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NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

NVIDIA's GB300 NVL72 systems powered by Blackwell Ultra GPUs achieve up to 50x higher throughput per megawatt and 35x lower cost per token compared to the Hopper platform. Cloud providers including Microsoft, CoreWeave, and Oracle are deploying these systems at scale for agentic AI and coding assistants, while leading inference providers report 4x to 10x cost reductions using open-source models.

Technology6 sources

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

Technology6 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Amsterdam-based Nebius Group reported capital expenditures of $2.1 billion in Q4, up from $416 million a year earlier, as the AI cloud firm races to meet surging demand. The company plans nine new data centers across the US, France, Israel and UK while serving tech giants Microsoft and Meta.

Business2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Business2 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Indian space startup Agnikul Cosmos and cloud firm NeevCloud plan to launch an AI-powered data centre in Low Earth Orbit, with a proof-of-concept mission this year and commercial operations by 2027. The orbital AI data centre platform will host 500 high-performance AI chips on Agnikul's extended upper stage, processing up to 10 million AI-driven calls daily and serving 100,000 concurrent users.

Technology4 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Technology4 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Infosys has expanded its collaboration with ExxonMobil to deploy advanced data center immersion fluids designed to cool energy-intensive AI and high-performance computing workloads. The partnership combines ExxonMobil's thermal management technology with Infosys' AI platforms to deliver scalable cooling solutions across industries, aiming to reduce data center energy costs and carbon emissions.

Technology2 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Technology2 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Lenovo reported 18% revenue growth to $22.2 billion in its December quarter, driven by strong AI server demand and consumers rushing to beat memory price hikes. However, the world's largest PC maker warned that rising memory costs and supply constraints will pressure unit sales, even as its AI infrastructure business hit record revenue with 31% growth.

Business5 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Business5 sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Taiwan's economy surged 8.6% in 2024, fueled by global demand for artificial intelligence and TSMC's dominance in advanced chips. Exports to the U.S. jumped 78% as Nvidia expands operations on the island. But heavy reliance on the AI supply chain raises concerns about bubble risks similar to the dot-com crash, while geopolitical tensions with China continue to threaten the island's vital role in global semiconductor fabrication.

Business2 sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Business2 sources

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

Aurora announced a software update that will triple its driverless truck network to 10 routes across the Southern US. The expansion enables autonomous trucks to complete 1,000-mile trips like Fort Worth to Phoenix in 15 hours—surpassing the 11-hour legal limit for human drivers. The company expects 200 driverless trucks in operation by year-end.

Technology2 sources

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

Technology2 sources

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Cisco reported record Q2 revenue of $15.3 billion, up 10% year-over-year, fueled by explosive AI infrastructure demand from hyperscalers. The networking giant raised its full-year revenue forecast to $61.2-$61.7 billion and secured $2.1 billion in AI infrastructure orders from hyperscalers alone, reflecting triple-digit order growth. CEO Chuck Robbins highlighted momentum in Silicon One architecture and sovereign AI solutions as enterprises modernize networks for AI-era workloads.

Business4 sources

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Business4 sources

Meta breaks ground on $10 billion Indiana data center to accelerate AI infrastructure buildout

Meta has started construction on a $10 billion data center campus in Lebanon, Indiana, designed to deliver 1 gigawatt of power capacity. The facility marks one of Meta's largest AI infrastructure investments as CEO Mark Zuckerberg prioritizes securing massive computing power to compete in the AI race. The project will support over 4,000 construction jobs and create 300 permanent positions when operational in late 2027 or early 2028.

Technology4 sources

Meta breaks ground on $10 billion Indiana data center to accelerate AI infrastructure buildout

Technology4 sources

EssilorLuxottica sells 7 million AI glasses in 2025, tripling sales as Meta partnership surges

EssilorLuxottica reported an 18% surge in fourth-quarter sales, driven by explosive demand for Ray-Ban Meta and Oakley smart glasses. The eyewear giant sold over 7 million AI-powered glasses in 2025, more than triple the combined sales from 2023 and 2024. Meta is now seeking to double production capacity to 20 million units this year to meet growing consumer demand.

Business2 sources

EssilorLuxottica sells 7 million AI glasses in 2025, tripling sales as Meta partnership surges

Business2 sources

GlobalFoundries beats estimates, bets big on Physical AI as data center chips fuel growth

GlobalFoundries reported Q4 revenue of $1.83 billion and forecast Q1 revenue above Wall Street expectations, driven by strong chips demand from data centers. The company announced a $500 million share buyback program and revealed its silicon photonics revenue doubled to over $200 million, with plans to nearly double again this year as it pivots toward Physical AI.

Business2 sources

GlobalFoundries beats estimates, bets big on Physical AI as data center chips fuel growth

Business2 sources

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Aehr Test Systems (NASDAQ:AEHR) shares jumped 33% after announcing an initial production order from a leading hyperscaler for its Sonoma ultra-high-power test and burn-in systems. The order supports next-generation AI processors for data center applications, with delivery scheduled for summer 2026. This marks a significant validation of Aehr's technology in the rapidly expanding AI chip testing market.

Business3 sources

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Business3 sources

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Israeli chipmaker Tower Semiconductor surpassed fourth-quarter profit expectations, posting 78 cents per share versus estimates of 68 cents. The company announced a $920 million total investment in silicon photonics technology to meet surging demand from data center operators building AI infrastructure, aiming to quintuple production capacity by late 2026.

Business2 sources

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Business2 sources

Elon Musk reveals xAI plans for moon factory with giant satellite catapult amid co-founder exits

At an xAI all-hands meeting, Elon Musk unveiled plans to build an AI satellite factory on the moon, complete with a giant electromagnetic catapult to launch satellites into space. The announcement comes as six of xAI's 12 co-founders have departed and the newly merged SpaceX-xAI entity targets a $1.5 trillion IPO this summer, marking a dramatic shift from Mars to lunar ambitions.

Technology10 sources

Elon Musk reveals xAI plans for moon factory with giant satellite catapult amid co-founder exits

Technology10 sources

China's Top Chipmaker Warns AI Chips and Data Centers Could Sit Idle Amid $3 Trillion Spending

Semiconductor Manufacturing International Corp.'s co-CEO Zhao Haijun warns that companies racing to build 10 years' worth of data center capacity in just two years haven't fully thought through what these facilities will actually do. With AI investment projected to exceed $3 trillion over five years, the chipmaker warning raises concerns about potential overcapacity and echoes the dot-com bubble comparison.

Business2 sources

China's Top Chipmaker Warns AI Chips and Data Centers Could Sit Idle Amid $3 Trillion Spending

Business2 sources

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