Browsing Tag
AI infrastructure
165 posts
How the DustPhotonics deal expands Credo Technology Group Holding Ltd’s role in next-generation AI optical connectivity
Find out how Credo Technology Group Holding Ltd’s DustPhotonics deal could reshape AI optical connectivity and silicon photonics growth.
Arm, SK Telecom, and Rebellions target telecom AI infrastructure with new server stack
Arm Holdings plc, SK Telecom Co., Ltd., and Rebellions are targeting sovereign AI infrastructure. Read what the alliance could mean for AI data centers.
BTC Digital (NASDAQ: BTCT) pushes into Alberta gas-powered compute with Aurora Energy partnership
BTC Digital Ltd. has signed an Alberta gas-powered compute deal with Aurora Energy. Read why BTCT’s AI infrastructure pivot now faces a real test.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.
Can Core Scientific turn bank financing into an AI infrastructure advantage before rivals catch up? (NASDAQ: CORZ)
Core Scientific secures $1B financing to expand AI data center capacity. Read how this funding could reshape growth, competition, and investor outlook.
Are traditional observability tools breaking under AI pressure? Coralogix and Skyflow think so
Coralogix and Skyflow rethink observability for AI with privacy-safe data pipelines. Find out how this could reshape enterprise logging strategies.
Can liquid cooling solve the power crisis in hyperscale AI data centers?
Can liquid cooling solve the growing power crisis in hyperscale AI data centers? Explore how advanced cooling technologies may reshape AI infrastructure.
Blackstone (NYSE: BX) to acquire majority stake in Advanced Cooling Technologies as AI data centre heat surge reshapes thermal management market
Blackstone (BX) agrees to acquire a majority stake in Advanced Cooling Technologies as AI-driven data centre heat loads push liquid cooling toward a $30bn market. Read more.
Hewlett Packard Enterprise (NYSE: HPE) raises FY2026 guidance after Q1 beat fuelled by Juniper integration and AI networking demand
HPE posts record Q1 FY2026 non-GAAP EPS of $0.65 on 18% revenue growth as Juniper lifts networking 151%. Guidance raised. Read the full analysis.
Oracle (NYSE: ORCL) rallies 10% after earnings as $553bn RPO signals AI infrastructure dominance
Oracle (ORCL) beats Q3 estimates with 22% revenue growth and a $553bn RPO backlog. Cloud up 44%, IaaS up 84%. FY2027 guidance raised to $90bn. Read the full analysis.