TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- Big Tech Debt Issuance Tops $170 Billion as Credit Spreads Stay Tight
The four largest technology companies surpassed their full-year 2025 issuance by June 17, while credit volatility remained near record lows.
· Investing
- Blackstone Joins $2 Billion Firmus Equity Round After Debt Deal
The investment follows a $10 billion debt-financing facility for Firmus, whose latest round lifted its valuation above $10.5 billion.
· Business
- AssemblyAI Launches Voice Benchmark to Cut LLM Workload Costs
Voice Standard Bench compares more than 50 models across quality, response time and price for transcript-processing tasks ranging from 30 seconds to 60 minutes.
· Technology
- Zuckerberg Says Meta Was Ready to Commit Up to $200 Billion to AI
The proposed commitment came before Meta knew whether its AI models would succeed. The company separately forecasts $130 billion to $145 billion in 2026 capital expenditures.
· Technology
- AMD Unveils Helion Rack Design for Agentic AI Workloads
The open architecture supports up to 32,768 CPU cores, 16 Instinct MI350P GPUs and 102 terabits per second of networking bandwidth.
· Technology
- Prime Intellect to Acquire Moondream to Accelerate AI Inference
The deal would add Moondream’s open-source vision models and inference software to Prime Intellect’s infrastructure stack. Financial terms and the closing date were not disclosed.
· Business
- AMD Positions Programmable AI NICs for Multiple Ethernet Transports
The Pensando Pollara 400 supports up to 400 Gbps, while the Vulcano 800 reaches up to 800 Gbps of Ethernet connectivity.
· Technology
- Nvidia Details European AI Infrastructure Expansion Across Four Countries
The company is deploying Blackwell computing capacity through government, technology and cloud partnerships, while individual investment amounts remain undisclosed.
· Technology
- Micron Shares Fall as China Memory Competition and AI Spending Concerns Weigh on Chip Stocks
Micron shares fell 4.5% Tuesday, extending a four-session decline as semiconductor stocks weakened and investors focused on CXMT, AI demand and labor uncertainty.
· Investing
- AI Startups Draw $102 Billion in Q3 as Valuation Risks Rise
The funding surge has intensified scrutiny of private AI valuations, including expectations for Anthropic, as infrastructure spending continues to expand.
· Business
- NVIDIA, Princeton Lab Introduce ReplaySSM for Faster AI Decoding
The method accelerated full decode steps by up to 1.47× and reached 2.10× speculative-serving throughput under specified test conditions.
· Technology
- U.S. Builds Foundational AI Systems as Europe Puts Them to Work
The two regions are taking different roles in the artificial intelligence economy, with the U.S. constructing core systems and Europe applying them.
· Technology
- Nvidia, Cisco Introduce 12.8-Tb/s Module as U.S. Futures Diverge
The USFP module supports 400 Gb/s electrical signaling per channel, while oil prices fell and European markets traded mixed.
· Technology
- Citi Upgrades Galaxy Digital to Buy, Lifts Price Target to $28
The bank cited recovering cryptocurrency prices, Galaxy’s AI data center business and potential progress on U.S. crypto regulation.
· Investing
- Brookfield Targets Up to $100 Billion as AI Infrastructure Investment Expected to Exceed $7 Trillion
CEO Connor Teskey described AI infrastructure as Brookfield’s biggest theme, spanning data centers, power generation, compute capacity, grids and fiber networks.
· Business
- AI Infrastructure Investment Expected to Exceed $750 Billion in 2026
Major technology firms are increasing capital allocation as optimism about artificial intelligence remains strong, while investors assess whether near-term returns will match spending.
· Technology
- Alphabet Executive Says AI’s Benefits Depend on Managing Its Risks
Ruth Porat outlined continued AI infrastructure spending while emphasizing responsible use, energy demand and labor transition concerns.
· Business
- Morgan Stanley Warns Storage Stocks Face Cycle-Top Valuation Risk
Samsung and SK Hynix trade at roughly three to four times forward earnings, but supply growth and changing AI infrastructure spending could pressure future returns.
· Investing
- Anthropic Signs First Australian Data-Center Lease in Queensland
The Western Downs Digital Park is planned with four buildings and about 1.44 gigawatts of combined IT capacity, subject to regulatory approvals.
· Technology
- TSMC Reports 54.6% Revenue Growth Amid $1 Trillion AI Investment Forecast
Taiwan Semiconductor Manufacturing Co. posted NT$511.86 billion in September revenue, while U.S. hyperscaler capital spending is estimated at about $800 billion in 2026.
· Investing
- Alphabet Signals More AI Spending After $80.6 Billion First-Half Outlay
President and Chief Investment Officer Ruth Porat said Alphabet expects capital expenditures to increase significantly in 2027 after spending $80.6 billion in the first half of 2026.
· Business
- USDsui Circulation Reaches $80 Million as Sui Expands Ecosystem
The stablecoin’s supply rose 8.02% over 30 days, but the milestone does not establish broader user adoption or payment activity.
· Investing
- Dell, Intel Executives Describe Rising Enterprise AI Costs as Agents Scale
Some enterprises are considering open-weight models and on-premises infrastructure alongside cloud frontier models as agentic workloads consume token capacity faster.
· Technology
- Nvidia Brings Meta and Google Into New AI Networking Push
Meta is adopting Nvidia’s 102.4-terabit Spectrum-6 switches, while Google plans Falcon support for future ConnectX-10 SuperNICs and BlueField DPUs.
· Technology
- Intel Shares Trade Near $101 as Foundry Losses Test Turnaround
The stock fell more than 3% Monday after a September rally, while Intel’s foundry revenue rose 31% despite a $2.1 billion operating loss.
· Investing
- Nvidia Shares Fall Toward $225 After $243.37 October Peak
Microsoft’s Maia 300 targets 40% higher token output per megawatt than leading GPU systems, adding to scrutiny of AI infrastructure spending.
· Investing
- Intel Outlines Crescent Island GPU for AI Inference; Sampling Expected in 2H 2026
The 350-watt, air-cooled PCIe card uses Xe3P architecture and includes 32 Xe cores, 256 XMX engines and 160 GB of LPDDR5X memory.
· Technology
- Marvell Unveils Structera X CXL Expanders With Up to 9TB Capacity
The second-generation Structera X 3406 and 3506 support CXL 3.2, four-host connections and customer sampling in the first quarter of 2027.
· Technology
- Dell Expands AI Partner Network for Silicon Valley’s Build-First Buyers
The company is emphasizing infrastructure and faster deployment as customers assemble AI systems themselves. More than 5,000 customers are deploying Dell AI Factory with NVIDIA.
· Technology
- Expeditors Posts 32% Revenue Growth as AI Demand Supports Airfreight
Second-quarter earnings per share rose 51% to $2.03, while the logistics company authorized up to $3 billion in additional share repurchases.
· Business
- Cisco Showcases 102.4-Tbps Silicon for AI Networks at OCP Summit
The company is presenting networking silicon, optics and liquid-cooled systems for AI infrastructure at the Oct. 12–15 event in San Jose.
· Technology
- NVIDIA Brings Modular AI-Factory Systems to OCP Summit
Vera Rubin combines five purpose-built racks, while MGX supports hundreds of configurations for AI computing, networking, storage, power and cooling.
· Technology
- Nvidia Scenario Puts $10 Trillion Market Cap Milestone in Late 2030
The stated range is 2029 to 2032. The calculation assumes sustained AI-infrastructure demand, earnings growth and no material change in Nvidia’s share count.
· Investing
- Microsoft Unveils Maia 300 to Cut Reliance on Nvidia GPUs
The chip is scheduled for production in 2027, with Microsoft planning multigigawatt Maia clusters for internal AI workloads.
· Technology
- Oil Prices Rise as U.S. Stock Futures Diverge in Monday Trading
WTI crude gained 1.78% to $93.483 a barrel, while Nasdaq 100 futures fell 0.26%. Major European indexes advanced.
· Investing
- IREN Signs Multiyear AI Cloud Services Deal With Anthropic
The agreement will provide Anthropic with large-scale GPU computing capacity from the Bitcoin miner-turned-data-center operator.
· Technology
- SWI Group Raises $895 Million to Convert Bitcoin Mines for AI
The company plans to repurpose some high-performance Bitcoin mining facilities as AI computing infrastructure after securing €800 million in financing.
· Business
- Intel, Broadcom CEOs Identify Capital Access as AI Bottleneck
Hock Tan and Lip-Bu Tan said financing costs and pressure to prove returns could constrain AI infrastructure expansion even as demand remains strong.
· Technology
- Tencent Weighs International Note Offering as AI Spending Rises
A filing confirms the proposed offering but does not specify its size or use of proceeds as the company expands artificial-intelligence infrastructure.
· Business
- ASBIS Posts 76% H1 Revenue Growth as Server Sales Surge
ASBISc Enterprises Plc reported $2.9652 billion in first-half revenue, while server and server-block sales rose 264.3% year over year.
· Business