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AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- Meta’s Future Spending Commitments Climb to $825 Billion
The total includes long-term contracts and leases, while the company’s annual capital spending guidance reaches as high as $145 billion.
· Business
- Nvidia's 14-Day Data Center Design Highlights Nscale's Loughton Power Delay
Microsoft withdrew as anchor customer after expected power supply shifted into the 2030s. Nscale says it remains committed to the project and is exploring alternative power sources.
· Technology
- Five Hyperscalers Spent $1.1 Trillion as U.S. Adults Oppose Local AI Data Centers
Sell-side analysts project another $5.3 trillion in spending through 2030; a March survey found 71% opposed an AI data center in their area.
· Technology
- IPO Investors Grow More Selective as AI Infrastructure Borrowing Expands
Aloke Gupte described broader IPO investor selectivity, while separate figures show more than $200 billion in debt issued by hyperscalers.
· Investing
- Nvidia Says Neocloud Investments Do Not Include a Bailout Promise
Jensen Huang’s comments address Nvidia’s investments in CoreWeave and Nebius and its commercial partnerships with neocloud providers.
· Business
- HUMAIN Plans Up to 84 Megawatts of AI Computing Capacity
The infrastructure is roughly equivalent to 27,000 Nvidia GPUs. Blackwell Ultra chip deployment is planned to begin in the fourth quarter of 2026, followed by Vera Rubin-series chips in 2027.
· Technology
- Supermicro Unveils 256-CPU Liquid-Cooled Rack for Agentic AI
The system is designed to work alongside NVIDIA’s Vera Rubin platform and support large-scale agentic AI applications.
· Technology
- Nvidia Sets 2028 Capacity Targets Across Six Chip Supply Partners
The plans include a 2.5-fold substrate target and optical-engine capacity growth to about 30 times current levels by the end of 2028.
· Business
- Nvidia’s Physical AI Revenue Tops Prior-Year Total as Goldman Holds $300 Target
Substrate capacity is expected to reach 2.5 times its current level over three years, while CoWoS-R advanced-packaging capacity is expected to triple.
· Business
- Nvidia Partners Plan to Raise Substrate Capacity 2.5-Fold
Amkor’s CoWoS-R capacity is set to triple, while SPIL plans a substantial increase in co-packaged optics capacity.
· Technology
- ARK Ties Tesla’s 2031 Case to a $225 Billion AI Spending Assumption
The model’s base case includes 8.1 million robotaxis in 2031. Tesla’s third-quarter results provide a current operating baseline, including $28.046 billion in revenue and nearly 2 million cumulative unsupervised robot…
· Insights & Views
- NITI Aayog Urges States to Weigh Data Center Resource Needs
The Oct. 14 guidance recommends checking power, water and community impacts before speeding approvals, while leaving decisions to states.
· Regulation
- Nvidia Modular AI Design Targets Deployment in as Little as 14 Days
The design moves system integration and validation to partner factories before delivery. Worldwide deliveries are set to begin in early 2027.
· Technology
- CoreWeave Shares Fall 29% as AI Expansion Debt Costs Stay Elevated
Yields on some unsecured bonds reached about 15%, while the company’s five-year default-insurance spread was near 1,067 basis points. Treasury yields eased after an Oct. 5 peak.
· Investing
- Bessent Sees No Systemic Financial Threat From AI Investment Boom
Lawmakers have questioned AI infrastructure debt, while an IMF assessment warned that leverage and concentrated holdings could amplify a market correction.
· Investing
- Dell Urges Earlier AI Hardware Planning Amid Component Shortages
Late procurement requests can leave less time to coordinate deliveries. Dell ended fiscal Q2 with $95 billion in AI backlog.
· Technology
- Comet Cloud Targets Small Businesses With Dedicated GPU Clusters
Its listed applications include training, inference and healthcare, but rates for its fixed monthly pricing are not listed.
· Technology
- Corning's Optical Communications Sales Rose 32% in Q2 2026
The quarter ended June 30, and Corning's July 28 outlook called for $4.9 billion to $5 billion in third-quarter core sales.
· Business
- NVIDIA Plans $1.1 Billion Advance for U.S. Chip Testing Sites
The capacity-reservation advance to KYEC is part of a global buildout spanning substrates, advanced packaging and optical engines, with production milestones through 2028.
· Business
- Bloom Energy Faces an Implied $2.08 Billion Second-Half Revenue Need
Bloom recorded $1.8164 billion in first-half sales. Its earnings call is scheduled for 5 p.m. ET (21:00 UTC) on Oct. 22.
· Business
- AI Data-Center Revenue Leaves a Calculated Gap of at Least $4.9 Trillion
AI data centers would need $8.5 trillion in cumulative revenue through 2030 to cover announced spending and financing costs and earn a 12% return. Related enterprise and consumer AI revenue is capped at $3.6 trillion.
· Technology
- WPP Tests Google Cloud A5X on Workloads That Usually Need a Cluster
Google Cloud plans general availability for its A5X bare-metal GPU instances in November 2026.
· Technology
- NVIDIA Targets Near-Zero Cooling Water Use at European AI Factories
At a 2-gigawatt scale, the design is projected to save 54 million liters of water a day. MaxLPS is designed to produce the same number of tokens with up to 30% less power.
· Technology
- Credo Gains 8.38% as AI Infrastructure Stocks Rise at U.S. Open
TeraWulf advanced 6.66%, while Seagate Technology gained 5.55% as gains spread across cloud, storage and chip groups.
· Investing
- Anthropic Proposal Would Offer Blackstone Funds 10% Coupon, 1.5 Points Above June Rate
The proposed $60 billion package includes $42 billion in senior debt and $18 billion in junior debt. Blackstone-managed funds would be offered half of the junior tranche.
· Business
- Google CEO Says Meeting New 2027 Compute Requests Would Be Difficult
Google Cloud revenue rose 82% to $24.8 billion in Q2, while Alphabet raised its 2026 capital spending outlook to $195 billion-$205 billion.
· Business
- Nebius Makes Live Preemptible GPU Prices Public Across Regions
Customers can inspect rates by GPU and region through Nebius’ website, public API and marketplace partners. Prices can change as often as every 15 minutes.
· Technology
- Google Cloud Plans Vera Rubin Clusters With Up to 960,000 GPUs
A single site could host up to 80,000 GPUs, while the 960,000 figure covers a connected cluster spanning multiple locations. General availability is planned for November 2026.
· Technology
- AI Compute Prices Rise as Investors Weigh Neocloud Debt Risks
Per-megawatt pricing rose at a Tuesday auction, while Marc Boroditsky said Nebius would find buyers for all of its 2027 capacity if deployed.
· Technology
- NVIDIA Works With 12,000-Plus Partners as Huang Urges AI Production
At GTC Berlin, Huang named five European companies working with NVIDIA on AI. The company has committed nearly $10 billion to Europe’s technology ecosystem.
· Technology
- AI Data Centers Face $3.55 Trillion Mature Annual Revenue Hurdle
The central scenario pairs that target with nearly $9 trillion in U.S. investment and 188 gigawatts of added capacity completed by 2032.
· Technology
- Dell Expands AI Factory With NVIDIA, Plans New Servers for 2027
Dell counted more than 6,500 AI Factory customers in its August 2026 order analysis, up from 5,000 last quarter. A 64GB workstation configuration is due Oct. 23.
· Technology
- Amkor Shares Rise 4.8% After $1.3 Billion Nvidia Packaging Deal
The stock was nearly 6% higher just before Wednesday’s open. The companies plan to expand interposer-wafer capacity in South Korea by the end of 2028.
· Investing
- Google Cloud and NVIDIA Make Vera Rubin Infrastructure Broadly Available
The companies announced the availability on Oct. 21.
· Technology
- Nvidia Will Offer 64GB DGX Spark Systems for $4,999 Starting Oct. 23
Two linked systems can share 128GB of memory and support AI models with up to 200 billion parameters.
· Technology
- Data Center Debt Securitizations Total $46 Billion Since 2018
Loans tied to expected lease income could shift losses to investors if payments fall short. The market could reach $150 billion by 2028.
· Investing
- NVIDIA and SPIL Target 15-Fold Optical-Engine Expansion in Taiwan
The partners aim to double the expanded capacity again by the end of 2028. NVIDIA is also backing a U.S. semiconductor testing expansion.
· Technology
- NVIDIA CEO Huang Sees Telecom Base Stations, Data Centers Becoming AI Networks
He also estimated that a 1-gigawatt AI data center costs about $50 billion, including land, power, buildings, computing equipment, storage and cooling.
· Technology
- Nvidia Says DSX POD Could Cut AI Factory Deployment to 14 Days
The Vera Rubin reference design moves integration and testing into modular containers, with partners planning worldwide deliveries in early 2027.
· Technology
- Google's Gemini 4 Argon Processes Nearly 25 Trillion Tokens in 72 Hours
The total is roughly three times Gemini 3.0's comparable volume. Google says it faces capacity constraints while serving the model.
· Technology