AI infrastructure - Page 8
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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Broadcom and Intel CEOs Say Capital May Be AI’s Biggest Constraint
Broadcom's Hock Tan and Intel's Lip-Bu Tan told a DBS forum in Singapore that capital, not chips, may limit AI as demand still outruns supply.
Nebius Signs as First Customer of VOLT’s Planned AI Gigafactory in the Port of Rotterdam
Nebius has signed for a large share of the computing power at VOLT's planned EUR 7bn Rotterdam AI gigafactory. The project is not financed yet.
Vertiv Says It Delivered India’s First Direct-to-Chip Liquid-Cooling Deployment, for 30 MW of AI Workloads in Navi Mumbai
Vertiv says it delivered India's first direct-to-chip liquid-cooling deployment, supporting 30 MW of AI workloads at CLDC Mumbai 01 in Navi Mumbai.
Bain’s Bridge Data Centres Reportedly Seeks US$6.6bn Malaysia Loan
Bain-owned Bridge Data Centres is reportedly in talks to more than double a Malaysia loan to about US$6.6bn. A separate Thailand loan has stalled.
NeoAI Cloud Reportedly Closes KRW 600 Billion Financing for Pohang AI Data Centre
Asia Business Daily reports NeoAI Cloud closed KRW 600bn financing for its Pohang AI data centre: a KRW 450bn PF loan and KRW 150bn equity.
RunOnFlux: 12 Months of Development, From the Proof of Useful Work v2 Fork to a Rebuilt Roadmap
A month-by-month review of what RunOnFlux (Flux) shipped from October 2025 to October 2026, what it has announced next, and where its own accounts disagree.
AIB Says a Nebius Prepayment Means No Equity Raise for Its About $800M, 50MW Data Centre; the Claims Are the Company’s
AIB says a Nebius prepayment means no equity raise for its about $800M, 50MW data centre. Company claims; debt and preferred equity are not yet arranged.
Fireworks AI Says Intruder Captured Customer API Keys From Eval Jobs
Fireworks AI says an outsider used internal credentials to capture API keys and tokens from evaluation jobs. It reports no evidence of data access so far.
AZIO AI Signs a 10 MW Hosting Agreement at Atlas One in South Texas; Growth to 50 MW Is a Right, Not a Commitment,...
AZIO AI says Power Champion contracted 10 MW at its Atlas One campus in Texas, with rights to 50 MW. Nothing is energized and no start date is set.
Google Says Its Visakhapatnam AI Hub Will Use “Advanced Air Cooling” Instead of Water; the Details Are Unverified
Google says its Visakhapatnam AI hub will use air cooling, not water. Water use, power and the $688m local figure are unverified company claims.
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