TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- AMD Details Radeon GPU Passthrough for Proxmox AI Workloads
The workflow assigns a physical Radeon GPU exclusively to a virtual machine running ROCm and PyTorch, with separate procedures for integrated and discrete graphics.
· Technology
- NVIDIA’s Mamba-2 Kernels Run Up to 1.82 Times Faster in Tests
The forward-pass comparison used one B300 SXM6 GPU and a Triton reference; it did not measure a full model training run.
· Technology
- Nvidia's Data Center Revenue Reached $89 Billion in Fiscal Second Quarter
Total quarterly revenue was $96.2 billion. One direct customer accounted for 16% of sales.
· Business
- SOX-to-S&P 500 Ratio Falls to Lowest Level Since Late April
The semiconductor index rebounded to 11,316.34 on Oct. 19 after eight straight declines, while the S&P 500 closed at 7,690.73.
· Investing
- Modal Tests Nvidia Vera at Up to Twice Intel GNR Task Throughput Under Concurrent Load
Modal’s Sandboxes currently run on an x86 fleet. The company has not announced when customers could use Vera.
· Technology
- Firmus Pulls $5 Billion IPO as Nscale Faces Valuation Pushback
Nscale’s preliminary filing has no share-price range, while first-half results showed $140.6 million in revenue and a $1.02 billion net loss.
· Business
- Exascale Labs Shares Rise 72.79%; Sunon Deal Totals $8.208 Million
The stock added 49.70% Thursday. The contract covers 12 NVIDIA HGX B300 servers, 96 GPUs and 36 months of IT operations.
· Insights & Views
- Oracle’s Quarterly Capital Spending Outpaces Cash Flow by $5.4 Billion
Oracle had $288 billion in additional lease commitments at Aug. 31, substantially all tied to data centers. Those leases had not commenced.
· Business
- Nebius Shares Rise 2.7% by Midday as Opening Gain Narrows
The stock opened at $176.51 and traded at $169.91 at 12:48 p.m. ET (16:48 UTC). Nebius spent about $5.7 billion on property, equipment and intangible assets in the second quarter.
· Investing
- Micron to Present Multigeneration Technology Roadmap at Oct. 21 Webinar
Scott DeBoer will discuss DRAM, high-bandwidth memory and NAND, customer design work and long-term research.
· Technology
- Goldman Sachs Upgrades CoreWeave, Sees 73% Upside Potential
The rating rose from Neutral to Buy as the bank cut its price target to $106 from $139.
· Investing
- Bitcoin Holds Near $80,000 as AI Debt Concerns Pressure Tech Stocks
CoreWeave’s five-year credit default swap spread exceeded 1,100 basis points, while Bitcoin’s implied volatility remained below its average over the past year.
· Investing
- Anthropic-Linked Binance Contract Falls 8.8% as U.S. Inflation Hits 3.7%
Anthropic’s third-quarter revenue grew 45% from the prior quarter, while CoreWeave bonds due in 2032 yielded about 16%.
· Investing
- NVIDIA GTC Berlin Opens With Workshops Before Oct. 21 Keynote
The overall program runs Oct. 20-22 and features more than 100 sessions on AI infrastructure, accelerated computing, robotics and open models.
· Technology
- AI Stock Rally Faces Risks From Borrowing and Profit Expectations
Some long-term measures remain elevated, and other risks could weigh on AI-related stocks.
· Investing
- Nvidia Forecasts 70% Fiscal 2028 Revenue Growth, Calls Outlook Supply-Constrained
The company forecast $108 billion in fiscal third-quarter 2027 revenue, plus or minus 2%. Its fiscal second-quarter revenue rose 106% year over year.
· Business
- Howard Marks Says AI’s Promise May Be Understated as Investment Returns Remain Unclear
The Oaktree co-founder says AI may be underappreciated, while the payoff from infrastructure spending may take about 10 years to assess.
· People
- Chip and Equipment Makers Post Strong Profits as CoreWeave Bond Yield Hits 15%
CoreWeave generated $3.663 billion in operating cash in the first half of 2026 against $14.117 billion in cash outlays for fixed-asset purchases.
· Business
- CoreWeave Executives Sell $4.75 Million Ahead of 11.9% Share Drop
The sales were tied to prearranged trading plans or tax withholding; their timing alone does not establish a link to the decline.
· Investing
- Five Cloud Giants’ 2026 Spending Could Exceed Cash Flow by $93.4 Billion
A separate U.S. AI infrastructure scenario estimates $10.3 trillion in investment from 2025 through 2032.
· Business
- Horowitz Says AI Self-Improvement Still Lacks Four Key Conditions
As of August 2026, Claude led 26% of Anthropic’s measured research work, but none of that work was fully autonomous.
· Technology
- Major U.S. Real Estate Gauges Rise More Than 1% in a Week
Some AI-related and data center property stocks fell amid concern that high rates could make AI infrastructure harder to finance.
· Investing
- AI Revenue Could Top Depreciation Around 2027, but Owners Face an $8.5 Trillion Hurdle
AI-related revenue across 15 platforms and service providers is projected at about $1.5 trillion in 2030, while data-center owners face an $8.5 trillion cumulative revenue requirement.
· Technology
- Mainland Flows Bolster Hong Kong AI IPO Outlook as Fundraising Doubles
Simon Yuan sees balanced mainland and international demand. AI value-chain companies raised HK$97.9 billion through Hong Kong IPOs from December 2025 through May 2026.
· Business
- Huang Says Nvidia Could Cut Chips to Customers Building Unsafe AI Software
Nvidia also pledged $250 million in computing resources for UK AI safety research over five years, with testing AI agents among the priorities.
· Technology
- Bitcoin Rebounds as Japanese and South Korean Stocks Recover
Bitcoin briefly fell to about $79,800 on Oct. 15 before climbing near $82,500. Spot Bitcoin ETF inflows contrasted with outflows from Ether funds.
· Investing
- Nasdaq 100 Falls 5.5% as AI Debt Worries Meet Oil Near $110
Some CoreWeave bond yields briefly topped 15%, while the 10-year Treasury yield reached 5.097%.
· Investing
- Anthropic Leases 95-Megawatt Phase of Nova Scotia Data Center
The first phase is targeted for late 2027; a 325-megawatt expansion planned for 2028 remains subject to grid studies and other conditions.
· Technology
- Anthropic’s $60 Billion Chip Plan Offers Blackstone Yield Above 10%
Blackstone funds would invest $9 billion in an $18 billion subordinated loan backed by five years of chip lease payments.
· Business
- Architect Launches Liquid Inference Auction for AI Model Requests
Buyers can set spending, model, speed and data rules. The test phase covered hundreds of tasks across more than 700 models.
· Technology
- Nebius Slides Nearly 12% Amid Heavy Neocloud Selling on Friday
The stock closed at $165.47 after losing $22.94, following a decline of just over 10% Wednesday.
· Investing
- CoreWeave Shares Drop 25% as $50B Debt Raises Bankruptcy Concerns
Credit-default swaps tied to the AI cloud provider rose above 1,000 basis points, while management says its contract backlog can cover the debt.
· Investing
- Jefferies Calls CoreWeave Sell-Off Overdone as Shares Fall 11%
Data center demand was robust and had improved in recent months. Nebius and IREN also fell in midday trading.
· Investing
- Jensen Huang Says AI Could Need One Billion Times More Compute Than Last Year
He tied the estimate to reasoning workloads and wider AI use, while citing land, power and component constraints on expansion in 2027.
· Technology
- CoreWeave and Oracle CDS Spreads Hit Records as AI Debt Costs Rise
CoreWeave’s five-year spread topped 1,100 basis points, while Oracle’s reached 288 after a 26-basis-point overnight increase.
· Investing
- Nscale’s $103.4 Billion Contract Value Faces a Delivery Test in Norway
Only $2.6 billion was active as of Aug. 31. The Glomfjord project was six months behind schedule as of Oct. 16.
· Business
- IREN Reports $13.81 Billion in Commitments, Most Due Within a Year
The company had $5.9 billion in cash and said cash, operating inflows and financing should cover anticipated liquidity needs for at least 12 months.
· Business
- CoreWeave CDS Pricing Implies 63% Five-Year Default Probability
Oracle and SoftBank spreads have also widened, reflecting higher perceived credit risk. The pricing does not establish that any company will default.
· Investing
- CoreWeave Shares Fall 11.9% After 2032 Notes Yield Above 15%
The shares reversed a 5.9% gain on Thursday. ARK Invest bought 381,231 shares across Oct. 14 and 15.
· Investing
- QCP Says AI Credit Risk Has Replaced Inflation as Market Focus
U.S. inflation reached 3.7% in September. CoreWeave shares fell 15.5% in one session, while Treasury yields retreated as investors sought long-term Treasuries.
· Investing