AI Infrastructure

Twitter

Facebook

Copy Link

Key Facts

Key PlayersNVIDIA, AWS, CoreWeave

Top News

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Chipmaking equipment supplier Lam Research announced a $3 billion-plus investment over five years to expand its global R&D laboratory network. The move aims to boost experimental capacity by over 50% and accelerate semiconductor innovation driven by AI chips. CEO Tim Archer emphasized that the AI era demands faster development cycles for new chip architectures and materials.

Business4 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Business4 sources

Apple opens Houston Advanced Manufacturing Center as Mac mini production heads to Texas

Apple launched its second U.S. Advanced Manufacturing Center in Houston, offering free training to small and medium-sized businesses in smart manufacturing techniques. The 20,000-square-foot facility sits within the same Foxconn campus already producing Apple's AI servers, with Mac mini assembly set to begin later this year as part of Apple's $600 billion U.S. manufacturing commitment.

Business6 sources

Apple opens Houston Advanced Manufacturing Center as Mac mini production heads to Texas

Business6 sources

MasterClass Selects CoreWeave Cloud to Power AI Teaching Agents for Personalized Instruction

MasterClass has chosen CoreWeave Cloud to evaluate and improve the AI teaching agents driving its personalized instruction platform. Using W&B Weave, the online learning platform will track full learner conversations to refine teaching quality and personalization across its AI agent pipeline from experimentation to production.

Technology3 sources

MasterClass Selects CoreWeave Cloud to Power AI Teaching Agents for Personalized Instruction

Technology3 sources

Samsung Electronics Expands HVAC Manufacturing with AI Data Center Cooling Focus in India and Korea

Samsung Electronics completed a new FläktGroup HVAC manufacturing facility in Pune, India, and announced plans for a second plant in Gwangju, Korea. Both facilities will produce advanced cooling solutions for AI data centers, including Air Handling Units and Computer Room Air Handlers, with combined annual capacity reaching 6,500 units in Pune and full operations in Korea by 2028.

Business5 sources

Samsung Electronics Expands HVAC Manufacturing with AI Data Center Cooling Focus in India and Korea

Business5 sources

AI Boom Drives UK Economy Growth as Tech Sector Contributes Nearly Half of Q2 Expansion

Britain's economy posted 0.4% growth in Q2 2026, with the AI boom fueling nearly half the expansion through the information and communications sector. Computer programming output surged 3.7% while hardware investment hit £22.1 billion, signaling AI's measurable economic impact as Prime Minister Andy Burnham prioritizes tech sovereignty.

Business4 sources

AI Boom Drives UK Economy Growth as Tech Sector Contributes Nearly Half of Q2 Expansion

Business4 sources

Fermi Appoints Lee McIntire as New CEO to Lead 6.0 GW AI Nuclear Campus in Amarillo, Texas

AI nuclear power firm Fermi has appointed Lee McIntire, former TerraPower and CH2M Hill CEO, as its new chief executive over three months after firing co-founder Toby Neugebauer. McIntire will oversee Project Matador, a 6.0 GW nuclear-powered AI campus in Amarillo, Texas that recently secured TensorWave as its first customer.

Business2 sources

Fermi Appoints Lee McIntire as New CEO to Lead 6.0 GW AI Nuclear Campus in Amarillo, Texas

Business2 sources

Larsen & Toubro bags $1.6 billion order to build India's largest Nvidia AI factory with 10,000 GPUs

Larsen & Toubro secured a mega ₹10,000-15,000 crore order to build India's largest AI infrastructure, deploying 10,000 NVIDIA B300 GPUs at its Chennai data centre campus for US-based Together AI. The project marks L&T's entry into the AI Factory business and will support large-scale AI training and inference workloads at a planned gigawatt-scale site.

Business3 sources

Larsen & Toubro bags $1.6 billion order to build India's largest Nvidia AI factory with 10,000 GPUs

Business3 sources

Nvidia RTX Pro 6000 GPU Price Nearly Doubles to $16,000 Amid AI Hardware Demand

Nvidia's flagship RTX Pro 6000 workstation GPU has surged to $16,000, nearly double its March 2025 launch price of $8,565. The AI-focused Blackwell GPU features 96GB of GDDR7 memory and 24,064 CUDA cores, but soaring component costs and memory shortages are driving unprecedented price increases across professional graphics cards.

Business2 sources

Nvidia RTX Pro 6000 GPU Price Nearly Doubles to $16,000 Amid AI Hardware Demand

Business2 sources

Anthropic in Talks to Buy Decart for $6 Billion to Slash AI Infrastructure Costs

Anthropic is negotiating to acquire Israeli AI startup Decart for approximately $6 billion, marking its largest deal yet. The acquisition targets Decart's chip optimization technology that could dramatically reduce Anthropic's ballooning compute expenses as it prepares for a public listing.

Business15 sources

Anthropic in Talks to Buy Decart for $6 Billion to Slash AI Infrastructure Costs

Business15 sources

Lenovo Posts Record $26.9B Revenue as AI Demand Powers 43% Growth, Shares Hit All-Time High

Lenovo delivered its strongest quarter ever with record revenue of $26.9 billion, up 43% year-over-year, fueled by surging demand for AI computers and servers. The company's AI server pipeline expanded to $54 billion as its Infrastructure Solutions Group nearly doubled revenue. Shares soared to all-time highs following the results.

Business6 sources

Lenovo Posts Record $26.9B Revenue as AI Demand Powers 43% Growth, Shares Hit All-Time High

Business6 sources

WhiteFiber Stock Tumbles 25% After $250M Convertible Notes Offering Despite Strong Q2 Revenue Beat

WhiteFiber unveiled a $250 million convertible senior notes offering to fund AI infrastructure expansion, triggering a 25% after-hours stock plunge. The announcement came just one day after the company reported Q2 revenue of $28.84 million—beating analyst estimates—and disclosed over $540 million in new cloud contracts.

Business5 sources

WhiteFiber Stock Tumbles 25% After $250M Convertible Notes Offering Despite Strong Q2 Revenue Beat

Business5 sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Cisco reported Q4 revenue of $17.25 billion, surpassing Wall Street estimates as hyperscalers placed $4 billion in AI infrastructure orders during the quarter. The networking giant forecasts fiscal 2027 revenue between $72.2 billion and $73.4 billion, well above analyst expectations, signaling confidence in sustained AI spending despite stock decline on margin concerns.

Business16 sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Business16 sources

Kevin Weil seeks $150M for AI startup to gather scientific data, four months after leaving OpenAI

Former OpenAI chief product officer Kevin Weil is raising $150 million for a new AI science startup at a $750 million valuation, just four months after departing the company. The venture aims to gather scientific data for AI models, though details about its product and data collection methods remain undisclosed.

Startups2 sources

Kevin Weil seeks $150M for AI startup to gather scientific data, four months after leaving OpenAI

Startups2 sources

AI Stocks Rally as CoreWeave and Super Micro Report Surging Demand for AI Infrastructure

CoreWeave and Super Micro Computer shares surged to multi-month highs after both AI infrastructure companies reported strong quarterly results and raised annual forecasts. The upbeat earnings fueled optimism over AI stocks despite ongoing geopolitical tensions, with chipmakers and data center operators gaining on signs of sustained AI buildout.

Business8 sources

AI Stocks Rally as CoreWeave and Super Micro Report Surging Demand for AI Infrastructure

Business8 sources

Blacksmith Secures $45M Series B at $550M Valuation as AI Code Validation Demand Surges

AI code-testing startup Blacksmith raised $45 million in Series B funding led by Peak XV Partners, reaching a $550 million valuation. The round comes as demand for AI code validation tools accelerates, with the company now serving over 5,000 customers and experiencing 5-10% weekly job growth since early 2026.

Startups3 sources

Blacksmith Secures $45M Series B at $550M Valuation as AI Code Validation Demand Surges

Startups3 sources

Prev 123 4…138 Next