TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- BUZZ Alpha Cloud Signs $129 Million Loan for HIVE AI GPU Buildout
The three-year facility carries a fixed 9% annual rate and will help fund an approximately $165 million GPU systems and infrastructure purchase.
· Business
- OpenAI Builds Out AI Infrastructure for Its AI Work.
The potential purchase is tied to OpenAI’s effort to build out computing infrastructure for its AI work.
· Technology
- Tech Stocks Retreat as AI Debt Financing Tops $500 Billion
Hyperscale cloud companies' financing costs have risen about 120 basis points, while technology volatility pricing reached the 98th percentile of its five-year range.
· Investing
- Moody’s Warns AI Borrowing Could Raise Private-Credit Refinancing Risk
Moody’s expects the five largest U.S. hyperscalers and CoreWeave to spend nearly $1 trillion on capital projects in 2027. About 17% of 607 borrowers it tracks use payment-in-kind interest.
· Business
- Oracle and NVIDIA Expand Vera Rubin Deployment to Multi-Gigawatt Scale
Oracle Cloud Infrastructure will add NVIDIA Vera CPUs. Oracle separately partnered with Cerebras to use its equipment in Oracle AI data centers.
· Technology
- Oklahoma Data Center Moratorium Contract Prices 21% Odds for Jan. 1, 2028
The 2028 price was described as little changed from a week earlier, while the term table showed different odds for other dates.
· Regulation
- NetBox Labs Adds AI Infrastructure Tools to NEYON’s Offerings
Customers can add tools for build planning, equipment tracking and infrastructure checks.
· Technology
- Luxor Raises $16 Million to Expand AI Cloud and Compute Trading
CMT Digital led the round, which combines primary and secondary capital. Luxor plans to fund cloud services, AI hardware, trading and hiring.
· Business
- Seagate Revenue Rises About 61% in Fiscal 2027 First Quarter
Adjusted earnings topped estimates, and Seagate projected $4.8 billion in second-quarter revenue and $9.20 in adjusted earnings per share.
· Business
- Meta Prices $37.5 Billion in Offerings After Raising Common Sale to $25 Billion
The package includes $25 billion in Class A shares and $12.5 billion in depositary shares representing interests in 6.50% Series A Mandatory Convertible Preferred Stock. AMD plans to invest $1 billion.
· Business
- CoreWeave Five-Year CDS Spread Falls to 1,041.4 Basis Points
A bankruptcy-announcement contract tied to Jan. 1, 2028, was priced at 11.5% YES, down from 12% a day earlier.
· Investing
- AMD Systems Support Meta’s Superintelligence Infrastructure
Helios is running at Meta, and EPYC processors provide computing support for the company’s Muse AI agents.
· Business
- General Compute Secures $100 Million Series A at $800 Million Post-Money Valuation
A customer agreement valued at $100 million in annual recurring revenue helped support the round as the startup builds its AI cloud around inference chips.
· Business
- AMD Shares Rise About 5% as Helios Systems Undergo Testing at Meta
AMD announced a planned $1 billion investment in Meta’s equity offering on Oct. 27, one week before its scheduled third-quarter report.
· Business
- Celestica Sets Initial 2027 Revenue Outlook at $40 Billion After Strong Quarter
Third-quarter revenue climbed 83% to $5.83 billion, while shares reached $288.07 in extended trading after the Oct. 26 release.
· Business
- Seawolf Capital Shorts CoreWeave Over Potential Funding Needs
Co-founder Vincent Daniel tied the short thesis to chip purchases, a projected 2027 free cash flow gap and balance-sheet leverage.
· Business
- Four Institutions Back $63 Billion Financing for Anthropic’s Broadcom Chips
A new special-purpose vehicle will buy Broadcom XPU accelerators and networking gear, then lease the equipment to Anthropic. Deliveries are scheduled to begin in 2027.
· Business
- Four Firms Announce $63 Billion Financing Structure for Anthropic Compute
A new vehicle will purchase Broadcom AI accelerators and networking equipment, then lease them to Anthropic. Deliveries are expected to begin in 2027.
· Business
- Boost Run Reports AI Delivery, More Than $600 Million in Year-to-Date Project Financing
The delivered phase was for an unnamed AI research and product company. Boost Run did not disclose its GPU count or connect it to a separate contract with Thinking Machines Lab.
· Business
- BlackRock's Rick Rieder Favors AI Infrastructure Bonds Over Treasurys
Rieder favors secured bonds from high-quality companies and assets that generate cash flow.
· Investing
- Alibaba, Tencent and ByteDance Discuss Long-Term DRAM Supply Deals
Some customers want terms through 2035, while the talks cover server DDR and low-power LPDDR memory.
· Business
- Nvidia Plans $3 Billion Meta Investment as AI Partnership Expands
Meta priced $25 billion in common stock at $625 a share, with the offerings expected to close Oct. 29.
· Business
- Nvidia, AMD and Broadcom Signal Interest in Up to $5 Billion of Meta Stock
The nonbinding interest concerns part of a roughly $35 billion offering. Meta has not disclosed how any purchases would be divided among the three companies.
· Business
- NVIDIA Mission Control 2.5 Adds Kubernetes Workload Recovery
The update extends the framework beyond Slurm jobs, with NVIDIA Run:ai serving as the default scheduler in Kubernetes environments.
· Technology
- Microsoft Offers Voluntary Severance to About 60,000 Employees
The program gives staff an option to leave as Microsoft manages costs amid heavy spending on AI infrastructure.
· Business
- Verizon Lifts 2026 Outlook as AWS AI Deal Tops $2 Billion
The company raised its target for postpaid phone additions to 1.1 million to 1.2 million and expects free cash flow growth to approach 12%.
· Business
- Hyperscaler Capital-Spending Index Nears 6,800 as Capex Growth Tops Free Cash Flow Growth
The index tracks quarterly cumulative growth in capex and free cash flow for Microsoft, Amazon, Alphabet, Oracle and Meta, with both series set to 100 on Dec. 31, 2011.
· Technology
- Morgan Stanley Says Weaker AI Firms May Turn to Secured Debt
The strategists say the four largest hyperscalers can absorb higher funding costs, while lower-rated companies may lose access to credit.
· Business
- Anthropic Plans Up to $114.5 Billion in Google Spending Over 10 Years
The Claude maker’s Google commitment is part of infrastructure obligations estimated at more than $518 billion across strategic partners, including Amazon.
· Business
- Forum Edge AI Signs $94.4 Million Fireworks Deal for 96 Servers
The reservation covers Nvidia B300 GPU capacity and related CPU management node fees. Deployment in Dallas is expected in late December or early January.
· Business
- Anthropic Projects Up to About $114.5 Billion in Google Payments Before 2033
Computing and infrastructure costs are expected to become Anthropic’s largest operating expense. The company also warned it may seek financing sooner than it currently expects.
· Business
- Meta Plans $95 Billion Stock Raise to Fund Its AI Infrastructure Push
The plan pairs an initial $35 billion public equity offering with a $60 billion at-the-market program.
· Business
- Meta Outlines Up to $95 Billion in Equity Funding for AI
The package includes $22.5 billion in Class A stock and a planned $60 billion at-the-market program that could start in early 2027.
· Business
- SpaceX Signs $40 Billion GPU Financing Lease Commitment With Apollo
Apollo will buy GPU clusters and related equipment and lease them to SpaceX, with the arrangements set to begin when the GPUs arrive in the first half of 2027.
· Business
- SpaceX Secures $40 Billion in GPU Financing as AI Credit Tightens
Musk credited Starlink and launch revenue with supporting the borrowing, which is mainly callable debt. He also forecast consolidation among more than 200 neocloud providers.
· Business
- NVIDIA Added Google Cloud, Microsoft Veterans to Commercial Leadership
Alison Wagonfeld started in February and Nick Parker joined in August. NVIDIA’s data center revenue reached $89.0 billion in the quarter ended July 26.
· People
- Semiconductor Stocks Fall as OpenAI Seeks Up to $30 Billion
The potential raise comes amid broader questions about AI infrastructure financing and a sharp drop in the Philadelphia Semiconductor Index.
· Business
- Musk Rules Out SpaceX Buying Distressed New Cloud Providers
His statement addressed a potential purchase of newer cloud firms facing financial distress.
· Business
- Citrini Cuts Chip Exposure as AI Funding Shifts to Equity and Debt
Founder James van Geelen said new AI infrastructure spending is more exposed to investor sentiment. He estimated AI labs need about $1 trillion in annual recurring revenue by the end of 2028.
· Investing
- SoftBank Discusses $50 Billion AI and Data Center Plan in Malaysia
Malaysian Prime Minister Anwar Ibrahim said he discussed the plan with SoftBank founder Masayoshi Son in a video call.
· Business