Browsing: AI Infrastructure
Nvidia wants investors to finance AI compute like infrastructure. Whether that holds up depends on how long the machines keep…
Washington announced two gigawatt-scale AI power projects in nine days. Neither one obliges anybody to build anything.On July 20 the…
Enterprises have spent the past three years buying GPUs faster than they can use them. For most AI initiatives, the…
Demand for AI computing capacity continues to outstrip available supply. Major AI labs and cloud providers are seeking additional compute,…
On July 13, Meta said it would put more than $50 billion into a single Louisiana data center, more than…
For the past several years, the AI industry has been focused on a relatively straightforward question. Could the industry build…
With Cisco’s share price riding the AI wave to new all-time highs, it’s clear the company has been effective at…
This week, the two world’s most valuable private AI companies moved toward public markets within days of each other. OpenAI…