AI infrastructure - Page 11
Coverage of AI infrastructure: data centres, GPU clouds, power and energy supply, chip supply chains and the financing behind the build-out.
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The MATCH Act: Washington Just Escalated the Chip War — And ASML Is in the Crosshairs
The MATCH Act: Washington's Newest Weapon in the Chip WarOn April 2, 2026, a bipartisan group of U.S. lawmakers introduced a bill that could reshape the global...
Cognichip Raises $60M to Let AI Design Its Own Chips
What if the biggest bottleneck in AI — semiconductor design — could be solved by AI itself? That is the bet Cognichip is making. The startup just...
Microsoft Japan: The $10 Billion Sovereignty Play That Changes the AI Infrastructure Race
Something significant happened today that most Western tech coverage will underplay. Microsoft just committed $10 billion to Japan — not to chase consumers, not to build a...
Samsung Targets 800M Galaxy AI Devices in 2026, Mostly Gemini-Powered
Samsung plans to double devices with Galaxy AI, largely powered by Google's Gemini, to 800M in 2026. The Galaxy S26 also offers Bixby and Perplexity.
800G Optics Set to Pass 60% of Module Shipments as AI Clusters Grow
TrendForce expects 800G-and-faster optical modules to pass 60% of shipments in 2026, up from 19.5% in 2024, as Google's TPU clusters and AI networks grow.
Google’s TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip Market
Google's TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip MarketSometimes the most disruptive innovations aren't hardware. They're algorithms.Google just announced TurboQuant—a new AI...
Microsoft’s 900MW Power Grab: The AI Infrastructure War Just Escalated
Microsoft's 900MW Power Grab: The AI Infrastructure War Just EscalatedWhile the world watches AI models get smarter, a quieter battle is raging. It's not about algorithms. It's...
The Physical AI Awakening: How March 2026 Redefined the Tech Landscape
The Physical AI Awakening: How March 2026 Redefined the Tech LandscapeFrom trillion-dollar chip orders to autonomous warships, the age of digital intelligence meeting physical reality has arrivedThe...
The AI Infrastructure Stack: 9 Guides to Build Production-Ready AI Systems in 2026
The State of AI Infrastructure in 2026: What We Learned from 9 Deep-Dive Guides
A synthesis of self-hosting, RAG, quantization, agents, and multimodal AI —...
AI Agents Are Learning to Spend Money: The Payments Infrastructure Race
The $1.9 Trillion Question: Can Traditional Finance Survive the AI Agent Economy?Stripe just declared war on the payments status quo. And this time, the battlefield isn't human...
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