TokenPost topic
AI infrastructure
75 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- 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
- IREN Shifts From Bitcoin Mining to AI Data Centers With Microsoft, NVIDIA Deals
IREN is pivoting from Bitcoin mining to AI cloud infrastructure through major deals with Microsoft and NVIDIA to build large-scale data center capacity.
· Business
- TikTok Says AI Race Shifts From Model Scale to Production Optimization
TikTok engineer Kanchan Sarkar said at Metacon 2026 that real-world AI success depends on optimization, cost, and scalability rather than model size alone.
· Technology
- IREN Gains Attention as $9.7 Billion Microsoft Deal Fuels AI Pivot
IREN is shifting from Bitcoin mining to AI infrastructure, backed by a $9.7 billion Microsoft deal and Nvidia partnership, driving investor attention and valuation debate.
· Business
- IREN Rallies as AI Pivot Drives $4.4 Billion ARR Outlook Beyond Bitcoin Mining
IREN’s stock surge is driven by its shift from Bitcoin mining to AI infrastructure, backed by Nvidia-linked contracts and a $4.4 billion ARR target.
· Business
- IREN Rally Extends as $3.4 Billion NVIDIA Deal Fuels AI Pivot
IREN shares rise as a $3.4 billion NVIDIA agreement and rapid AI revenue growth drive its shift from Bitcoin mining to AI infrastructure.
· Business
- IREN Stock Gains as Bitcoin Miner Pivot to AI Infrastructure Draws Nvidia, Microsoft Deals
IREN shares rose as the former Bitcoin miner accelerates its shift to AI infrastructure, backed by major deals with Microsoft and Nvidia.
· Business
- IREN Shifts From Bitcoin Mining to AI Data Centers With $3.65 Billion Microsoft Deal
IREN is pivoting from Bitcoin mining to AI data center infrastructure, backed by a $3.65 billion Microsoft deal driving investor optimism and revaluation of its business model.
· Business
- IREN Secures $3.65 Billion GPU Financing, Accelerates Shift From Bitcoin Mining to AI Infrastructure
IREN shares rose after securing a $3.65 billion Microsoft-linked GPU financing deal as the firm accelerates its pivot from Bitcoin mining to AI infrastructure.
· Business
- Naver Shares Gain Focus as Nvidia AI Data Center Push Drives Re-Rating Outlook
Naver’s valuation outlook improves as DS Investment raises its price target following a major AI data center partnership with Nvidia and clearer revenue visibility.
· Business
- IREN Secures $3 Billion, Acquires Awaken to Accelerate AI Pivot
IREN acquired Awaken and raised $3 billion in convertible notes to accelerate its shift from Bitcoin mining to AI infrastructure and global expansion.
· Business
- Akash Activates Burn-Mint Model to Link Compute Demand With AKT Value
Akash implemented a Burn-Mint Equilibrium model tying compute usage to AKT buy-and-burn dynamics, aiming to align token value with real network demand.
· Technology
- IREN Raises $3 Billion via Convertible Notes to Expand AI Data Center Push
IREN secured $3 billion through convertible notes to fund AI data centers and GPU cloud expansion tied to its Nvidia partnership.
· Business
- IREN Plans $2.3 Billion Convertible Notes Offering, Shares Slide Despite NVIDIA Deal
IREN announced plans to raise up to $2.3 billion via convertible notes, sending shares lower despite a recent $3.4 billion AI cloud deal with NVIDIA.
· Business
- IREN Powers 1.4 Gigawatt Texas Data Center, Accelerating AI Infrastructure Push
IREN energized its 1.4-gigawatt Sweetwater 1 data center in Texas, advancing its shift from Bitcoin mining to AI-focused infrastructure and cloud services.
· Business
- IREN Delivers 1.4 Gigawatts to Texas Data Center, Advancing AI Infrastructure Push
IREN has begun delivering 1.4 gigawatts of power to its Sweetwater 1 site in Texas, strengthening its position in scaling AI-focused data center infrastructure.
· Business
- IREN Gains Institutional Interest as It Pivots From Bitcoin Mining to AI Infrastructure
IREN is attracting institutional investors including Discovery Capital as it shifts from crypto mining to AI infrastructure backed by long-term deals like Microsoft’s $9.7 billion contract.
· Business
- IREN Stock Falls After Earnings Miss as Bitcoin Miner Shifts to AI Data Centers
IREN shares dropped after a sharp earnings miss as the company accelerates its transition from Bitcoin mining to AI data center infrastructure.
· Business
- IREN Stock Gains as $970 Million Microsoft AI Deal Signals Shift Beyond Bitcoin Mining
IREN draws investor attention after securing a $970 million Microsoft deal and expanding AI data center capacity to diversify beyond Bitcoin mining.
· Business