AI infrastructure - Page 28
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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Infineon and Wolfspeed Extend SiC Wafer Supply Deal to 200 mm
Infineon and Wolfspeed moved their SiC wafer supply deal to 200 mm. No value or volumes disclosed; Yole market figure is via Wolfspeed.
Hitachi Energy and Ansaldo Energia Sign an MoU to Offer Combined Generation and Grid Packages, Including for Data Centres
Hitachi Energy and Ansaldo Energia have signed an MoU to develop combined gas-turbine and grid power packages, including for data centres. No orders yet.
Taiwan Plans a Texas Industrial Park for TSMC and Foxconn Suppliers
Taiwan plans a Texas park for TSMC and Foxconn suppliers, up to $4bn to start, Kung told Bloomberg. MOEA: firms fund it; land not confirmed.
UK Rejects York and North Yorkshire’s AI Growth Zone Bid Built Around a 1.2GW Data Centre at Drax
The UK turned down York and North Yorkshire's AI Growth Zone bid for a 1.2GW data centre at Drax. Drax says it will still seek planning for 100MW.
DuckDB Posts Unaudited TPC-H SF1,000 Results for v2.0-dev on a Single NVIDIA Vera Socket
DuckDB published unaudited TPC-H SF1,000 results for a v2.0-dev preview on one NVIDIA Vera socket. Figures are DuckDB’s own, with NVIDIA’s help.
SK hynix Shows CXL Pooled Memory and MARS Rack Demos at OCP 2026
At OCP Global Summit 2026, SK hynix showed second-gen CMM-DDR5, MARS rack demos and CMM-Ax. Bandwidth and efficiency gains are the company’s comparisons.
SemiAnalysis Says ASML Is Building a Hybrid Bonding Tool, Pointing to Patent Filings
SemiAnalysis says patents point to an ASML die-to-wafer hybrid bonder on a track. ASML has not announced one; the forecasts are SemiAnalysis's own.
Adobe and NVIDIA Expand Collaboration to Speed Photoshop, Premiere, Frame.io and Brand Concierge
Adobe and NVIDIA say Photoshop, Premiere and Substance 3D are up to 2x faster on RTX Spark; Frame.io and Brand Concierge also optimised. Vendor claims.
Oracle Asks FERC to Expedite Green Chile Gas Pipeline for Project Jupiter
Oracle asked FERC to expedite Transwestern's Green Chile gas pipeline for Project Jupiter in New Mexico, Bloomberg reported on the letter.
Venture Global Signs Frame Agreements for Up to 16 Gas-Fired Power Islands
Venture Global signed frame agreements with GE Vernova and Baker Hughes for up to 16 gas-fired 720 MW power islands, separate from compute plans.
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