TokenPost topic
AI infrastructure
75 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- Micron Earnings Put HBM Demand and the Memory Cycle Under Scrutiny
The company’s fiscal fourth-quarter guidance trails consensus estimates as investors weigh artificial-intelligence demand, conventional DRAM pricing and fiscal 2027 spending.
· Business
- South Korea’s September Exports Hit Record $120.944 Billion
Exports rose 83.5% year over year, while semiconductor shipments surged 262.8% to $60.3 billion amid strong memory-product demand.
· Business
- Micron Sees Tighter Memory Supply Through 2028 as AI Demand Drives Spending
The chipmaker expects $61.5 billion in fiscal first-quarter revenue and plans about $25 billion in capital spending during fiscal 2027’s first half.
· Business
- Micron CFO Projects $61.5 Billion Revenue for Fiscal 2027 First Quarter
Mark Murphy forecast earnings of $38.15 per share and said the quarter would mark the low point for fiscal 2027 gross margin.
· Business
- GMI Cloud Completes $668 Million Financing With NVIDIA Participation
The financing includes $223 million in equity and $445 million in credit, with ARCHIV leading the equity round.
· Business
- Arthur Hayes Points to Potential AI Credit Stress in 2027–2028
The Maelstrom chief investment officer says a slowdown in AI infrastructure spending could prompt government liquidity creation and drive Bitcoin to $1 million or more.
· People
- Alphabet Begins Recognizing Revenue From TPU Systems as Google Cloud Backlog Reaches $513.9 Billion
Google Cloud began recognizing TPU system sales in the quarter ended June 30, while TSMC described rising demand for AI capacity and advanced packaging.
· Technology
- CoreWeave Launches Forge to Expand Beyond GPU Infrastructure
The platform connects model serving, monitoring, data curation, training and evaluation across models, frameworks and cloud environments.
· Technology
- AI Infrastructure Spending Pushes Investors Toward Cash Flow
Microsoft, Oracle, Meta and Tesla are committing hundreds of billions of dollars to data centers, computing capacity and other AI-related assets.
· Investing
- CoreWeave Puts NVIDIA Vera Rubin NVL72 Into Production for Cloud Customers
Cognition’s early tests found up to 4.8 times the total token throughput of NVIDIA’s GB200 NVL72 in software-engineering AI inference tasks.
· Technology
- Cerebras CEO Andrew Feldman To Discuss AI Scaling Limits Oct. 13-15
Feldman will address rising demands for computing power, electricity and data-center infrastructure at TechCrunch Disrupt 2026 in San Francisco.
· Technology
- Restate Raises $20 Million to Expand Durable AI Infrastructure
The Series A will fund hiring and expansion in the San Francisco Bay Area as the Berlin-based startup takes on Temporal.
· Business
- Nebius Signs AI Capacity Deal With Meta Worth Up to $27 Billion
The five-year agreement includes $12 billion in dedicated capacity starting in early 2027 and up to $15 billion in additional purchases.
· Technology
- Bitdeer Secures More Than $1.7 Billion in Johor AI Contracts
The five-year agreements cover more than 70% of the facility’s 21.7-megawatt capacity. Bitdeer expects total revenue backlog to reach about $2.9 billion.
· Technology
- DeepSeek and Huawei Expand Ascend Support Across AI Software Stack
New open-source tools cover operator development, matrix computation, cross-chip communication, Attention and data selection as the companies reduce reliance on Nvidia’s CUDA ecosystem.
· Technology
- Hut 8 Secures $1.07 Billion Revolving Credit Facility
The four-year facility was undrawn at closing, with liquidity requirements of 40% before the Stabilization Date and 25% afterward.
· Business
- Nvidia Targets More Than $500 Billion in Third-Party AI Capital
Nvidia signed memorandums of understanding with six financial firms, but the arrangements may not lead to definitive agreements.
· Technology
- General Compute Lists Cerebras Systems in Its AI Platform
The platform assigns Nvidia hardware to prefill and positions Cerebras among systems used for decoding, with more than 7 megawatts planned for deployment in early 2027.
· Technology
- Nscale's $103 Billion Commitments Depend on Unbuilt Data Centers
The planned IPO candidate has grown rapidly but nearly all of its contract commitments rely on facilities still under construction, with some projects lacking full funding.
· Business
- Gold Circuit Brings In Amazon and Approves 79 Billion-Taiwan-Dollar Expansion
The Taiwan-based PCB maker will issue 1,856,308 shares to Amazon at NT$856 each, giving the retailer about 0.3% of the company after dilution.
· Business
- Anthropic Plans $518 Billion in AI Infrastructure Obligations
Anthropic-linked pre-IPO perpetual futures traded around $1,998, down roughly 2% over 24 hours, despite the scale of the planned spending.
· Technology
- AI Industry Needs $6 Trillion in Annual Revenue by 2031
Consumer and enterprise AI services may generate up to $1.8 trillion, leaving about $4.2 trillion to come from emerging applications and industries.
· Technology
- Samsung Commits $1 Billion to KKR-Backed AI Infrastructure Firm
Samsung Electronics will provide $500 million, while five affiliates fund the balance as Helix expands data-center and power infrastructure.
· Business
- AI Infrastructure Stocks Slide as Arm, Credo Lose More Than 8%
Semiconductor and storage shares mostly declined Monday, while optical communications and neocloud stocks fell broadly. Nvidia and Seagate posted gains.
· Investing
- Anthropic Has Not Announced a $518 Billion 2027 Infrastructure Budget
Confirmed commitments include more than $100 billion to AWS over 10 years, a $50 billion U.S. infrastructure project and Google TPU capacity beginning in 2027.
· Technology
- Modal Labs Nears $750 Million Round at $15.75 Billion Valuation
The proposed financing would more than triple the AI infrastructure company’s valuation four months after its previous fundraise.
· Business
- Nearly Half of S&P 500 Stocks Moved Against the Index in Three-Month Measure
About 45% of constituents showed negative three-month beta as mega-cap technology companies and AI infrastructure beneficiaries helped drive benchmark gains.
· Investing
- 51AIpower Promotes Plans for Public Participation in AI Infrastructure
The platform says users can support electricity and computing infrastructure without buying GPUs or running data centers, but it has not disclosed prices, facilities or historical performance.
· Technology
- Chinese Suppliers Pursue Role in U.S. AI Data-Center Buildout
Alphabet and Microsoft plan up to $375 billion in 2026 capital spending, while security concerns, tariffs and supply-chain risks could limit Chinese participation.
· Technology
- Solidigm Considers IPO That Could Raise About $15 Billion at Up to $150 Billion Valuation
SK hynix’s U.S. storage subsidiary is considering a listing as early as 2027. The plan comes amid broader activity in AI infrastructure and enterprise technology.
· Business
- Oracle’s Project Jupiter Faces Pipeline Access and Permit Hurdles
The New Mexico AI campus would receive natural gas through a proposed 17.8-mile pipeline, while its revised fuel-cell design aims to cut nitrogen-oxide emissions by 92%.
· Technology
- SpaceX Plans to More Than Double Nvidia GPU Count by Year-End
Colossus 2 currently uses 110,000 GB200 chips and 440,000 GB300 chips, with additional deployments planned through December.
· Technology
- AI Buildout Could Need $3.7 Trillion in Annual Revenue by 2032
A central scenario estimates $10.3 trillion in U.S. AI infrastructure investment from 2025 through 2032, with a 10% unlevered return requiring a 50% operating cash-flow margin.
· Technology
- OpenRouter Integrates Jev Router Across All Large Language Model Calls
The typesafe/jev-router system dynamically selects models and inference intensity while using context-cache hits to balance quality, speed and token use.
· Technology
- OpenAI Resets Codex and ChatGPT Limits After Service Disruption
OpenAI restored its inference services and activated a backup Codex for emergency support after a brief interruption affecting paid users.
· Technology
- AI Infrastructure Spending Is Modeled at $7.6 Trillion Through 2031
Annual spending is estimated at $765 billion in 2026 and $1.6 trillion in 2031, with chip replacement cycles driving the capital needs.
· Technology
- Supermicro, SpaceXAI Plans Point to Gigawatt-Scale AI Buildout
Supermicro’s Vera Rubin systems are designed to scale from 5 megawatts to gigawatt capacity as SpaceXAI expands infrastructure for Grok.
· Technology
- xAI’s Colossus 2 Could Reach 1.21 Million Chips by Year-End
The cluster currently has 550,000 GB200 and GB300 chips, with as many as 660,000 additional GB300 chips potentially coming online.
· Technology
- Akamai Shares Jump More Than 14% After Anthropic Contract
The seven-year agreement carries $11.6 billion in commitments and could expand by another $9 billion.
· Business
- Nscale Secures $3.36 Billion Convertible Financing Led by Third Point
The first $2.36 billion has closed, while Nvidia has committed an additional $1 billion expected in November 2026.
· Business