TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- 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
- U.S. Communications-Equipment Orders Jump 43.6% Year Over Year
Preliminary July orders reached $4.891 billion, while industry and company results pointed to demand for networking equipment used in cloud and AI infrastructure.
· Technology
- Amazon, Alphabet, Microsoft, Oracle and Meta Project $800B AI Spend
The five companies are projected to spend a combined $800 billion on AI infrastructure in 2026. Hyperscale cloud service providers would need about $300 billion in annual AI revenue to reach break-even.
· Technology
- Venice Token Climbs About 3,650% From December Low to Record High
VVV reached $34.51 on Sept. 21, while its daily close stood at $31.98 and its market capitalization reached $1.409 billion.
· Investing
- Akamai Signs Seven-Year, $11.6 Billion AI Deal With Anthropic
The agreement expands a previous $1.8 billion cloud-services contract and marks Akamai’s largest deal to date.
· Technology
- Luxor Expands Bitcoin Mining Operations Into AI Infrastructure
The company is extending its energy, hardware, software and computing-power trading operations into artificial intelligence infrastructure.
· Technology
- Nscale Files for NYSE IPO With $3.1 Billion Financing Agreements
The AI infrastructure company reported $140.6 million in first-half revenue and a net loss of approximately $1.02 billion.
· Business
- Crusoe’s Inference ARR Tops $100 Million as Firmus Plans $5 Billion IPO
A $65 million annual agreement accounts for about 60% of Crusoe’s inference contract ARR, while Firmus expects a $77 million fiscal first-half loss.
· Business
- Nscale Filing Shows One Customer Drove 73% of 2025 Revenue
The customer generated $24.1 million of Nscale’s $33 million in 2025 revenue. A financing agreement links the contract to Singapore-based Spring (SG) Pte. Ltd. and 2,304 Nvidia GPUs in Norway.
· Business
- ByteDance Subsidiary Gains Access to 2,304 Nvidia B200 GPUs
Spring used Nscale’s Norway data center for GPU computing capacity, contributing about $24 million to Nscale’s 2025 revenue of roughly $33 million.
· Technology
- Intel Shares Gain 37.5% in a Month as AI Revenue Fuels Growth
Intel posted $16.1 billion in second-quarter revenue, while Data Center and AI revenue rose 59% year over year. The company forecast third-quarter revenue of $15.8 billion to $16.8 billion.
· Business
- Nvidia Lists Tesla and Vertiv as Qualified AI-Factory Infrastructure Providers
The DSX Ready program covers battery energy storage systems and cooling distribution units, while qualification does not replace site-level engineering.
· Technology
- Supermicro Introduces Blueprint for Eight-Rack NVIDIA Vera Rubin System
The proposed design includes up to 1,152 Rubin GPUs, 576 Vera CPUs and 3.2 megawatts of power, with availability expected in the fourth quarter of 2026.
· Technology
- IREN Stock Jumps as $2.8 Billion AI Deals Drive Revenue Outlook Boost
IREN shares surged after securing $2.8 billion in AI contracts and raising its 2026 revenue target while accelerating its shift from Bitcoin mining to AI cloud infrastructure.
· Business
- SemiAnalysis Founder Explores $400 Million AI Infrastructure Fund Amid Chip Demand Surge
Dylan Patel is reportedly raising a $400 million AI infrastructure fund, highlighting growing investor focus on chips and data centers with indirect implications for crypto-related compute demand.
· Business
- IREN Secures 85% of AI Cloud ARR as Compute Demand Outpaces Capacity
IREN has locked in 85% of its targeted AI cloud annual recurring revenue amid strong demand for compute capacity, supported by $3.65 billion in GPU financing and a Microsoft-backed agreement.
· Business
- Naver, SK Telecom Push Gigawatt-Scale AI Data Centers With Nvidia, Brookfield
Naver and SK Telecom are advancing gigawatt-scale AI data center projects with Nvidia and Brookfield, signaling Korea’s push to secure global AI infrastructure competitiveness.
· Business
- Iris Energy Shares Drop 38% as Bitcoin Miner Bets on AI Pivot
Iris Energy (IREN) shares fell sharply as the firm pivots from Bitcoin mining to AI data centers, with investors weighing execution risks against long-term AI demand.
· Business