AI_Infrastructure

#AI_Infrastructure

140 articles tagged
Amazon's AWS Growth Slows, $200B Capex Boost Signals AI Infrastructure Race
Cloud

Amazon's AWS Growth Slows, $200B Capex Boost Signals AI Infrastructure Race

2/5/2026
Server CPU Shortages Add to Datacenter Supply Chain Crisis, Prices Set to Rise
Hardware

Server CPU Shortages Add to Datacenter Supply Chain Crisis, Prices Set to Rise

2/4/2026
Western Digital's New Storage Management Platform Promises Scale But Raises Lock-In Concerns
Hardware

Western Digital's New Storage Management Platform Promises Scale But Raises Lock-In Concerns

2/4/2026
Supermicro's AI Surge Defies Past Turmoil With Record Revenue
Business

Supermicro's AI Surge Defies Past Turmoil With Record Revenue

2/4/2026
Nvidia's $20B OpenAI Bet Signals AI Infrastructure Arms Race
AI

Nvidia's $20B OpenAI Bet Signals AI Infrastructure Arms Race

2/3/2026
Europe doubles down on tech sovereignty as US tariffs fuel domestic investment
Trends

Europe doubles down on tech sovereignty as US tariffs fuel domestic investment

2/3/2026
Raspberry Pi Price Hike: Memory Shortage Drives Costs Up by $60
Hardware

Raspberry Pi Price Hike: Memory Shortage Drives Costs Up by $60

2/2/2026
Apple's Component Costs Surge as AI Infrastructure Boom Reshapes Supplier Dynamics
Chips

Apple's Component Costs Surge as AI Infrastructure Boom Reshapes Supplier Dynamics

2/2/2026
KKR-Led Consortium Nears $10B+ Acquisition of ST Telemedia Global Data Centers Amid Asian Investment Surge
Infrastructure

KKR-Led Consortium Nears $10B+ Acquisition of ST Telemedia Global Data Centers Amid Asian Investment Surge

2/2/2026
NVIDIA's Jensen Huang: TSMC Must Double Capacity to Fuel AI Infrastructure Boom
Chips

NVIDIA's Jensen Huang: TSMC Must Double Capacity to Fuel AI Infrastructure Boom

2/2/2026
Oracle's $45-50B Cloud Infrastructure Push Signals Major AI Infrastructure Race
Cloud

Oracle's $45-50B Cloud Infrastructure Push Signals Major AI Infrastructure Race

2/2/2026
Meta's $135B AI Infrastructure Bet: Bigger Than Kenya's GDP
AI

Meta's $135B AI Infrastructure Bet: Bigger Than Kenya's GDP

1/29/2026
SK Hynix's $10B U.S. AI Gamble: Strategic Bet or Memory Maker's Identity Crisis?
Chips

SK Hynix's $10B U.S. AI Gamble: Strategic Bet or Memory Maker's Identity Crisis?

1/29/2026

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