TokenPost topic
AI infrastructure
617 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- AMD EPYC 9006 SP7 Platforms Begin Shipping Through OEM Partners
The processors support up to 256 cores per socket. Oracle Cloud Infrastructure plans Compute E7 instances, while Microsoft Azure is incorporating the processors into its advanced AI model development infrastructure.
· Technology
- CoreWeave Ties More Than 75% of Committed Capex Through 2027 to Clients
The company associates that share with investment-grade and enterprise customers. Its 2026 capital-spending guidance is $37 billion to $39 billion.
· Business
- Stripe Completes OpenRouter Acquisition to Expand Its AI Infrastructure Business
OpenRouter says more than 10 million developers and businesses use its service. The companies plan joint work on new business models and token routing and usage.
· Business
- Apple’s Capital Spending Is Flat on an Index Tied to Early 2023
Spending by peers on artificial intelligence infrastructure increased over the period, but the comparison provides no company-level figures.
· Business
- CoreWeave Shares Climb 21% as Semiconductor Index Gains 5%
Micron rose 11%, while Marvell, Arm, Intel and Nvidia also advanced during Wednesday’s session.
· Investing
- CoreWeave’s Q3 Preview Focused on Its $12.4 Billion Revenue Forecast
Pre-report forecasts put quarterly revenue at $3.54 billion and the per-share loss at $1.54. CoreWeave also expected active power capacity to exceed 1.85 gigawatts by year-end.
· Business
- Sanmina Shares Rise After Earnings Beat and Strong Fiscal 2027 Outlook
AI and cloud systems revenue increased 179% to $2.37 billion in the quarter, while Sanmina’s fiscal 2027 profit and revenue ranges topped analyst estimates.
· Business
- Marble Announces Launch Alongside $11 Million Polychain-Led Seed Round
The company has two business lines: institutional credit for AI infrastructure and a trading platform covering four market categories.
· Business
- Anthropic Says It Won’t Terminate $41.3 Billion Lambda Deal After Texas Lease Miss
Lambda missed the deadline tied to a $34.9 billion GPU-services portion of the agreement, which gave either party a termination option. The deal is designed to provide about 350 megawatts of Nvidia GPU capacity in Texas.
· Business
- SoftBank CFO Says Musk’s Turbine Default Claim Is Incorrect
Yoshimitsu Goto said SoftBank’s AI infrastructure construction remains on schedule. Musk made the allegation in a Nov. 6 post on X.
· Business
- David Solomon Says AI Infrastructure Investment Demand Remains Strong
Solomon made the remarks at Goldman Sachs’ 25th Annual Alternative Summit on Nov. 9 as markets recalibrated.
· People
- CoreWeave Shares Rise 16.5% in U.S. Premarket After Revenue Beat
The company’s third-quarter revenue exceeded expectations, putting AI infrastructure stocks in focus.
· Investing
- CoreWeave Shares Rise 8% After It Raises 2026 Revenue Outlook
Third-quarter revenue grew 168% year over year, and backlog reached a record $132.5 billion as debt and cash outflows remained substantial.
· Business
- China AI Campus Delivers 120 MW in Under a Year, Targets 800 MW
A roughly 200 MW first phase was delivered in late October. The campus aims to supply more than 60% of power for its first two phases from its own wind farms.
· Technology
- NBIS and GLW Contracts Rise in AI Infrastructure Stock Snapshot
NBIS gained 11.3% and GLW added 10% over 24 hours; both prices were listed in USDT.
· Investing
- Fireworks Says Hackers Accessed Customer Data and Unfinished AI Models
The AI infrastructure company linked the activity to LLMjacking and is investigating with Unit 42.
· Technology
- MARA Sold 15,133 Bitcoin for $1.1 Billion to Repurchase Debt
The sales funded most of a $1 billion face-value note repurchase; MARA separately outlined plans to expand into AI and high-performance computing.
· Business
- SoftBank Group, Grab and PETROS Target at Least 5 GW of Malaysia AI Capacity
The companies propose $1.85 billion in initial capital for projects in Sarawak and Peninsular Malaysia. Final investment terms remain outstanding.
· Business
- Forrester Model Shows AI Capacity Outpacing Demand Absorption
The nine-company financial-health basket scored 82.3 out of 100 in the second quarter of 2026, above a green-range threshold of about 73.
· Technology
- Google Makes Pathways on Google Kubernetes Engine Generally Available
A single JAX client can coordinate AI workloads across hundreds to thousands of Google TPU chips.
· Technology
- Google Adds TPU 8i Max System With Double the Compute of TPU 8i
The system pairs two existing TPU 8i chips. Google also introduced a configuration designed to protect sensitive data during AI processing.
· Technology
- Goldman Sachs Reaffirms Nvidia Buy Rating and $300 Price Target
Nvidia shares fell about 9% on Nov. 5 in a broader semiconductor selloff amid concerns about regulation, borrowing costs and cloud spending.
· Investing
- UBS CEO Says U.S. Midterm Results May Slow AI Investment
Sergio Ermotti described the recent pullback in AI stocks as a correction after expectations climbed too high and urged clients not to overweight short-term political issues.
· Investing
- NVentures Joined Point2’s $76 Million Round for AI Data Center Links
The Series B closed in April 2026 and grew to $136 million after follow-on investments by August.
· Business
- CoreWeave Faces a $640 Million Quarterly Net Interest Bill
Its roughly $104 billion backlog reflects multiyear contracted work, not cash already collected.
· Business
- AMD Shares Rise 13% as Google Cloud Taps EPYC for TPU 8tx
Fifth-generation EPYC processors provide host infrastructure for Google’s TPU 8tx, which is designed for confidential inference and small-scale training.
· Business
- Analysts Debate How AI Memory Agreements Would Handle Demand Shifts
Citrini researcher Jukan and semiconductor analyst Damnang disagree over whether co-designed memory limits customer flexibility. Earlier onsemi and Microchip cases involved contract adjustments outside HBM.
· Business
- Anthropic Deal Covers 1.7 GW of Caterpillar Generator Capacity
The late September transaction is valued at about $3.4 billion and includes engineering and construction resources for data center power projects.
· Business
- South Korean Minister Says Contracted Nvidia GPU Supply Is Unaffected
The Nov. 9 assurance covers GPUs already under contract as South Korea expands AI data center capacity tied to Nvidia hardware.
· Technology
- NVIDIA Shares Fall 5.66%; Companies Announce South Korean AI Agreement
The MOU adds Rebellions' Rebel R200 processors to a planned GPU-NPU system, with deployment expected in 2028.
· Business
- Bernstein Analyst Puts OpenAI Compute Spending at $614 Billion by 2030
The estimate assumes all identified agreements proceed as planned; annual spending is projected to peak at $184 billion in 2031.
· Business
- Serenity Says Funding and Potential Approval Limits Could Favor Neocloud Incumbents
IREN re-contracted older H100 GPUs at twice their previous price. A five-year agreement includes a prepayment that can cover 90% of GPU capital spending.
· Business
- CoreWeave Seeks Texas Data Center Cooperation With Gov.-Elect Hinojosa
The company wants to complete permitted projects responsibly and help establish clear, stable standards for future development.
· Business
- Groq Executive Chairman Seeks $8 Billion Valuation in Series B Pitch
The proposed pre-money valuation is about 2.5 times the comparable value from Groq’s August funding round.
· Business
- Four Big Tech Firms’ Q3 Spending Exceeds Cash Flow by $26.4 Billion
The companies had a $61.7 billion cash flow surplus a year earlier. More than 90% of Nvidia’s revenue comes from data centers.
· Business
- Microsoft’s Capital Spending Ran $5 billion Below Plan After Data Center Delay
The shortfall followed a delay at Iren’s Childress, Texas, site, while Super Micro Computer reported $19.95 billion in fiscal first-quarter revenue and lifted its fiscal 2027 outlook.
· Business
- Goldman Sachs Forecasts $125 Billion in U.S. Data Center Construction Spending for 2028
The bank raised its 2026 and 2027 estimates and cited about 86 gigawatts of projects under construction, plus a $900 billion pipeline it considers highly likely to proceed.
· Business
- Oracle Shares Fall 4% as Microsoft Winds Down AI Compute Deal
Microsoft used the rented capacity less in recent months and decided not to renew the 2023 agreement, whose value was not disclosed.
· Business
- Google Takes Over Crusoe’s Unfinished Wyoming Data Center Project
Crusoe confirmed the sale on Nov. 6. Google plans a $17 billion campus investment, and the sale price was not disclosed.
· Technology
- Microsoft Winds Down Oracle AI Deal After Earlier Commitments Exceed $80 Billion
The 2023 arrangement supplied computing power for Bing’s AI search. Oracle said demand for its AI infrastructure remains strong.
· Business