AI infrastructure - Page 10

Arista announced Etherlink SU-144, Ethernet racks to link up to 144 AI chips. Every performance figure is Arista's claim; no ship date, price or buyer is given.

Two AI infrastructure launches from 8 October 2026: Goodfire's "inside-out" monitors, which read a model's internal signals to catch harmful agent sessions, reach Baseten customers (all performance figures are Goodfire's own), and Upscale AI unveils Token Fabric, a networking platform for AI data centres with general availability planned for early 2027.

Three big data-centre plans from 8 October 2026: Sesterce's planned "over €10 billion" AI campus at a former paper mill in Jämsä, Finland; a 7 trillion won, 360 MW memorandum of understanding (MOU) in Sejong, South Korea (reported); and ReNew's MOU with the government of Maharashtra for a proposed ₹70,000 crore, 750 MW green data-centre park (reported). All three are plans, not finished deals. Here is what each says and what it leaves open.

CoreWeave plans 240 MW in Navi Mumbai, Bell Canada's Regina campus could reach 1.2 GW with its own gas plant, and Applied Digital reported $341.9 million in quarterly revenue alongside $6.4 billion of debt. Meanwhile the bond financing Meta's Louisiana data centre hit a record low, and Entergy's CEO let slip that the site will draw 4,500 MW. What each company confirmed, and what is reported.

Duke Energy, Amazon, Google and Microsoft have filed a North Carolina settlement that makes big data centres pay upfront, sign 10–15 year contracts and accept some power cuts. Indiana approved Google paying the full cost of serving a 390 MW site, and a bipartisan Senate bill would make data centres pay for the grid upgrades they trigger. And gas equipment is being shipped straight to AI projects: a 380 MW Doosan turbine for SpaceXAI and 282 MW of Wärtsilä engines. What is agreed and what still needs approval.

Teradyne has made a strategic investment in Bright Machines and will collaborate on software-defined manufacturing for AI infrastructure. The investment size was not disclosed.

Nvidia shares closed at a record $238.90 on 5 October, briefly lifting its market value to about $5.78 trillion, according to Seoul Economic Daily. Here is what is driving the rally and what the numbers do and do not mean.

An MCP server turns "deploy nginx for a month" into a signed, paid app on Flux, without an account. The catch is the keys, and an underpayment...

The first wave of AI was about possibility. The second wave is about profit.Weiss Ratings just dropped a report claiming we are entering a new phase of...

The $25 Billion Tech Deal Spree: How AI Infrastructure Became the New Arms Race Meta, Nvidia, Intel, and OpenAI are pouring unprecedented capital into partnerships and infrastructure. Here's...