TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- 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
- SpaceX Orders 6,000 Racks for Space Data Center, Plans 1-GW Deployment
The racks are dedicated to the space data center, while the 1-gigawatt deployment remains a plan.
· Technology
- DeepSeek V4.1 Flash Logs 848 Tokens per Second per Agent on GB300 NVL72
A reading about a month earlier was 596 tokens per second per agent on the same rack. The figure measures one session’s output pace, not total system throughput.
· Technology
- SpaceX CFO Forecasts First-Quarter 2027 Revenue of $33 Billion to $37 Billion
Third-quarter revenue rose 161% year over year to $14.575 billion, with Super Intelligence generating $7.560 billion.
· Business
- PyTorch 2.15 Adds Flight Recorder for GPU Training Hangs
The update also makes a redesigned NCCL backend standard for NCCL process groups and adds faster cluster reconfiguration features with specific library requirements.
· Technology
- OpenAI Calls AI Data Centers ‘Compute Campuses’ and Sets Local Commitments
The compact applies to future sites the company owns and operates, with annual independent noise studies and public reporting on local impacts.
· Technology
- OpenAI CFO Says Data Center Spending Will Continue After Midterms
Voters approved restrictions or rejected expansion-friendly proposals in all but one of 41 local measures across 10 states, while Friar said the results did not dramatically change OpenAI’s plans.
· Technology
- TTS Cost Comparison Shows Per-Minute Rates and Monthly Commitments
At an assumed 600 characters per minute, listed rates span $0.009 to $0.03, while time to first audio ranges from 90 to 395 milliseconds.
· Technology
- Bitdeer Weighs Further Malaysia Investment in AI Infrastructure
Malaysian Prime Minister 拿督斯里安华 met Bitdeer founder, chairman and CEO 吴忌寒 and his delegation. Bitdeer continues to study the proposal.
· Technology
- U.S. Stock Futures Rebound as Strategists See Rotation and Volatility Persist
The Nov. 6 bounce followed a steep selloff after Democrats won control of Congress. Strategists also questioned whether AI infrastructure spending can deliver the earnings and cash flow investors expected.
· Investing
- Applied Optoelectronics Says U.S. Expansion Will Take Longer
A multi-year agreement with a leading cloud data center customer improves longer-term business visibility. Data center revenue reached about $156 million in the third quarter of 2026.
· Business
- Democrats Take Congress but Fall Short of Overriding Trump Vetoes
Democrats led Republicans 54–44 in the Senate and 253–155 in the House. Bitcoin (BTC) fell 5.5% Thursday to $76,036.
· Regulation
- Equinix Says Smaller Data Centers May Be Less Exposed to U.S. Restrictions
Its facilities typically range from 30 to 60 megawatts, below the roughly 100-megawatt threshold U.S. proposals target. Third-quarter annualized gross bookings rose 35%.
· Regulation
- Nvidia Completes $1 Billion Investment in Naver for 4.13% Stake
Naver raised the funds through a private placement of more than 6.5 million shares as it prepares a GPU infrastructure project in Sejong.
· Business
- Tech Stock Rout and VIX Spike Raise Bitcoin Selling Risk
The Nasdaq-100 fell 6.36% to 26,630, while the VIX climbed from 16.6 to 28.2 on Nov. 6.
· Investing
- Palomino Lands First Hyperscaler Order for AI MicroLED Chips
Palomino expects design work to improve output power and fiber-coupling efficiency; the customer and order terms were not disclosed.
· Business
- Microsoft Reviews Some Neocloud Deals as IREN Project Schedule Shifts
IREN’s Texas campus could still finish weeks or months late. Nebius was fined $1 million for operating generators without a permit in New Jersey.
· Business
- Anonymous Seller Opens Bidding on About $500 Million in Data Center Loans
The package includes more than 10 loans and a $25 million portion tied to New Mexico's Stargate project.
· Business
- OpenAI Urges Rules on AI Campus Power Costs and Public Reporting
Its policy blueprint also calls for limits on developers’ requests for nondisclosure agreements and public, recoverable tax-incentive terms.
· Regulation
- IREN Moves $4 Billion Microsoft-Linked Revenue Target Into 2027
The Texas project’s revised target follows a customer-requested design change and supplier timing, with a possible extension through February.
· Technology
- Nasdaq Slides 5.52% as Nvidia and AMD Drive a Broad Tech Rout
The Magnificent Seven lost about $1.04 trillion in market value as AI infrastructure, memory and networking stocks also fell.
· Investing
- IREN AI Cloud Revenue Jumps 182% as Bitcoin Mining Falls to $28M
Total revenue rose 66% to $228 million, and AI cloud carried an 86% gross margin.
· Business
- OpenAI’s Campus Compact Covers Power Costs but Leaves Enforcement Unclear
The compact promises annual public updates and financial assurances before major spending, but does not name an independent verifier or a process to compel remedies.
· Technology
- AWS Records $7.6 Billion Free Cash Flow Deficit During AI Expansion
The cloud unit’s latest quarterly result was its first negative free cash flow since 2023. AWS also has a multiyear GPU expansion plan.
· Business
- Anthropic Details $895 Billion in Infrastructure Commitments
About $447.5 billion is expected before Dec. 31, 2030, with substantially all of the remainder expected between 2031 and 2045.
· Business
- NVIDIA Details Three-Stage Workflow for Kubernetes GPU Clusters
The DSX OS tools cover cluster setup, readiness checks and node monitoring. Automated quarantine and revalidation require configuration.
· Technology
- Nvidia Says Vera Rubin Reaches Up to 30 Times GB300’s Cost-Adjusted Inference Throughput
Vera Rubin NVL72’s per-GPU high-bandwidth memory (HBM) capacity is about 3% higher than GB300 NVL72’s. GB300 NVL72 reached up to 10 times H200’s cost-adjusted inference throughput on specific workloads.
· Technology
- Dropbox Agrees to Buy Tigris Data for $350 Million to Expand Its AI Cloud
The deal is expected to close in the fourth quarter of 2026. Tigris storage will support DBX Agent Cloud, starting with standalone storage compatible with Amazon S3 tools.
· Business
- Ryde Signs MOU to Explore AI Platform With Up to US$278 Million Preliminary Estimate
Dimension AI’s preliminary figure covers setup capital over the platform’s first three years. The MOU does not require either company to fund or build it.
· Business
- FERC Approves MARA’s Long Ridge Deal, Adding 505 MW of Power
The purchase includes more than 1,600 acres and is expected to close within weeks, increasing MARA’s owned generation capacity by more than 300%.
· Business
- BMO Starts Astera Labs Coverage With Outperform Rating, $375 Target
The AI networking company’s shares fell nearly 30% over three months as semiconductor stocks retreated and concerns about the AI trade grew.
· Investing
- Riot Signs 15-Year Anthropic Lease Valued at $28 Billion
The first 400 megawatts are scheduled to begin generating rent in June 2027. A financing shortfall could trigger repayment at 12% annual interest.
· Business
- Meta Completes $15 Billion Bond Sale as 2026 Spending Plan Tops $135 Billion
The five note tranches mature from 2031 to 2056 and carry coupons from 5.85% to 7.50%. Meta expects about $28.7 billion from its expanded forward share sale when shares are delivered.
· Business
- Post-Election Nasdaq Rout Raises Risk of Forced Selling Across Markets
The Nasdaq 100 fell 6.4% Thursday, its steepest one-day decline since 2020, erasing about $2.3 trillion in market value.
· Investing
- IREN Jumps 17.86% as Premarket Gains Spread Across Tech Stocks
Neocloud, storage, optical communications and semiconductor shares all advanced in Friday’s U.S. premarket session.
· Investing
- South Korea’s KOSPI and KOSDAQ Trigger Stabilization Measures
At 1:25 a.m. ET, KOSPI was down 5.5% and KOSDAQ had fallen 5.11% as worries over data-center policy weighed on AI-related shares.
· Investing
- Goldman Sachs Puts Big Tech’s Off-Balance-Sheet AI Commitments at $3.2 Trillion
The estimate includes about $1.3 trillion in leases that have not started and $1.9 trillion in purchase commitments, including $685 billion due by Dec. 31, 2027.
· Business
- Microsoft Stock Hits Record $559.15 on AI Infrastructure Bets
The 7% rise was Microsoft’s biggest one-day gain since late July. Democrats also won both congressional chambers and governors’ races in Texas, Ohio and Georgia.
· Investing
- Tech Selloff Wipes $185 Billion From Fortunes, Knocks Huang Out of Top 10
Nvidia CEO Jensen Huang lost $15.1 billion and fell to No. 13 in the global wealth ranking as Nvidia shares slid 9.3%.
· Investing
- IREN’s Texas Horizon 4 Site Lacks Backup Generators and Cooling Equipment
A separate Nebius project in New Jersey, planned for about 140 megawatts, may be delayed until 2027.
· Technology