AI infrastructure - Page 20
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.
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Altera Unveils Agilex 2X FPGAs, With Agilex 27 Samples Due in 2027
Altera's Agilex 2X spans four FPGA families for AI, networking and robotics. Agilex 27 comes first, with engineering samples due in 2H 2027.
PsiQuantum Turns Its Quantum Photonics Into an Optical Switch for AI
PsiQuantum has shown an 8x8 optical circuit switch for AI data centres, built on its quantum photonics, and is sharing samples with customers.
Bismuth Sulfide Cuts Solar Charge Loss Rate by 75%, Oxford Finds
An Oxford-led Nature study finds bismuth sulfide absorbs light strongly yet cuts the charge-loss rate by about 75%. A mechanism, not a solar cell.
US Closes $5.1bn Loan to Alliant Energy for Gas Plants and Storage
The Energy Department has closed a $5.1bn loan package to Alliant Energy for gas plants and battery storage in Iowa and Wisconsin, after a 2025 wind plan.
GE Vernova Lifts 2026 Cash Forecast to $16-17bn as Orders Hit $29bn
GE Vernova's orders rose 96% organically to $29.3bn and its backlog reached $197bn. It raised its 2026 revenue, margin and cash forecasts.
SK hynix Tops 100 Trillion Won in Quarterly Revenue for the First Time
SK hynix made 83.3 trillion won operating profit on 104.6 trillion won revenue in Q3, sees memory shortages to 2030 and drops its Solidigm IPO review.
US Offers Constellation a Conditional Loan of Up to $5bn for Uprates
The US Energy Department has offered Constellation a conditional loan of up to $5bn to add nearly 1.1GW at eight nuclear plants. No money is lent yet.
Applied Materials Agrees Deal to Raise Its Besi Stake to About 20%
Applied Materials will raise its stake in Dutch toolmaker Besi to about 20%, up from 9% disclosed in 2025. No price given; US antitrust review applies.
Google TPUs Coming to Oracle Cloud From 2027, First Outside Google
Oracle and Google say Google's TPU chips will be offered on Oracle Cloud from 2027, the first big cloud outside Google. No capacity or price given.
Oracle Launches NVIDIA Vera Rubin on Its Cloud With 150,000 Vera CPUs
NVIDIA Vera Rubin NVL72 and Vera CPUs are now on general sale on Oracle Cloud, with plans for multi-gigawatt scale. No value or gigawatt figure given.
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