AI infrastructure
Coverage of AI infrastructure: data centres, GPU clouds, power and energy supply, chip supply chains and the financing behind the build-out.
Stories from AI infrastructure come first, newest first, then stories from connected topics (data centres, Data Centres & Energy, AI Chips & Compute, OCP, AI networking, Tech News), each labelled with where it comes from. This view is not indexed by search engines.
Perplexity Will Run Its AI Workloads on IREN’s Blackwell Ultra GPUs
The Perplexity IREN agreement puts Perplexity on NVIDIA Blackwell Ultra GPUs at an IREN campus, IREN says. No value, GPU count or site was given.
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Vertiv Lifts 2026 Sales Forecast by $650m as Orders More Than Double
Vertiv's third-quarter sales rose 61% to $4.31bn and organic orders more than doubled. It now forecasts $14.45bn to $14.85bn of 2026 sales.
HIVE’s BUZZ HPC Borrows $129m at 9% to Buy GPUs for Its Cohere Deal
HIVE's BUZZ HPC unit has a $129m, 9% fixed-rate loan to buy 2,303 NVIDIA GB200 GPUs for a three-year Cohere contract, with no new shares issued.
Baker Hughes Wins 1.1GW Turbine Order for a US Tech Firm’s AI Build
Baker Hughes will supply 43 gas turbines and Chart dry coolers giving about 1.1GW of power for an unnamed US tech company's AI computing build.
Banks, Blackstone Line Up $63bn for Broadcom Chips Leased to Anthropic
BofA, Citi, Morgan Stanley and Blackstone have announced $63bn to buy Broadcom AI chips for lease to Anthropic, with Broadcom backing the first lien.
Luxor Raises $16m Led by CMT Digital to Grow Its AI Compute Trading
Bitcoin mining services firm Luxor has raised $16m in a round led by CMT Digital, with Canaan and MicroBT, to grow its AI hardware and compute trading.
Galaxy Posts $323m Q3 Profit as Data Centre Earnings Nearly Quadruple
Galaxy reported Q3 net income of $323m after a Q2 loss. Data centre adjusted gross profit rose to $79m and the board approved a new $200m buyback.
General Compute Raises $100M to Run AI on Cerebras and SambaNova Chips
General Compute has raised a $100M Series A co-led by Blackbird and Abstract for a cloud that runs AI models on Cerebras, SambaNova and Positron chips.
AMD to Invest $1bn in Meta Share Sale as Helios Racks Start Testing
AMD says it will put $1bn into Meta's equity offering and that its first Helios rack-scale systems are installed and being tested at Meta.
Corning Says Gen AI Fibre Sales More Than Doubled in the Third Quarter
Corning's third-quarter core sales rose 19% to $5.08bn as optical sales jumped 44% and it says Gen AI product sales more than doubled year on year.
Acuity to Buy Data-Centre Leak Detector Parameter for $675m
Acuity has agreed to buy Parameter Technologies, which makes leak detection for liquid-cooled data centres, for $675m, funded mostly with new borrowing.
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