AI Infrastructure

AI AWS just posted its fastest growth in four years and the Anthropic bet is paying off

6 min 1.1K reads

AI SoftBank-linked data center debt shows the AI boom is moving into junk bonds

7 min 1.3K reads

AI The next trillion dollars in AI spending isn't going where you think

6 min 799 reads

AI Starlink's billions are quietly bankrolling the AI race from orbit

4 min 1.6K reads

AI DeepSeek releases infrastructure tools that challenge the closed-stack dominance of Western AI giants

4 min 772 reads

AI SK Hynix posts a five-fold profit jump as AI chip demand blows past its ability to supply

4 min 1.3K reads

AI GE Vernova raises its 2026 outlook as AI data centers send power equipment demand surging

3 min 8.4K reads

AI The sudden dual exit of Fermis CEO and CFO exposes the fragility of the AI nuclear power sector

4 min 733 reads

AI Gensyn launches its mainnet and bets that AI agents can fix the broken economics of decentralized compute

3 min 1.6K reads

AI A server-side slip at OpenAI gave developers a 90-minute glimpse of GPT-5.5 and the internet has not stopped talking about it

4 min 996 reads

AI SpaceX filing delivers a cold reality check for the orbital AI data center boom

4 min 1.2K reads

AI Amazon bets up to $25 billion on Anthropic as it locks in a $100 billion cloud commitment over the next decade

4 min 910 reads

AI Anthropic and Amazon lock in 5 gigawatts of compute and a $100 billion bet on homegrown AI chips

4 min 1.6K reads

AI SK Hynix begins mass production of 192GB SOCAMM2 memory modules built for NVIDIA's AI server push

3 min 850 reads

AI AI's Hidden Bottleneck Is Not Silicon. It Is Copper.

4 min 898 reads

FINANCIAL MARKETS Cloud Stocks Split in Two as AI Spending Rewrites the Pecking Order

4 min 820 reads