AI Infrastructure

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Fewer Users, Fatter Wallets: How Anthropic's Strategic Pivot Rewrote the LLM Revenue Playbook

Fewer Users, Fatter Wallets: How Anthropic's Strategic Pivot Rewrote the LLM Revenue Playbook

SMIC’s US$6 Billion Strategic Consolidation: A Mega-Deal to Anchor China’s AI Infrastructure

SMIC’s US$6 Billion Strategic Consolidation: A Mega-Deal to Anchor China’s AI Infrastructure

Fiberhome's Massive Optical Preform: Scaling the Physical Layer for the AI Data Center Era

Fiberhome's Massive Optical Preform: Scaling the Physical Layer for the AI Data Center Era

Texas Instruments Scales In-house Production to Dominate AI Infrastructure Supply Chains

Texas Instruments Scales In-house Production to Dominate AI Infrastructure Supply Chains

Micron Leapfrogs with 1-Gamma Node: Sampling 256GB DDR5 9200 MT/s RDIMM for Next-Gen AI Data Centers

Micron Leapfrogs with 1-Gamma Node: Sampling 256GB DDR5 9200 MT/s RDIMM for Next-Gen AI Data Centers

Arctic Infrastructure Sovereign: Nscale Lands $790M Debt Financing for Vertically Integrated AI Hub

Arctic Infrastructure Sovereign: Nscale Lands $790M Debt Financing for Vertically Integrated AI Hub

Cyient’s Strategic Kinetic Acquisition: Redefining the AI Power Bottleneck Through a Hybrid Product Model

Cyient’s Strategic Kinetic Acquisition: Redefining the AI Power Bottleneck Through a Hybrid Product Model

The Rise of Regulatory Arbitrage: Why AI Data Center Developers are Flocking to Unincorporated Rural Lands

The Rise of Regulatory Arbitrage: Why AI Data Center Developers are Flocking to Unincorporated Rural Lands

SoftBank Expands into Battery Business to Power AI Data Center Growth

SoftBank Expands into Battery Business to Power AI Data Center Growth

Nvidia Dominates the Grid: $2.1B Stake in IREN to Fuel 5GW Global AI Infrastructure Expansion

Nvidia Dominates the Grid: $2.1B Stake in IREN to Fuel 5GW Global AI Infrastructure Expansion

Unheard Threats: AI Data Center Infrasound and Community Health Impacts

Unheard Threats: AI Data Center Infrasound and Community Health Impacts

The Hidden Hydrological Cost of AI: QTS Georgia’s 29-Million Gallon Unauthorized Water Drain

The Hidden Hydrological Cost of AI: QTS Georgia’s 29-Million Gallon Unauthorized Water Drain

King Slide Defies AI Skepticism, Predicting Sustained Growth for Server Infrastructure Through 2Q26

King Slide Defies AI Skepticism, Predicting Sustained Growth for Server Infrastructure Through 2Q26

Akamai’s Historic Rally: How a $1.8 Billion Infrastructure Deal with Anthropic Rebranded a Tech Giant

Akamai’s Historic Rally: How a $1.8 Billion Infrastructure Deal with Anthropic Rebranded a Tech Giant

AI Infrastructure Surge Triggers Global Power Semiconductor Shortages and GaN Market Competition

AI Infrastructure Surge Triggers Global Power Semiconductor Shortages and GaN Market Competition

Nvidia and Corning Bolster AI Infrastructure with Major Expansion in Optical Fiber Manufacturing

Nvidia and Corning Bolster AI Infrastructure with Major Expansion in Optical Fiber Manufacturing

NVIDIA-IREN Strategic Partnership: $2.1bn Warrant Structure and the Race for 5GW Infrastructure Dominance

NVIDIA-IREN Strategic Partnership: $2.1bn Warrant Structure and the Race for 5GW Infrastructure Dominance

The 1.6T Optical Frontier: Coherent Corp Extends Backlog to 2030 Amid InP Material Expansion

The 1.6T Optical Frontier: Coherent Corp Extends Backlog to 2030 Amid InP Material Expansion

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