AI infrastructure - Page 12
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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After GTC, NVIDIA’s $1tn Outlook Meets Big Tech’s Spending Plans
NVIDIA sees $1tn in Blackwell and Vera Rubin orders through 2027. Meta, Alphabet and Amazon plan record 2026 capex. What the numbers show.
Metas 27 Billion Nebius Gamble: Outsourcing the Future of AI
Meta's $27 Billion Nebius Gamble: Outsourcing the Future of AIMeta just signed one of the largest cloud computing deals ever. Up to $27 billion. One provider. One...
Core Scientific Takes $500M Morgan Stanley Loan, Expandable to $1bn
Core Scientific closed a $500M, 364-day Morgan Stanley facility, expandable to $1bn, for data centres, as miners from MARA to Bitdeer sold bitcoin.
The Quiet Bottleneck: Why Networking Will Make or Break the AI Race
Everyone’s watching the GPU wars. NVIDIA vs AMD. H100 vs MI300. The headlines scream about chip shortages, HBM constraints, and $650 billion in AI infrastructure spending.
But there’s...
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