
Hardware
Samsung Bets Big on Memory: HBM4 Production, Hybrid Bonding, and Processing-in-Memory Lead AI Infrastructure Push
2/11/2026

Cloud
Hyperscaler Spending Surge: Google, Meta, Microsoft, Amazon to Exceed $600 Billion
2/11/2026

Regulation
Trump Administration Pushes Hyperscalers to Fund Their Own Datacenter Power Costs
2/10/2026

Infrastructure
Ultra Ethernet Consortium Defines Next-Gen Interconnect for Hyperscale AI Clusters
2/10/2026

Business
Databricks Raises $5B at $134B Valuation, Claims $5.4B Annualized Revenue
2/9/2026

Business
Apollo's $3.4B Loan Deal for xAI's AI Infrastructure Ambitions
2/9/2026

Startups
Ali Ansari's $500M AI Training Startup Targets Human Expertise in the Age of Automation
2/8/2026

Hardware
Corning's Fiber-Optic Revival: How Data Centers and Meta's $6B Deal Fueled an Unlikely Tech Comeback
2/8/2026

Business
Apple's Unusual Capital Expenditure Pattern Amid Big Tech's AI Infrastructure Boom
2/7/2026

Infrastructure
The Hidden Winners of America's Data Center Boom
2/7/2026
AI
Brendan Gregg Joins OpenAI to Tackle AI Datacenter Performance at Scale
2/7/2026

Business
Nvidia Stock Surges 7.87% as Huang Defends AI Infrastructure Spending Boom
2/6/2026

Cloud
Big Tech's $1.1T Cloud Backlog Reveals AI Infrastructure Gold Rush
2/6/2026