/2026

AI
Amazon's $15B OpenAI Investment Signals New Era in AI Infrastructure Race
2/27/2026