TokenPost topic
AI infrastructure
618 TokenPost stories are tagged AI infrastructure. The newest appear first.
Latest AI infrastructure stories
- Nvidia GPU Equipment Sits Idle as AWS Sites Face Power Shortages
Amazon plans early receipt of about $5 billion in GB300 racks and roughly $3 billion in future hardware purchases each month.
· Technology
- Six Firms’ AI Capital Spending Projected to Exceed $7 Trillion Through 2030
The six companies are projected to generate negative free operating cash flow in 2026 and 2027.
· Business
- Former Google Employee Cites U.S. Power and Data Center Limits for AI GPUs
The former employee said customers with strict latency needs require U.S. capacity and described an ideal 10-minute loading target for a three-terabyte model.
· Technology
- Morgan Stanley Projects Hard-Drive Supply Gap to Widen by 2027
Nearline spot prices are 4 to 7 cents per gigabyte, compared with about 1.5 cents for blended nearline contracts.
· Investing
- Photon Bridge Raises €10 Million to Develop Lasers for AI Chip Links
The Dutch company expects initial samples in 2027, with preparations for volume production beginning in 2028.
· Business
- At Least 17 BLM Land-Use Cases Appear to Involve Data Center Campuses
The cases span six Western states. A broader tally includes 35 active cases associated with more than 24,000 acres of public land.
· Technology
- Serenity Sees Extreme Gap Between AI Infrastructure Demand and Stocks
The view contrasts accelerating procurement involving Super Micro Computer and SpaceX with declines in Applied Optoelectronics and data center colocation shares.
· Insights & Views
- 2001–2010 Model Finds Water Gaps at One in Four Data Center Sites
The United States accounts for 3,619 mapped facilities, with 21% in areas showing at least one month of modeled water stress.
· Technology
- Musk Targets 200,000 Monthly Chip Additions in SpaceX AI Buildout
He expects about 10 gigawatts of additional AI compute online in 2027, beyond the 2.5 to 3 gigawatts targeted for the end of 2026.
· Technology
- Nvidia Weighs New Investment in Firmus Grid Limited After IPO Withdrawal
Nvidia joined a $2 billion Firmus equity round in August. The companies also plan a 360-megawatt AI campus in Indonesia.
· Business
- Janus Henderson Manager Holds CoreWeave Debt as Yield Hits 15.97%
The notes’ yield to maturity reached 15.97% on Oct. 20. CoreWeave had $4.413 billion in scheduled principal payments for the rest of 2026 and $6.184 billion for 2027.
· Investing
- Amazon Shifted Nvidia Rack Ownership Before AWS Data Center Delivery
An August forecast projected about $5 billion in GB300 rack deliveries that month, while some AWS sites lacked enough power to operate incoming equipment.
· Business
- Anthropic Warns of Operator Reliability Risk as It Leases Data Centers
The Claude developer is seeking capacity beyond its major cloud partners, even after committing $30 billion to Microsoft Azure.
· Technology
- Super Micro Computer Lifts Fiscal Q1 Revenue Outlook by $4 Billion
The company also raised its gross-margin estimate, while shares gained 15.6% after hours.
· Business
- Anthropic IPO Draft Details $450 Billion in Cloud Agreements
Compute and infrastructure spending reached nearly $9 billion in the first half of 2026, up from $2.3 billion a year earlier.
· Business
- SpaceX Revenue Rises 161% as AI Becomes Its Largest Segment
Super Intelligence generated $7.560 billion in third-quarter sales. SpaceX spent $16.444 billion on capital projects in the segment.
· Business
- Anthropic IPO Draft Shows $16.3 Billion Revenue, $80.7 Billion Loss in First Half of 2026
About $72 billion of the loss reflects noncash accounting changes. The draft also outlines up to $750 billion in potential computing costs.
· Business
- Anthropic's Future Compute Costs Could Exceed $600 Billion
A broader tally could reach $750 billion with deals still under negotiation, compared with at least $518 billion in an earlier confidential draft.
· Business
- Amazon Web Services Projected $5 Billion in Nvidia GB300 Rack Deliveries
The August plan also anticipated about $3 billion in monthly deliveries, while some AWS sites lacked the power to run incoming equipment.
· Business
- Anyscale Forms Ray Group to Improve Support Across AI Chips
The group plans to work on hardware testing, job scheduling and data transfers across different accelerators.
· Technology
- Meta’s Powell McCormick Leads Partnership Push as Spending May Hit $145 Billion
Meta’s planned El Paso data center venture with BlackRock-managed funds has estimated development costs of about $14 billion.
· People
- TD Cowen Raises Possibility of Nvidia Credit Support for Oracle
Oracle’s quarterly capital expenditures rose to $28.5 billion from $8.5 billion a year earlier as it expanded its AI infrastructure.
· Business
- CoreWeave Shares Fall 6% to Lowest Level Since May 2025
The Nasdaq-100 Index was down 1% on Oct. 20.
· Investing
- ARK Invest Projects Tesla's 2031 Market Value at $17.5 Trillion
The model's base case puts Tesla shares at about $4,400 and assigns roughly 80% of projected enterprise value to robotaxis.
· Investing
- DeepSeek's DeepInfer Supports NVIDIA GPUs and Huawei NPUs
The framework runs DeepSeek-V4.1-Flash on both platforms. Companion deepseek-recipe libraries help process API requests and responses.
· Technology
- AI-Linked Companies Issue About $466 Billion in Debt as Protection Costs Rise
Five-year credit default swap spreads for Meta and Nvidia reached records of 108 and 101 basis points, respectively.
· Investing
- Elice Shares Drop 30% in Debut as U.S. AI Cloud Stocks Diverge
In late-morning trading on Oct. 20, CoreWeave was up 1.6% after an early 4% drop, while Nebius and Iren were lower.
· Investing
- U.S. Data Centers Face Projected Net 32-Gigawatt Power Gap by 2028
The projected shortfall could grow to about 72 gigawatts by 2029, delaying the use of graphics processors bought for AI projects.
· Technology
- Elice Group Drops 32% in South Korean IPO Debut as AI Shares Weaken
The company raised about $151 million, while CoreWeave fell 4% in U.S. premarket trading on Oct. 20.
· Investing
- HSBC Projects CoreWeave Investment Returns Below Borrowing Costs
The bank has a reduce rating and a $39 share price target, 36% below CoreWeave’s Oct. 19 close.
· Investing
- Hyperscale Data Reports $55.3 Million in Bitcoin, Cash and Restricted Cash
Its Bitcoin balance fell by 9.9457 BTC from Oct. 4, while cash and restricted cash increased by about $700,000.
· Business
- South Korea's KOSPI Falls 3.73% Amid AI Spending Concerns
AI cloud company Elice Group lost 32.04% in its first KOSDAQ session after raising about $150 million in its offering.
· Investing
- Marvell Targets 2027 Customer Sampling for Optical AI Memory Module
The proposed system would share 32 TB of DDR5 among up to 16 hosts. Its 1.125 TB of HBM3E could serve as a cache or as additional pooled memory.
· Technology
- USD.AI Announces CHIP Governance Process for sUSDai Financing Rules
The first proposal would set collateral, maximum utilization and Compute IQ standards, with at least four full days of discussion before a Snapshot vote.
· Technology
- Morgan Stanley Projects $355 Billion in Amazon Capital Spending for 2027
The bank raised its 2027 AWS revenue growth forecast to 47% and projects Amazon capital spending of $365 billion in 2028.
· Investing
- AI-Linked Credit Default Swap Trading Tops $9 Billion a Week in September
Weekly trading tied to seven companies averaged less than $2 billion in July. Activity in the broader U.S. corporate credit default swap market has also risen.
· Investing
- Inception Launches Mercury 3 With One-Million-Token Context Window
Standard pricing is $0.20 per million input tokens and $0.70 per million output tokens, with introductory rates set at half those amounts.
· Technology
- Applied Digital and Western Digital Gain More Than 6% in Broad Rally
Nasdaq gained 1.11% and the S&P 500 rose 0.41%, while the Dow slipped 0.07%.
· Investing
- 3M Shares Rise 5.4% After Expanding Amazon Data Center Relationship
A seven-year warrant gives an Amazon subsidiary the right to buy up to 3,162,015 3M shares at $164.89 each.
· Business
- 10-Year Treasury Yield Rises 110 Basis Points From March to October
CoreWeave had $35.6 billion in total indebtedness as of June 30 and funds capital investment through debt, equity, delayed-draw term loan facilities, OEM financing arrangements and cash from its balance sheet.
· Investing