AI infrastructure - Page 5
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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DigiCo Signs 15-Year, 71MW Contract at Sydney’s SYD1 Data Centre
DigiCo signed a 15-year, 71MW contract at SYD1 with an unnamed global technology firm, taking the Sydney site to 100% contracted.
Modal Raises $750 Million Series D at a $15.75 Billion Valuation After Crossing $1 Billion Run Rate
Modal raised a $750 million Series D at a $15.75 billion post-money valuation, led by Accel, and says its annualized run rate is above $1 billion.
OpenAI Names Uday Ruddarraju to Lead Compute and Stargate as Sachin Katti Leaves
OpenAI has put Uday Ruddarraju in charge of infrastructure, compute and Stargate, replacing Sachin Katti, according to DCD and Bloomberg.
Tensormesh Launches Platform to Reuse LLM KV Cache Across Servers
Tensormesh, maker of LMCache, has launched software to store and reuse KV cache across enterprise AI servers. What a KV cache is, and why reuse matters.
ASML Warns Its Planned Supply for 2027 and 2028 “Will Not Fully Meet” Customer Demand as AI Drives Record Sales
ASML posted record Q3 sales of €11.7bn and warned its planned supply for 2027 and 2028 "will not fully meet" customer demand, driven by AI spending.
Gartner Forecasts More Than $3.5 Trillion of AI Infrastructure Spending Could Face Write-Downs by 2030
Gartner forecasts more than $3.5tn of AI infrastructure spending could face write-downs by 2030 and predicts over 80% of neoclouds will lose independence.
CtrlS Signs Letter of Intent for a Rs 10,000 Crore, 150 MW AI Data Centre in Bihar and Opens a 12 MW Site in...
CtrlS signed a letter of intent with Bihar to put Rs 10,000 crore into a 150 MW AI data centre at Bodh Gaya, and opened a 12 MW site in Patna.
Rambus Starts Sampling a Power Chip for LPDDR6 SOCAMM2, a Low-Power AI Server Memory Module Still in Development
Rambus says its new power chip for LPDDR6 SOCAMM2, a low-power AI server memory module still in development, is now sampling to lead customers.
Enerflex Wins Over 1 GW Gas Power Order for North American Data Centre
Enerflex will build over 1 GW of on-site gas power units for an unnamed North American data centre, lifting its behind-the-meter backlog past 1.75 GW.
Astera Labs Unveils Orion, a Rack Design for AI Inference That Works With Any Make of Chip
Astera Labs' Orion is a rack reference design for AI inference that works with any GPU or CPU and scales to 160 per pod. Partners sell it from Q1 2027.
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