Updates on AI Infrastructure

Every AI story we track on AI Infrastructure: 242 stories so far, each summarized in our own words and linked to the publisher that reported it.

Pulled from 125 sources

Today's stories

Public Sector4 min read

Data centre debate heats up ahead of US midterms - here's what you need to know

BBC

This week

Chips & Compute4 min read

On the ground at Nvidia's AI showpiece: Jensen-mania, robot ducks and neocloud distress

CNBC

TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC

CNBC

SK Data Center Arm in Talks to Fund $350 Billion AI Buildout

Bloomberg

Cadence Announces Sovereign AI Cloud For Chip Design

Forbes

Nebius borrows $3.5bn from Citi as it says AI compute prices keep rising

The Next Web

Kevin O'Leary's data center company pushes back on the 'bragawatt' label

Business Insider
Chips & Compute2 min read

Photon Bridge raises €10M to mass-produce lasers for AI data centres

Covered by 2 sources

Anthropic May Spend $750 Billion on Computing Costs, WSJ Reports

Covered by 2 sources

Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising

CNBC

Jensen Huang At GTC Berlin: Nvidia Showcases A Full Stack

Forbes
Public Sector5 min read

NVIDIA, Nokia and Operators Advance AI-RAN on Live Networks

Unite.AI

Nscale and Anthropic are reportedly in talks for yet another $45B compute deal

Covered by 3 sources
Machine Learning6 min read

llm-d 1.0 hardens open-source AI inference for production

Covered by 2 sources
Chips & Compute3 min read

SpaceX says its capex could double this quarter as AI spending grows

Business Insider

Nscale reportedly faces investor pushback on its $30B IPO valuation

The Next Web

This month

Agents3 min read

August 2026: LangChain Newsletter — Managed Deep Agents, LLM Gateway, and More

LangChain

Gartner warns $3.5tn of AI infrastructure spending is at write-down risk

The Next Web

Banks are pulling back as AI's massive debt pile disconnects from economic reality

Axios
Chips & Compute2 min read

SK hynix showcases next-generation AI memory technologies beyond HBM

Yonhap News Agency

Colt DCS, RMZ Start Construction of 64MW AI-Ready Mumbai Data Center

Unite.AI

Vast Data challenges fragmented AI pipelines as data sovereignty demands grow

SiliconANGLE

Here's where Jim Cramer stands on this newly public AI infrastructure stock

CNBC

On theCUBE Pod: AI doubters get loud, and IBM seeks competitive advantage

SiliconANGLE
Chips & Compute2 min read

Samsung expands AI memory, storage strategies

Yonhap News Agency
Chips & Compute5 min read

Cisco Announces G302 Silicon and USFP Optics With NVIDIA at OCP 2026

Unite.AI

Can AI Keep Growing Exponentially? SemiAnalysis Makes the Case

Big Technology

SWI Group Secures €800M From Institutions at €6.1B Valuation for Transatlantic AI Buildout

Unite.AI

What to expect during the AI Data Pipeline Forum: Join theCUBE Oct. 13

SiliconANGLE

CoreWeave targets AI inference bottlenecks with full-stack optimization

SiliconANGLE

Firmus pulls biggest ASX float since Telstra amid investor doubt about datacentre company

The Guardian

Samsung Expects Operating Profit to Exceed $80 Billion for First Time

Covered by 2 sources

Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026

TechCrunch
Public Sector3 min read

Amazon Warns Local Communities to Stop Defying Its Massive AI Data Centers

Covered by 2 sources
Machine Learning4 min read

CoreWeave targets GPU utilization in continuous AI post-training

SiliconANGLE

This Startup Wants to Double the World’s Compute—Without Building a Single Data Center

The Wall Street Journal

Nokia CEO says data centres would go up twice as fast if supply allowed

Covered by 2 sources
Chips & Compute5 min read

Prime Inference 📈, agent population 📈, Claude academy 🎓

Covered by 2 sources
Chips & Compute3 min read

French state-owned Bull doubles supercomputer output at Angers factory

Covered by 2 sources

Taxpayers Have Been Subsidizing Meta’s AI Data Centers: Report

Covered by 2 sources

Restate raises $20m to keep AI agents running when software fails

The Next Web

Tech Giants Face Questions Over Secret AI Data-Center Deals

The Wall Street Journal

What smart people are saying about Anthropic's leaked IPO prospectus numbers

Covered by 2 sources

Samsung Bets $1 Billion on AI Data Centers From Ex-AWS Chief

Covered by 4 sources

Meta signs deal for Firmus AI computing capacity in Southeast Asia

The Next Web

OpenRouter: from Seed to Stripe — with OpenRouter’s Alex Atallah & AMP’s Anjney Midha

Latent.Space

CoreWeave expands full-stack AI cloud push as inference demand grows

SiliconANGLE
Showing the 60 most recent of 242 stories on AI Infrastructure