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AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- Tesla and SpaceX Lose More Than $420 Billion After Midterms
Tesla fell about 9% and SpaceX about 11% Thursday afternoon amid a broader technology selloff.
· Investing
- Goldman Sachs, Apollo Seek Investors for SpaceX’s $40 Billion Chip Financing
Some investors were asked to commit as much as $500 million before the formal syndication process begins.
· Business
- U.S. Voters Favored Data Center Limits in Multiple Midterm Measures
The results suggest possible wider scrutiny of AI infrastructure, while policy activity in Oklahoma and other states may show whether local support leads to changes.
· Regulation
- SharonAI Holdings Lost 52% of Its Market Value in October 2026
The Australian AI computing provider had $8.8 billion in contract value as of August, compared with about $1.93 million in second-quarter revenue.
· Investing
- Astera Labs Shares Fall 8% Despite Strong Fourth-Quarter Outlook
Quarterly results beat expectations, while Bank of America maintained a Neutral rating over valuation concerns.
· Business
- Riot Signs $28 Billion Corsicana Lease as Q3 Revenue Reaches $181.4 Million
The 15-year agreement covers 910 megawatts of data-center capacity and lifts Riot’s contracted data-center revenue to about $38 billion.
· Business
- Riot Sold 20,264 Bitcoin to Fund Data Center Buildout in 2026
Third-quarter revenue rose 1% to $181 million as data-center and engineering revenue offset weaker mining revenue. Riot also signed a 15-year lease for 910 megawatts at its Corsicana campus.
· Business
- AAOI Falls 7.35%; Serenity Says Laser Shortages Could Persist
Serenity said high-spec laser shortages might continue even if overall AI optical demand drops 20% to 30%.
· Investing
- Sunbury Voters Approve Ban That Complicates Amazon’s $2B Data Center Plan
The rule covers data centers using at least 25 megawatts of electricity and won support from 78% of voters. Amazon’s project was already paused under a city moratorium.
· Regulation
- AMD Expects Helios AI Rack Deployments to Rise in Fourth Quarter
Lenovo Group, HPE, Dell and Supermicro are expected to start delivering systems as production increases. Initial racks are running workloads for five named customers.
· Business
- Navitas Says AI Infrastructure Business Could More Than Triple in 2027
Navitas expects AI infrastructure to exceed 40% of revenue by year-end 2026 and forecasts fourth-quarter revenue of $16 million, plus or minus $500,000.
· Business
- CoreWeave Falls 9.53% as Midterm Results Weigh on Compute Stocks
Oracle, Nebius, IREN and Applied Digital also fell as election results renewed concern about data center approvals and power constraints.
· Investing
- Applied Compute Raises $350 Million at $3.25 Billion Valuation
The AI infrastructure startup reached a $100 million annualized revenue run rate less than 18 months after its founding.
· Business
- Anthropic Commits More Than $895 Billion to AI Infrastructure
The spending is aimed mainly at computing and infrastructure. Third-quarter revenue reached $16.8 billion, while growth eased to about 45%.
· Business
- Grok Bot Reached 800,000 Paid Weekly Users as Musk Cited High Costs
SpaceX President Gwynne Shotwell said businesses were the fastest-growing user group, while Musk said serving the agent cost too much relative to revenue.
· Technology
- Big Tech AI Spending Growth May Slow in 2028 as Cash Pressures Rise
GF Securities lowered its 2028 global AI accelerator spending forecast to $1.01 trillion. Four major U.S. technology companies have outlined $715 billion to $740 billion in combined 2026 capital spending.
· Business
- DigitalOcean Plans 75 Megawatts of New Capacity in 2027
Management expects equipment financing to fund most of its 2027 growth. New data centers and GPU capacity can weigh on gross margins before utilization ramps up.
· Business
- OpenAI Uses 'Compute Campuses' in Grid Program Without Announcing a Formal Rename
The Nov. 2 announcement names the Effingham County, Georgia, project as the program’s pilot and cites an existing agreement allowing up to 1,000 megawatts of demand response. It uses “data center” elsewhere without de…
· Technology
- BCG Model Assigns Companies $1.8 Trillion of 2030 AI Spending Need
The model puts the global annual requirement at $2.55 trillion, excluding China. It is an estimate of needed spending, not a forecast of what companies will spend.
· Technology
- Goldman Sachs Forecast Implies $8.5 Trillion in Potential Data Center Spending
The estimate applies $50 billion per gigawatt to 170 GW of projected additions from 2025 to 2030.
· Business
- Penguin Solutions Adds DDR5-12800 Modules for AI Data Centers
The two-rank design is intended to increase bandwidth over standard registered DIMMs; no measured performance comparison was provided.
· Technology
- Brookfield and Qatar Investment Authority Agree to Invest $3.4 Billion in UK Data Center
The project involves Drax Group, a UK power generator.
· Business
- Blackstone’s Jon Gray Calls for More Equity in AI Infrastructure
PIMCO CEO Emmanuel Roman cited a $10 trillion five-year spending estimate and $550 billion in AI debt issued so far in 2026 as he warned financing could become excessive.
· Business
- Oracle Prices $20 Billion Stock-and-Bond Offering With $116 Share Sale
Oracle may use proceeds for capital spending, debt repayment, investments, dividends or repurchases. It targets at least $225 billion in fiscal 2030 revenue.
· Business
- Taiwan Targets 2027 Development Start for New Park in Tainan Science Park System
The planned park would support preparations for a future wafer fab, but the council chairman did not name TSMC in the reported remarks.
· Technology
- Nvidia Says It Ships More Than 1,000 MGX Racks a Week
The modular systems are designed for power densities above 120 kilowatts per rack and can accommodate future Vera Rubin platforms.
· Technology
- NVIDIA Details Open-Source Attribution Tool for AI Workload Failures
The system links logs, telemetry and scheduler records to distinguish an initiating fault from errors that spread across distributed training jobs.
· Technology
- OpenAI Builds Pando Git Backend for Concurrent Monorepo Development
Pando lets writes to unrelated refs proceed independently and consolidates small packfiles into larger covers, which the system has used through L4.
· Technology
- AMD Ryzen AI Software 1.9 Adds Dynamic LoRA Switching for Selected Text Models
In an AMD example, Spider execution accuracy reached 63.0% and MedMCQA exact match reached 53.0%, with 200 examples used for each result.
· Technology
- Bank of America Says Slower AI Spending Could Extend Chip Earnings Cycle
The bank’s analysts argue that resilient demand could support chipmakers even as capacity growth slows. They cite $2.5 trillion in long-term contracted backlogs and rising cloud growth.
· Insights & Views
- Northland Raises Coherent, Applied Optoelectronics Ratings to Outperform
Northland kept price targets at $280 for Coherent and $120 for Applied Optoelectronics, citing recent share pullbacks and Marvell's agreement to acquire Lumentum.
· Insights & Views
- NVIDIA Workload Map Gives Kubernetes Tools a Shared AI Format
The open-source component includes 13 prebuilt workload definitions and lets developers describe additional types in YAML.
· Technology
- Musk Says Overwhelming Majority of Future Superintelligence Compute Will Be in Space
In a Nov. 2 social media statement, he said the projected share would round to 100%.
· Technology
- OpenRouter Processes About 194 Trillion Tokens in One Week
Its latest nine-week total exceeded the volume from the roughly three years and three months before it.
· Technology
- Amazon Forecasts $220 Billion in Capital Spending for 2026
The plan includes technology infrastructure and fulfillment capacity. Amazon Web Services sales rose 39% year over year in the third quarter.
· Business
- Brookfield Taps KB Kookmin to Arrange About $8 Billion GPU Loan
The financing will support AI computing infrastructure for NAVER, with the chips leased long term to NAVER Cloud.
· Business
- STT GDC Discusses $2.4 Billion Loan to Finance Its Assets
The proposed three-year syndicated facility would carry interest 165 basis points above the Singapore Overnight Rate Average (SORA) and include an extension option of up to two years.
· Business
- Morgan Stanley Forecast Puts U.S. Data Center Gap at 70 GW Before Mitigation
On-site generation and nuclear co-location would lower the projected net gap to about 33 GW. Bitcoin mining conversions are a secondary option.
· Technology
- Investors Turn to Derivatives as AI Spending Faces Scrutiny
Options and credit derivatives target exposure to AI stocks and infrastructure, while computing-linked contracts aim to hedge falling rental rates.
· Investing
- Nvidia Supplier Deals Target 2.5-Fold Substrate Capacity
Nvidia’s fiscal second-quarter 2027 revenue rose 106% to $96.2 billion. Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028.
· Business