#ai-infrastructure
Every article tagged ai-infrastructure, ranked by recency.
AMD Commits Over $10B to AI Infrastructure in Taiwan
AMD's $10 billion investment in Taiwan focuses on scaling AI infrastructure and advanced packaging, aiming for significant advancements in GPU networks.
SEALSQ Corp Highlights Growing Need for AI Infrastructure in Space
As global demand for AI infrastructure surges beyond terrestrial limitations, SEALSQ Corp unveils its vision for orbital computing and next-gen security technologies.
CoreWeave: An Infrastructure Play in AI Amid Heavy Debt and Huge Contracts
CoreWeave is on a rapid growth trajectory, with a $21 billion deal with Meta, but faces substantial debt and execution challenges that investors must consider.
Jefferies Upgrades Generac as AI Infrastructure Demand Surges
Jefferies has upgraded Generac Holdings to Buy, raising its price target to $302, driven by significant AI infrastructure demand and ongoing negotiations with hyperscalers.
Modal Labs Secures $355 Million to Enhance AI Cloud Infrastructure
Modal Labs has raised $355 million in a Series C funding round, bolstering its position in the AI cloud infrastructure market with significant revenue growth and innovative product
Nigeria’s NSIA Invests in KASI to Boost AI Infrastructure
The Nigeria Sovereign Investment Authority is backing the KASI project to enhance local AI infrastructure and reduce reliance on foreign data services.
Emerging Neocloud Infrastructure Set to Transform AI Landscape
A webinar by Structure Research will explore the Neocloud infrastructure market, its growth trajectory, and implications for AI development, set for May 28, 2026.
Bittensor’s IOTA Architecture Reshapes AI Model Training Dynamics
Bittensor's Subnet 9 introduces IOTA, a game-changing architecture that fosters collaboration among miners for AI model training, expanding accessibility and efficiency.
OpenAI Surpasses Anthropic Revenue, But User Growth Stalls
OpenAI generated $5.7 billion in Q1, outpacing Anthropic's $4.8 billion. However, user growth has stalled, raising questions about sustainability.
Analog Devices Reports Record Q2 Revenue Amid AI Infrastructure Surge
Analog Devices announced record Q2 revenue of $3.62 billion, driven by a surge in AI infrastructure demand, with data centers now accounting for over 75% of communications revenue.