Browsing Tag
AI infrastructure
180 posts
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.
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.