TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- AI Growth Failed to Shield Alphabet and Intel From October Selloff
Google Cloud and Intel's data-center business grew quickly, while Alphabet's capital spending exceeded its operating cash flow and Intel's server sales relied heavily on higher-priced products.
· Business
- Brazil's REDATA Law Suspends Select Data Center Equipment Taxes
The law sets a five-year incentive term, but three tax suspensions run only through Dec. 31, 2026. Qualifying projects must meet domestic-service, energy, water and research requirements.
· Regulation
- Musk Sees SpaceX Orbital Compute Additions Exceeding Ground Compute by End of 2028
Shaun Maguire projects SpaceX revenue of $731 billion in fiscal 2028, while ground-computing capacity is projected to reach 21 gigawatts by the end of that year.
· Technology
- Steve Eisman Calls Anthropic’s IPO Filing Omission “Very Intentional”
Anthropic’s S-1 reports financial results through June and selected business metrics through September, but does not explain why full third-quarter statements are absent.
· Business
- OpenAI Cuts Latest Funding Goal by $10 Billion Amid Tech Selloff
The funding reduction comes as U.S. technology shares face pressure from concerns over AI infrastructure buildout.
· Business
- Vertiv Shares Rise 25% in Three Sessions After Anthropic IPO Filing
Vertiv's third-quarter sales rose 61% year over year as the data-center equipment maker raised its 2026 sales-guidance midpoint to $14.65 billion.
· Investing
- SK Group Chairman 崔泰元 Meets OpenAI CEO 奥尔特曼 on AI Cooperation
SK has an ongoing relationship with OpenAI, including its role as a key partner in Stargate, a large-scale AI infrastructure project.
· Business
- OpenAI CEO Meets About 50 Samsung Executives as Memory-Chip Supply Tightens
The Oct. 31 discussion covered AI’s potential effects on industries and business decisions over the next decade.
· Business
- S&P Changes Meta’s Credit Outlook to Negative on Capital Spending
S&P expects Meta to rely solely on debt financing in 2028 to cover a projected free operating cash flow shortfall.
· Business
- 川湖科技 Plans NT$10 Billion Bond Sale for Factory Expansion
The five-year, zero-coupon offerings would support a planned NT$10.5 billion share subscription in 川益科技 for its third and fifth factories.
· Business
- NVIDIA AICR Guide Pins Dynamo Deployment to Versions and Cluster Setup
An EKS example pairs H100 GPUs and Ubuntu nodes with AICR v1.1.2 and Dynamo Platform Helm chart 1.4.2. Dynamo has two documented request-routing paths.
· Technology
- Howard Marks Warns Investors Against Reading AI Market Swings
The Oaktree Capital Management co-founder said AI is difficult to assess and identified power supply as a constraint on infrastructure expansion.
· Investing
- CoreWeave Shares Fall 10% Friday Amid Financing Concerns and Tech Weakness
The stock was down $6.14 at $54.60 during the session’s final half-hour.
· Investing
- SpaceX Says Unnamed Customer Generated 34.5% of Q3 Revenue
Anthropic has SpaceX computing agreements worth up to $120.5 billion, but the agreements are not explicitly linked to Customer B’s revenue.
· Business
- Workhorse Signs $10 Million TerraPod Development Agreement
The deal with UK-based RHAELM Holdings covers a full-scale manufacturing-specification unit for Workhorse’s modular data center platform.
· Business
- Anthropic Prospectus Lists At Least $417 Billion in Compute Obligations
It also describes up to $150 billion for additional capacity, but the figures do not establish a combined maximum.
· Business
- Microsoft Prices $25 Billion Bond Sale as Tech Borrowing for AI Grows
The 10-tranche offering is intended to support capital spending, share repurchases and general corporate needs.
· Business
- Nvidia Weighs Billions in Credit Guarantees for Nscale Data Center
Anthropic plans to use the Nscale-operated facility. Nvidia’s previously disclosed guarantees carry maximum gross exposure of $108.5 billion.
· Business
- Retired 9,600-GPU Nvidia Cluster Was Listed on eBay for $59.7 Million
The 300-rack system included 4,200 AMD EPYC processors and about 269,000 CPU cores. The listing ended Oct. 28 without disclosing whether it sold.
· Technology
- Ingram Micro Forecasts $17.5B-$17.9B Q4 Sales; GPU and AI Infrastructure Sales Top $1.8B
GPU and AI infrastructure sales rose nearly 160% year over year in Q3.
· Business
- Naver Sets Nov. 6 Payment Date for Nvidia's $1 Billion Investment
The share issuance is expected to give Nvidia about 4.54% of Naver and make it the company's third-largest shareholder.
· Business
- Intel Shares Fall 23% After Issuing Weaker Fourth-Quarter Guidance
Third-quarter revenue rose 21% to $16.51 billion and adjusted earnings reached 52 cents per share; fourth-quarter earnings guidance is 25 cents per share.
· Business
- Altman Repeats $20 Billion Goal for Five-Year AI Capacity Costs
Podcast host John Collison introduced $70 billion as a hypothetical comparison. Altman pointed to energy costs, supply and supply-chain margins as factors that would need to change.
· Technology
- Eclypsium Demonstration Shows AI Model Weights Can Change in Memory
A controlled test on an Nvidia GH200 used specific DMA settings to alter weights after ordinary checks had run, while the model file and signed artifacts on disk remained unchanged.
· Technology
- Oracle Shares Fall 2.86% in Thursday Trading After Investor Day Rally
A time-stamped Oracle quote followed a 10.73% gain a day earlier. Separately, Alphabet reported 103% Google Cloud growth and a $9.065 billion free-cash-flow deficit.
· Business
- Anthropic Filing Details Cancellation Terms for SpaceXAI Compute Deals
Initial noncancelable periods end in January and March 2027; either party may cancel afterward with 90 days’ written notice.
· Technology
- Bessent Says Neocloud Debt Concerns Are Not Problematic
He called neocloud providers a small part of the AI ecosystem. CoreWeave recorded $640 million in net interest expense in the second quarter.
· Business
- KR1 Starts Staking Bittensor's Native Token After Buying 5,000 TAO
KR1 estimates annualized infrastructure income equal to 6.6% of its deployed TAO’s current value, based on reward rates observed Oct. 28.
· Technology
- Aadil Ebrahim Says Datacenter Rhetoric May Ease After Midterms
Klay Group’s group head of equities said a softer political tone may make room for a relief rally in beaten-down supply-chain stocks.
· Insights & Views
- Delta Electronics Posts Second Straight Quarterly Revenue Record
Third-quarter revenue rose 31% to NT$197.1 billion. Nine-month earnings per share exceeded the prior year’s full-year figure.
· Business
- Alphabet Shares Fall 9.84% After Q3 Net Income Drops 25%
Google Cloud revenue rose 103% to $30.7 billion, while total revenue climbed 25% to $127.6 billion.
· Business
- GitHub Makes Copilot Fusion Generally Available
Copilot Fusion now spans all Copilot plans. GitHub separately added four million CPU cores, 160 petabytes of storage and 50 Tb/s of network capacity so far this year.
· Technology
- S4 Capital Cuts 2026 Net Revenue Outlook After Q3 Decline
The company kept its £85 million operational EBITDA target and raised its expected full-year margin increase to at least 160 basis points.
· Business
- Wolfe Research Reiterates Outperform Rating on SK hynix With $250 Target
The firm cited demand for high-bandwidth memory used in AI infrastructure and estimated free cash flow could fund repurchases equal to 28% of shares over two years.
· Investing
- Banks Eye Up to $21 Billion in Bonds for Anthropic Chip Financing
The proposed sale could cover up to about half of banks’ $42 billion loan exposure. Broadcom’s residual-value support applies to the senior portion of the deal.
· Business
- CoreWeave Brings Most of Its Planned Denmark Capacity Online
Its first Danish site anchors a planned network linking North America and Europe to seven locations across the Middle East and Asia Pacific, with a full loop targeted for mid-2027.
· Technology
- Y Combinator Seeks AI Infrastructure Startups for Winter 2027
Its 11 requests cover data-center equipment, GPU and robotics finance, specialized AI software and businesses tied to lower-cost space launches.
· Technology
- Fujifilm Plans ¥10 Billion Tape Expansion for AI Data Demand
The company aims to raise supply capacity to five times its fiscal 2025 level by fiscal 2028, with cartridges offering up to 100TB of compressed capacity.
· Technology
- Google TPUs Are Set to Join Oracle Cloud in 2027 Under New Deal
OCI will supply power, cooling and data-center networking, with capacity scheduled to ramp over multiple years.
· Technology
- Foxconn Subsidiary Becomes NVIDIA DSX Pod Global Partner
Foxconn’s initial share of NVIDIA’s Vera Rubin orders is expected at 40% to 45%. The potential NVL72 rack market is estimated at 96,000 units in 2027.
· Business