Browsing Tag
AI infrastructure
165 posts
AI chips are overheating. Can Flex and Broadcom fix the cooling crisis?
Flex and Broadcom collaborate on liquid cooling for next-generation AI XPUs. Discover why cooling technology may become the key constraint in hyperscale AI infrastructure.
The real reason Meta paid for Moltbook: not the product, but who controls how AI agents find each other
Meta Platforms acquires Moltbook to build AI agent infrastructure inside its Superintelligence Labs. What the deal really signals for the future of autonomous AI. Read more.
Nscale closes Europe’s largest-ever VC round with $2bn Series C, valuing AI infrastructure hyperscaler at $14.6bn
Nscale closes $2bn Series C at $14.6bn valuation with Nvidia, Citadel, and Jane Street backing. Sandberg, Clegg, and Decker join the board. Read the full analysis.
CPP and Equinix to acquire Nordic data center platform atNorth in $4bn deal
Equinix (EQIX) and CPP Investments are acquiring Nordic data center platform atNorth for US$4 billion. Here is what the deal means for AI infrastructure in Europe.
From Bitcoin miner to AI landlord: Can MARA Holdings, Inc. unlock 2.5GW of power-backed upside?
MARA Holdings, Inc. partners with Starwood to build 2.5GW of AI-ready data centers. See how this pivot could reshape its valuation and strategy.
From power hog to grid hero: Can Super Micro Computer, Inc. monetize AI load flexibility?
Can AI data centers become grid assets? Explore how Super Micro Computer, CPower, and Bentaus are reshaping energy markets today.
Why Amazon is betting $12bn on Louisiana’s grid, not Silicon Valley’s
Amazon Web Services is investing $12 billion in Louisiana data centers. Find out what this means for AI infrastructure, power markets, and regional growth.
Meta bets 6GW on AMD and sends clear signal to AI hardware market
AMD and Meta Platforms have signed a 6 gigawatt AI infrastructure deal. Find out what it means for hyperscalers, Nvidia, and AI economics.
Quanta Services (NYSE: PWR) forecasts 2026 profit above Wall Street estimates as AI infrastructure reshapes power demand
Quanta Services Inc forecasts 2026 profit above estimates as AI-driven data center demand accelerates grid investment. Find out what this means for investors.
From servers to tokens: can AGM Group Holdings Inc. fuse AI hardware and Web3 into a self-funding ecosystem?
AGM Group Holdings Inc. unveils RWA tokenization and Kraken AI servers. Can its AI + Web3 flywheel drive sustainable growth? Read more.