Browsing Tag
AI infrastructure
171 posts
The Nvidia China trade is back, but the catch is sitting on both sides of the Pacific
Washington cleared Nvidia H200 sales. Beijing still hesitates. The AI chip war is now about trust, leverage and industrial sovereignty.
May 15, 2026
Could Mobix Labs, Inc. evolve from defense electronics supplier into strategic minerals operator?
Could Mobix Labs, Inc. become a strategic minerals player? Discover how its SPD acquisition plan could reshape defense and AI supply chains.
May 14, 2026
The GaN race reaches India: Can Cyient Semiconductors convert technology licensing into market power?
Can Cyient Semiconductors turn licensed GaN technology into semiconductor market power in India’s fast-growing AI and electrification economy? Read more.
May 11, 2026
A $100m AI infrastructure bet: Is Robo.ai Inc. building the data backbone for the machine economy?
Robo.ai Inc. is acquiring Neurovia in a $100 million deal to build AI infrastructure for autonomous systems and smart cities. Read more.
May 9, 2026
A 5GW AI power play: Is IREN Limited building Europe’s next data center platform?
IREN Limited expands into Europe with a Spain AI infrastructure acquisition that boosts its power portfolio to 5GW. Find out what it means.
May 9, 2026
Can Blaize Holdings, Inc. (NASDAQ: BZAI), Nokia, and PT Datacomm Diangraha turn Indonesia into a hybrid AI inference launchpad?
Can Blaize, Nokia, and Datacomm turn Indonesia into an AI hub? Discover how hybrid AI inference could reshape Southeast Asia’s infrastructure landscape.
April 28, 2026
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.
April 14, 2026
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.
April 11, 2026
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.
April 6, 2026
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.
March 24, 2026