AI Infrastructure

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AWS, CoreWeave

Top News

ESDS Unveils Swaraj Sethu to Unify Enterprise Software Delivery with $4.7 Trillion AI Investment Wave

ESDS Software Solution Limited launched Swaraj Sethu, a unified DevSecOps platform engineered in India that consolidates source control, CI/CD, Kubernetes operations, and security into one workspace. The platform addresses enterprise needs for software development and deployment amid projected US$4.7 trillion global AI spending by 2029 and over US$200 billion in Indian AI investment expected in two years.

Technology2 sources

ESDS Unveils Swaraj Sethu to Unify Enterprise Software Delivery with $4.7 Trillion AI Investment Wave

Technology2 sources

Broadcom CEO Stands Firm on $230B AI Revenue Targets Despite Anthropic's Slowdown Push

Broadcom CEO Hock Tan doubled down on the chipmaker's ambitious AI revenue targets after Anthropic CEO Dario Amodei called for moderating AI development pace. Despite a 4.8% stock drop and market concerns, Tan insists demand for AI compute infrastructure remains strong and durable, projecting $230 billion in AI semiconductor revenue by fiscal 2028.

Business3 sources

Broadcom CEO Stands Firm on $230B AI Revenue Targets Despite Anthropic's Slowdown Push

Business3 sources

Oracle Layoffs Reach 8,000 as Company Redirects Resources Toward $95 Billion AI Infrastructure Push

Oracle initiated another round of workforce restructuring on September 14, affecting an estimated 5,000 to 8,000 employees as the company redirects resources toward AI infrastructure. Despite cutting jobs, Oracle continues hiring for data centers and AI roles while maintaining capital expenditures between $90 billion and $95 billion for fiscal 2027.

Business5 sources

Oracle Layoffs Reach 8,000 as Company Redirects Resources Toward $95 Billion AI Infrastructure Push

Business5 sources

Hexaware Technologies Partners With Project NANDA Fellowship to Build Open-Source AI Agents

Hexaware Technologies announced its collaboration with Project NANDA Fellowship, a three-month remote program focused on developing open-source infrastructure for AI agents. The partnership brings together over 10 developers to work on agent discovery, verifiable identity, and secure coordination within a decentralized Internet of AI Agents.

Technology2 sources

Hexaware Technologies Partners With Project NANDA Fellowship to Build Open-Source AI Agents

Technology2 sources

Flam Secures $40M Series B to Scale AI Infrastructure for Interactive Content Creation

San Francisco-based Flam raised $40 million in Series B funding led by QED Investors to advance its AI infrastructure platform for interactive content. The startup, which counts Google among its 100+ enterprise customers, is approaching $100 million in annual recurring revenue with its AI-generated interactive videos, 3D experiences, and hyper-realistic conversational avatars.

Startups2 sources

Flam Secures $40M Series B to Scale AI Infrastructure for Interactive Content Creation

Startups2 sources

AI Safety Warnings Trigger 14% Rally in CrowdStrike and Palo Alto Networks as Investors Pivot

Cybersecurity stocks CrowdStrike and Palo Alto Networks surged 14% and 13% respectively after Anthropic CEO Dario Amodei and OpenAI's Sam Altman called for slowing AI development. The rally marks a sharp divergence in the AI investment trade, with investors betting on companies that protect against autonomous agents rather than those building AI infrastructure.

Business10 sources

AI Safety Warnings Trigger 14% Rally in CrowdStrike and Palo Alto Networks as Investors Pivot

Business10 sources

Samsung and Verizon Successfully Test Integrated Sensing and Communication for 6G Networks

Samsung and Verizon completed an AI-powered Integrated Sensing and Communication trial at a major international soccer event in Dallas, Texas. The companies integrated commercial AI-powered vRAN and virtualized core network with ISAC, enabling real-time crowd sensing over existing 5G connectivity without additional equipment.

Technology2 sources

Samsung and Verizon Successfully Test Integrated Sensing and Communication for 6G Networks

Technology2 sources

UK and US Link AI Supercomputers to Fast-Track Fusion Energy with Digital Twins

The UK Atomic Energy Authority and Princeton Plasma Physics Laboratory announced plans to link their AI supercomputers—SUNRISE and STELLAR-AI—creating a federated system for AI models trained on data from spherical tokamak facilities. The partnership aims to build digital twins for fusion reactors and accelerate fusion energy research toward commercial power plants.

Science2 sources

UK and US Link AI Supercomputers to Fast-Track Fusion Energy with Digital Twins

Science2 sources

Pinterest Nvidia Partnership Delivers 7x Faster AI Discovery With Multimodal Infrastructure

Pinterest announced an expanded partnership with Nvidia to supercharge its AI-driven discovery engine with 7.3 times faster search speeds. Built on Nvidia Blackwell GPUs and Dynamo, the new multimodal AI infrastructure processes over 80 billion monthly searches while cutting infrastructure costs and enabling Pinterest Assistant to handle 25 times more visual context per request.

Technology4 sources

Pinterest Nvidia Partnership Delivers 7x Faster AI Discovery With Multimodal Infrastructure

Technology4 sources

Cornelis Networks raises $205M, launches Active Compute Fabric to challenge Nvidia's AI dominance

Intel spin-off Cornelis Networks secured $205 million in funding and unveiled Active Compute Fabric, an open architecture that integrates programmable compute into data center networks. The technology aims to reduce GPU idle time by up to 50% and reclaim $1.68 billion in wasted capacity annually in large AI systems.

Technology4 sources

Cornelis Networks raises $205M, launches Active Compute Fabric to challenge Nvidia's AI dominance

Technology4 sources

SpaceX Plans to Launch Nvidia AI Computers in Orbit by 2027, Musk Says

Elon Musk announced that SpaceX will launch Nvidia's Vera Rubin NVL72 AI computers into space next year, accelerating plans for orbital AI computing infrastructure. The move positions SpaceX's AI business to potentially exceed $13 billion in annual recurring revenue, though significant technical challenges around heat dissipation and timeline feasibility remain.

Technology3 sources

SpaceX Plans to Launch Nvidia AI Computers in Orbit by 2027, Musk Says

Technology3 sources

Nvidia RTX 5090 Disappears From Shelves as AI Demand Pushes Prices Beyond $9,500

Nvidia's RTX 5090 has vanished from major US retailers in under two weeks, with third-party sellers now charging $6,500 to $9,500—more than triple its $1,999 launch price. Photos show pallets of consumer RTX 5090 cards being deployed in AI server builds, highlighting how AI demand has transformed Nvidia's flagship GPU from a gaming card into an AI workhorse.

Business5 sources

Nvidia RTX 5090 Disappears From Shelves as AI Demand Pushes Prices Beyond $9,500

Business5 sources

Hyperscale Data Sets $750 Million Valuation Threshold for Michigan AI Data Center Sale

Hyperscale Data has invested over $70 million in its Michigan AI data center and established a $750 million minimum sale price. The facility, operated by Alliance Cloud Services, secured a master services agreement with a California-based neocloud provider that could generate up to $3 billion in revenue over 20 years if fully exercised.

Business3 sources

Hyperscale Data Sets $750 Million Valuation Threshold for Michigan AI Data Center Sale

Business3 sources

Temporal Raises $550M at $12.55B Valuation as AI Agents Drive Explosive Growth in Software Reliability

Bellevue-based Temporal has raised $550 million in a Series E funding round led by Lightspeed Venture Partners, more than doubling its valuation to $12.55 billion in just seven months. The open-source software platform's annualized revenue has surpassed $250 million, tripling year-over-year as major tech companies including OpenAI and Nvidia rely on its durable execution engine to keep AI agents and complex workflows running reliably.

Startups6 sources

Temporal Raises $550M at $12.55B Valuation as AI Agents Drive Explosive Growth in Software Reliability

Startups6 sources

Nvidia, Palantir Restrict Advanced AI Model Usage Over Rising Data Privacy Concerns

Major technology companies including Nvidia, Palantir, and Booz Allen are restricting or threatening to cease using advanced AI models from Anthropic and OpenAI unless they receive ironclad guarantees about data handling. The pushback follows Anthropic's June policy change allowing 30-day data retention, raising fears about intellectual property exposure and competitive advantage loss.

Technology8 sources

Nvidia, Palantir Restrict Advanced AI Model Usage Over Rising Data Privacy Concerns

Technology8 sources

Prev 1…101112…161 Next