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AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- TSM Shares Fall 1.8% Amid Chip Selloff Despite 69% Profit Growth
The decline coincided with a wider chip pullback as markets weighed an interest-rate hike and AI infrastructure costs. TSMC forecast fourth-quarter revenue of $52.3 billion to $54.3 billion.
· Investing
- SOXX Extends Its Decline to Eight Sessions Amid AI Financing Concerns
The iShares Semiconductor ETF ended Oct. 15 at $514.71 as investors weighed borrowing costs that could slow AI infrastructure spending.
· Investing
- CoreWeave’s 2032 Bond Yield Reaches 14.8%, Signaling Costlier New Debt
The bond carries a 9.625% coupon. Bernstein kept its Underperform rating on CoreWeave on Oct. 15.
· Investing
- Anthropic IPO Investors Discuss $1.5 Trillion Valuation as Growth Slows
The figure is about 25% below the roughly $2 trillion expectation tied to a possible November offering, even as third-quarter revenue reached $16.8 billion.
· Business
- JPMorgan, Goldman Price Volta’s $5 Billion AI Loan at 95 Cents
The final spread was 6.5 percentage points above the benchmark rate, and the loan terms include a penalty for early repayment.
· Business
- Flex Completes EPC Power Acquisition as CEO Warns U.S. Grid Must Keep Pace With AI
The acquisition adds power-conversion technology for data centers and grid applications. A 2030 estimate puts data centers at 11.8% of projected U.S. electricity use.
· Business
- CoreWeave Bankruptcy Odds Stand at 28.5% for Jan. 1, 2030
The listed odds were 14.5% for Jan. 1, 2028, and 22.5% for Jan. 1, 2029.
· Investing
- ChronoScale Posts $41.5 Million in Revenue, $42.5 Million GAAP Loss
Revenue from continuing operations rose 148% year over year. Discontinued Ekso operations accounted for $16.1 million of the total loss.
· Business
- Together AI Adds Meta’s Muse Spark Open With Token Pricing
The model has 816 billion parameters, with 42 billion active per token, and a 1 million-token context window.
· Technology
- CoreWeave Shares Rebound Nearly 5% as Bond Yields Recover
The gain followed a 16% drop in the stock a day earlier, when yields on two CoreWeave bonds neared 15%.
· Investing
- Survey Finds Low Enterprise GPU Use as Firms Plan AI Compute Platform Changes
Among AI-in-production respondents who reported utilization, 81% put GPU or accelerator use at 50% or less. Separately, 64 of 102 qualified respondents planned to adopt a new, additional or replacement compute platfor…
· Technology
- BlackRock CEO Larry Fink Says a U.S. Data-Center Moratorium Would Mean Recession
Lawmakers in 16 states were considering data-center bans as of Sept. 15. Fink did not specify the scope or duration of the moratorium he meant.
· People
- Bank of America Raises CoreWeave Growth Forecasts After 15.5% Drop
The bank kept its $140 price target and projected annual power capacity additions of 1.4 gigawatts to 1.5 gigawatts in 2027 and 2028.
· Insights & Views
- Nvidia CEO Cites $100 Billion in Contracted AI Compute Offtake
Huang gave no time frame or customer breakdown. A separate Nvidia financing effort targets more than $500 billion in third-party capital.
· Business
- Cerebras Executive Says Inference Speed Matters for AI Agents
Andy Hock argued that speed becomes more consequential when one request sets multiple agents to work. Cerebras’ up-to-15-times claim applies to selected open models, not full workflows.
· Technology
- Nebius Is the Only Strong Buy in 12-Stock Neocloud Screen
Gartner's forecast puts more than $3.5 trillion in AI infrastructure spending at potential impairment risk by 2030, while a separate estimate puts more than $4 trillion in asset value at risk through 2032.
· Investing
- Nvidia’s CoreWeave Capacity Deal Stops Short of a Debt Guarantee
CoreWeave had $35.6 billion in total indebtedness as of June 30; Nvidia’s $6.3 billion order form covers qualifying unused capacity.
· Business
- CoreWeave Credit Risk Hits Record as June Debt Reaches $35.6 Billion
The AI cloud company is pursuing more borrowing for data-center expansion as yields on two of its bonds approach 15%.
· Investing
- Blackstone Projects Seven Gigawatts of Data-Center Leasing in 2026
Blackstone links the forecast to more than $100 billion in data-center spending and more than $200 billion in chip demand over the next several years.
· Business
- KubeRay Gives Kubernetes Teams a Way to Manage Ray AI Workloads
RayCluster manages persistent clusters, RayJob can use a temporary cluster for a job, and RayService manages Ray Serve applications.
· Technology
- QumulusAI Brings NVIDIA B300 GPUs Into Production Under $71.9 Million Deal
The completed handoff covers all GPUs in the three-year contract. QumulusAI has 7 MW active out of 11.75 MW in total contracted capacity.
· Technology
- CoreWeave Sees Investment-Grade Chip Debt Expanding Insurer Access
A delayed-draw facility has $8.5 billion in capacity, but CoreWeave had borrowed $2.9 billion by June 30. Its debt and lease liabilities totaled $51.6 billion.
· Business
- Hyperliquid Contracts Tied to Optical Stocks Extend Losses
Contracts tied to Applied Optoelectronics, Lumentum and Coherent fell 14.90%, 11.71% and 11.66%, respectively, over 24 hours.
· Investing
- Stack Seeks $6 Billion Melbourne Loan as AI Debt Faces Scrutiny
The five-year proposal remains unclosed. Nearly $500 billion of AI-related debt had been issued globally in 2026 as of Aug. 3.
· Business
- NVIDIA’s OCP Display Names Seven Firms Alongside NVLink PTFE Board
A separate cable-cartridge exhibit listed six other companies. Neither display disclosed supplier shares or confirmed production status.
· Technology
- U.S. Stocks Slide as Inflation Fears Hit AI Firms and Bitcoin Miners
The S&P 500 lost 1.1%, while four listed Bitcoin miners fell more than 12%.
· Investing
- Nordic AI Projects Span a 1,152-GPU Supercomputer and Local-Language Tools
Sferical AI operates a 1,152-GPU system in Sweden, while a separate Icelandic GPU deployment is planned for 2026. Developers in Sweden and Finland are adapting models for language tasks.
· Technology
- AI Network Suppliers Face Delivery and Margin Tests as Data Centers Expand
Ciena still needs to win connectivity orders, while Celestica’s Google TPU work and Arista’s cloud relationships shape the company outlook.
· Business
- Bitcoin Mining Stocks Fall More Than 10% Alongside AI Spending Warning
A forecast put more than $3.5 trillion in AI infrastructure spending at risk of impairment by 2030, while Cipher priced $850 million in convertible notes.
· Investing
- SK Hynix Falls More Than 8% as Asian Chip Sell-Off Deepens
Samsung Electronics fell 7.1%, while Japanese technology shares also slid after Wednesday’s U.S. market losses.
· Investing
- Microsoft Sees Composable Memory as a Future Direction for AI
The remarks do not announce a new Azure product or deployment. Microsoft has separately described memory as a constraint on AI inference performance.
· Technology
- Dell Says One 3U PowerEdge Server Can Replace Up to 13 Older Systems
The company says initial testing found up to 70% better performance between generations, but the figures depend on unspecified workloads and configurations.
· Technology
- Modal Raises $750 Million in Series D at $15.75 Billion Valuation
The AI infrastructure company recently surpassed $1 billion in annualized revenue, while usage has tripled since its previous funding round five months ago.
· Business
- AI Chip Financing Raises Questions About Private Credit Risk
A $35 billion chip-financing deal tied to Anthropic was larger than second-quarter direct lending to U.S. private equity-backed companies, while AI loan spreads barely exceeded those for other private loans.
· Technology
- CoreWeave Shares Fall 16% as Bond Yields Near 15%
Yields on two CoreWeave bonds rose to about 14.8% and 14.9% as investors sought more compensation for risk tied to AI-related debt.
· Investing
- Broadcom CEO Warns AI Spending May Outpace Business Returns
Hock Tan questioned whether companies can show that generative AI tools improve productivity enough to justify their costs. He also said access to capital may become a constraint as chip supply improves.
· Business
- Axe Compute and Peguin Shares Fall as AI Partnership Is Announced
Axe Compute was down about 7% to $8.99, while Peguin fell about 8% to $72.25 in Wednesday morning trading.
· Business
- Cisco And Nvidia Plan 12.8-Tbps Optical Module for AI Networks
The proposed USFP design uses 16 full-duplex lanes and targets four times the bandwidth density of pluggable optics using 200-gigabit-per-second lanes.
· Technology
- CoreWeave Seeks Insurance Capital to Finance AI Infrastructure
Co-founder Brannin McBee said investment-grade ratings for chip-backed loans or CoreWeave itself could open access to long-term funding from insurers.
· Business
- Cerebras CEO Feldman Urges Balanced View of AI Risks and Benefits
Andrew Feldman said AI leaders should discuss potential health benefits alongside misuse risks and support careful, reasonable regulation.
· Technology