AI infrastructure - Page 29
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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Elon Musk Says Micron Has Been ‘Reasonable’ on Memory Prices While ‘Others Have Been Extortionate’
Elon Musk praised Micron on X and said "others have been extortionate" on memory prices. He did not name any other company.
Senate Finance Democrats Ask Meta to Justify Billions in R&D Tax Credits Linked to Its AI Data Centres
Seven Senate Finance Democrats asked Meta to justify claiming R&D tax credits for AI data centres, after reports it called them "pilot models".
Snowflake Announces Intent to Partner With Bleu and Orange Business on a Sovereign AI Data Cloud for France
Snowflake announced its intent to partner with Bleu and Orange Business on a sovereign AI Data Cloud for France. Plans are not final.
Two Workers Killed in Explosion at Intel’s Kiryat Gat Plant in Southern Israel
A blast at Intel's Kiryat Gat plant in Israel killed one worker and seriously injured two, the Times of Israel reports. Police suspect a gas cylinder.
TSMC Adds Another 3nm Fab in Tainan, With Volume Output in 1H 2028
TSMC will add a further 3nm fab in Tainan, with volume production in the first half of 2028, making three new 3nm fabs in Taiwan, Arizona and Japan.
TSMC Q3 Revenue Rises 50.9% to NT$1.49tn, Guides Q4 to US$52.3-54.3bn
TSMC's third-quarter revenue rose 50.9% to NT$1,494.24bn. It guided Q4 to US$52.3-54.3bn and now expects about 44% revenue growth for 2026.
ORCA Computing Launches PT-3 Photonic Quantum Computer at Digital Realty’s London Lab
ORCA Computing's PT-3 photonic quantum computer is live at Digital Realty's London lab beside NVIDIA GPUs. Figures are ORCA's claims.
ByteDance Is in Advanced Talks to Buy Custom MediaTek Chips for Its Data Centres, Bloomberg Reports
ByteDance is close to a deal to buy custom MediaTek chips for its data centres, Bloomberg reports, citing people familiar. Neither company has confirmed.
SK Hynix’s Solidigm Ties a New US NAND Plant to a Licence for More Chip Tools in China, Reuters Reports
SK Hynix's Solidigm is making a new US NAND plant depend on a US licence to ship more chip tools to Dalian, China, Reuters reports, citing sources.
Micron Reaches Deal With Taichung Union; Taoyuan Strike Status Unclear
Micron's Taoyuan union plans a solidarity strike on 22 October over profit-sharing, CNA reports, a week after Micron opened its second Taiwan HBM plant.
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