AI Compute

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, Microsoft, Google, AWS, CoreWeave

Top News

Google Enforces Strict Android App Memory Limits as AI Data Center Boom Triggers Global RAM Shortage

Google announced new Android app quality requirements forcing developers to drastically reduce memory usage by February 2027. The tech giant cited significant hardware supply constraints driven by AI data center demand, which is diverting memory chips away from consumer devices and threatening the smartphone user experience.

Technology5 sources

Google Enforces Strict Android App Memory Limits as AI Data Center Boom Triggers Global RAM Shortage

Technology5 sources

Nvidia DLSS 5 Officially Launches Sept 3 With NBA 2K27 Despite Leaks and Uncanny Valley Backlash

Nvidia launches its controversial DLSS 5 AI rendering technology on September 3 with NBA 2K27, exclusively for RTX 50 series GPUs. The technology promises photorealistic graphics but has faced significant backlash after leaked versions produced uncanny valley results. Official support for RTX 40-series GPUs is planned for fall 2025.

Technology55 sources

Nvidia DLSS 5 Officially Launches Sept 3 With NBA 2K27 Despite Leaks and Uncanny Valley Backlash

Technology55 sources

Nvidia's Q2 2027 Earnings Ignore Gaming Entirely as AI Revenue Soars to $89 Billion

Nvidia's latest earnings report made no mention of gaming, GeForce RTX, or even DLSS as the company's data center revenue hit $89 billion—representing 93% of total revenue. The gaming segment has been absorbed into edge computing, signaling a dramatic shift from gaming to AI that leaves the future of consumer GPUs uncertain.

Business3 sources

Nvidia's Q2 2027 Earnings Ignore Gaming Entirely as AI Revenue Soars to $89 Billion

Business3 sources

KOSPI Rallies on Strong AI Demand as South Korean Exports Surge 68.7% in August

South Korea's benchmark KOSPI gained over 1% fueled by robust AI demand and semiconductor demand. Samsung Electronics and SK Hynix led chipmakers higher after Nvidia forecast 70% revenue growth. South Korean exports surged 68.7% in August, extending a 15-month growth streak, though the Bank of Korea's second consecutive rate hike to 3% tempered gains.

Business3 sources

KOSPI Rallies on Strong AI Demand as South Korean Exports Surge 68.7% in August

Business3 sources

AI Data Centre Boom Fuels $7 Trillion Rush for Power and Cooling Infrastructure

McKinsey forecasts nearly $7 trillion in global AI data centre investment by 2030, driving unprecedented demand for transformers, liquid cooling and power systems. Companies like HD Hyundai Electric report $8.5 billion backlogs while India emerges as a key beneficiary, though grid connection delays of up to 8 years pose major challenges.

Business6 sources

AI Data Centre Boom Fuels $7 Trillion Rush for Power and Cooling Infrastructure

Business6 sources

Nvidia unveils NVHBM custom memory promising 30% higher bandwidth and 15% lower power than HBM4e

Nvidia has introduced NVHBM, a custom high-bandwidth memory solution that promises 30% higher bandwidth and 15% lower power consumption than standard HBM4e. The technology moves the memory controller into the HBM base die, freeing up to 25% more die area for compute. Amazon's Annapurna Labs will be the first partner to adopt NVHBM for future AWS infrastructure designs.

Technology3 sources

Nvidia unveils NVHBM custom memory promising 30% higher bandwidth and 15% lower power than HBM4e

Technology3 sources

Anthropic locks in $80 billion worth of AI compute deals with Nscale and Lambda

Anthropic signed two massive cloud deals totaling $80 billion with Nscale and Lambda to secure AI computing power for its Claude AI model. The $45 billion Nscale agreement spans six years for 460 megawatts at a West Virginia data center, while the $35 billion Lambda deal provides Nvidia capacity in Texas. These agreements address growing infrastructure strain as demand for Claude surges.

Business18 sources

Anthropic locks in $80 billion worth of AI compute deals with Nscale and Lambda

Business18 sources

Alibaba Launches Qwen3.8-Flash AI Model with 89% Lower Training Costs, Eyes Qwen4 Prototype

Alibaba's Qwen released Qwen3.8-Flash, a multimodal AI model that slashes training costs to one-ninth of its predecessor while delivering superior performance in coding and office tasks. The model supports a 262,144-token context window expandable to 1 million tokens, positioning Alibaba to capitalize on AI as its primary revenue driver amid stagnating e-commerce growth.

Technology2 sources

Alibaba Launches Qwen3.8-Flash AI Model with 89% Lower Training Costs, Eyes Qwen4 Prototype

Technology2 sources

Jack Ma Buys $76 Million in Alibaba Shares, Backing Company's Aggressive AI Push

Jack Ma purchased over $76.5 million worth of Alibaba shares following the company's $10.2 billion share placement aimed at funding AI expansion. Chairman Joe Tsai and CEO Eddie Wu also bought shares worth $25.8 million combined, signaling strong insider confidence despite concerns over AI investment returns and recent profit declines.

Business2 sources

Jack Ma Buys $76 Million in Alibaba Shares, Backing Company's Aggressive AI Push

Business2 sources

Nvidia RTX Spark AI Superchip Brings 100 FPS Gaming to Ultra-Thin Laptops This Fall

Nvidia announced its RTX Spark AI superchip will launch in Fall 2026, marking the company's first client PC platform entry. The superchip combines a Blackwell RTX GPU with Grace CPU cores in laptops as thin as 14 mm, promising 100 FPS gaming with ray tracing and DLSS support. Major publishers including EA, Ubisoft, and Xbox have committed support, bringing titles like Apex Legends and Arc Raiders to the platform.

Technology3 sources

Nvidia RTX Spark AI Superchip Brings 100 FPS Gaming to Ultra-Thin Laptops This Fall

Technology3 sources

SuperX AI Secures $38.8M Nvidia B300 Order in Japan, Expands to Australia with 128-Unit Deal

Singapore-based SuperX AI Technology Limited announced two major deals for Nvidia B300 AI server clusters. The company secured a $38.8 million order from WOODMAN Inc. for an AI infrastructure project in Yokohama, Japan, with delivery scheduled for mid-November 2026. Additionally, SuperX signed an agreement with Australian provider Ezisight for 128 Nvidia B300 units, marking its entry into the Australian market as part of its Asia-Pacific expansion strategy.

Business3 sources

SuperX AI Secures $38.8M Nvidia B300 Order in Japan, Expands to Australia with 128-Unit Deal

Business3 sources

NVIDIA DLSS 4.5 Ray Reconstruction Now Available: AI Fixes Path Tracing's Visual Artifacts

NVIDIA has released DLSS 4.5 Ray Reconstruction for all GeForce RTX GPUs through the Nvidia app. The AI-powered neural rendering technique uses a Second-Generation Transformer AI to eliminate visual artifacts like smudged reflections and ghosting in path-traced games, delivering sharper lighting accuracy across 30 supported titles.

Technology3 sources

NVIDIA DLSS 4.5 Ray Reconstruction Now Available: AI Fixes Path Tracing's Visual Artifacts

Technology3 sources

Sify Technologies Launches AI Lab at North India's Largest AI Data Centre in Noida

Sify Technologies inaugurated an AI Lab & Experience Centre at its Noida 02 campus on August 19, marking North India's largest AI data centre initiative. The facility will showcase enterprise AI applications across banking, healthcare, manufacturing, and other sectors through Sify's Infinit Aizen platform, while building AI-readiness among local talent and startups.

Technology2 sources

Sify Technologies Launches AI Lab at North India's Largest AI Data Centre in Noida

Technology2 sources

Indian Telecom Firms See AI as Major Revenue Driver, 67% Expect Growth in 3-5 Years: Ciena Survey

Indian telecom companies are positioning AI as their next big revenue opportunity. A Ciena survey reveals 67% strongly believe AI-driven network services will drive growth over the next 3-5 years. But capitalizing on this requires urgent optical network upgrades, with 88% citing the need for low-latency infrastructure to support premium AI connectivity and edge computing services.

Business3 sources

Indian Telecom Firms See AI as Major Revenue Driver, 67% Expect Growth in 3-5 Years: Ciena Survey

Business3 sources

Cisco and NVIDIA Expand AI Factory with Rack-Scale Computing to Meet Surging AI Data Center Demand

Cisco is expanding its Secure AI Factory with NVIDIA through a partnership with Supermicro, adding high-density, liquid and air-cooled computing systems. The move positions Cisco to capitalize on the AI infrastructure boom, with its stock up nearly 45% year-to-date as investors view the company as a key beneficiary of the physical AI buildout.

Technology14 sources

Cisco and NVIDIA Expand AI Factory with Rack-Scale Computing to Meet Surging AI Data Center Demand

Technology14 sources

Prev 1…456…89 Next