Sam Altman’s space data center trash talk is what most experts already believe
"homeboy you're the one sellling [sic] public market investors on short-term space datacenters."
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Current signal 252.5 with 4286 archived momentum points.
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"homeboy you're the one sellling [sic] public market investors on short-term space datacenters."
Today, I’m talking with Xinzhou Wu, who is the head of automotive at Nvidia. Nvidia is obviously in the news constantly because of the AI boom — it’s one of the most valuable companies in the world, because the AI industry can’t get enough of the company’s GPUs. But Nvidia is also a key supplier […]
Useful quantum computers will require fault tolerant logical operations. Researchers are actively exploring many different quantum error correction (QEC) codes...
Meta said its Hyperion data center project will now grow to 5 gigawatts of compute capacity, bringing its cost to more than $50 billion.
Tom Blomfield built two of Britain’s best-known fintech companies. Now the Monzo founder is joining Anthropic, and his job is to help crack the AI industry’s hardest problem: compute.
We're expanding our Richland Parish, Louisiana data center to 5GW of compute capacity in a town that’s already seeing life-changing returns for teachers, local businesses, and students. The post Teachers and Local Businesses Win as Meta Expands Louisiana Data Center appeared first on Meta Newsroom.
Save 72% on a refurbished Dell Precision workstation with 32GB of RAM, dedicated NVIDIA graphics, and Windows 11 Pro.
In Frederick and Calvert counties, where officials are weighing data centers, voters showed some incumbents the door.
ASRock Rack has developed an unlikely edge server based on NVIDIA's industrial SoC, Thor. The Blackwell-era chip is being used to power the 2UXGI-THOR, a server aimed at the industrial and medical markets The post ASRock Rack Built an Edge Server Based on NVIDIA’s Thor Industrial SoC appeared first on ServeTheHome.
AI-driven hyperscale data centers are creating a new generation of risks and challenges that extend well beyond power shortages and chip supply, according to a new report from Zurich North America.
Nvidia's automotive ambitions could redefine the future of driving, but they're entangled in a web of auto industry inertia, chip shortages, and relentless innovation.
Tom Blomfield is taking a leave of absence from Y Combinator to join Anthropic's compute team, joining a host of prominent tech names at the firm.
Antons Davis left Nvidia after a decade to start his own business. He had achieved his financial goals and wanted to do something more fulfilling.
SK Hynix began mass-production shipments of 12-layer HBM4 to Nvidia at the end of June and is increasing output ahead of a broader ramp, The Bell reported, citing semiconductor industry sources.
Venice AI, a developer of a privacy-focused generative AI and decentralized model inference platform, has raised $65 million in a Series A round at a $1 billion valuation.
Virginia's new data center power tax raises debates about AI infrastructure's impact on community electricity costs. Is this the way forward?
Virginia’s first-in-nation data center power tax reflects growing fears that AI infrastructure could raise electricity costs for households and communities.
Meta committed an additional $40 billion to its Hyperion campus in Richland Parish, Louisiana, bringing total investment to $50 billion for a 5GW compute facility. Louisiana's aggregate AI infrastructure commitments now top $250 billion, signaling the physical buildout is still racing ahead of efficiency gains.
AMD's latest Radeon drivers hide a Multi-Frame Generation mode that goes up to 8x, going one better than NVIDIA's 6x. Here's what it could mean for your frame rate.
Welcome to AI Insider’s The Week Ahead in AI. See the key developments and events we’re watching July 12-18.
Taiwan networking equipment makers posted strong results in June 2026, with rising demand for AI data center expansions, high-speed switches, and broadband network upgrades driving several companies to record-high monthly revenues.
Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered.
Antons Davis, once a key player at Nvidia, traded silicon for soul by launching AI-driven coaching ventures. Discover his journey from tech to transformative coaching.
India is moving from semiconductor planning to execution, using funding, tariff changes, foreign investment approvals, and regional development efforts to build a broader electronics ecosystem beyond assembly.
MTR Lab and Hong Kong-Shenzhen Innovation and Technology Park Limited (HSITPL) have launched a Venture Partner Program connecting high-potential startups with funding opportunities, strategic guidance, and commercial partnerships to scale across AI, new energy, new materials, microelectronics, and robotics.
PLUS: Canadian/Bhutanese datacenter for India; China re-uses a rocket; Australia signals AI intervention; And more!
This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on the data center buildout, follow Emma Roth. The Stepback arrives in our subscribers' inboxes on Sunday at 8AM ET. Opt in for The Stepback here. How it started Years before the AI boom threatened local power […]
NVIDIA's push for hardware-friendly AI models promises faster processing but raises questions about long-term viability. Are these models truly revolutionary or just a marketing play?
Apple's M7 Ultra chip could feature up to 1.5TB of unified memory, reportedly bringing AI performance closer to Nvidia Blackwell while powering future Macs and Apple Intelligence servers.
S&P Global has downgraded Oracle's credit rating to "BBB-," one notch above junk status.
Athenry, Ireland became ground zero in 2015 for a growing global conflict between tech giants and local communities over data centers. As AI's hunger for energy grows, this battle is far from over.
The world’s most valuable assets are stored on rows of servers in giant, anonymous buildings. And they can be stolen.
S&P Global's recent downgrade of Oracle's credit rating highlights OpenAI's turning point role in Oracle's financial health. A sudden shift could leave Oracle in a precarious position.
The Kyutai spinout is opening a Bay Area office less than a year after forming, with valuation and Nvidia's deal terms undisclosed.
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the next major battlegrounds in AI infrastructure.
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.
A London startup co-founded by a former Palantir executive has raised $50m to help governments and companies use American cloud and AI without letting America reach inside.
In this tutorial, we explore NVIDIA tile-based GPU programming with TileGym, building a Colab workflow that runs across different hardware.
According to a report, the company plans to skip higher-performance versions of some of its processors along the way.
Prime Minister Anthony Albanese is gearing up to drop some serious AI talk in Sydney. Spoiler: Copyright reform chat isn't on the menu.
France believes its cheap, low-carbon electricity is Europe’s overlooked advantage in AI.
A German research consortium has released Soofi S 30B-A3B, an open language model trained entirely on Deutsche Telekom's cloud infrastructure in Munich.
Samsung Electronics and Samsung Display are jointly developing a next-generation glass interposer that could lower the cost of packaging high-performance chips, with prototypes potentially ready by the end of this year, The Elec reported, citing semiconductor industry sources.
Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components.
China Life Insurance Company Limited plans to invest CNY4.999 billion (US$697 million) in a new CNY5 billion semiconductor private equity fund, extending Beijing's effort to direct long-term insurance capital into strategic chip technologies.
South Korea will draw up record budget spending of more than 800 trillion won ($530.97bn) for fiscal 2027, supported by stronger tax revenues from the booming AI chip industry, the government said on Monday.
TSMC reported another month of strong revenue growth, underscoring continued demand for advanced chips used in AI applications.
Advancing AI tools need increasingly immense power to work, putting unprecedented demand on U.S. energy infrastructure. This executive leader at Schneider Electric has a plan to solve the critical emerging energy challenge.
SK Hynix, the South Korean memory chip manufacturer, raised $26.5 billion in its U.S.
VentureBeat Research's June survey found control gaps across compute, agent identity, evals, cost tracking, context and orchestration.
Jack Henry, a provider of technology solutions for banks and credit unions, has expanded its partnership with Google Cloud to develop an AI-driven security platform designed to strengthen cyber resilience across financial institutions.
A definitive guide to how AI is reshaping climate tech in 2026 — from data-center cooling and grid flexibility to the sector's own soaring energy demand.
Exploring the unseen impact of inference engine configurations on LLM performance, energy use, and accuracy. Turns out, it's not just about the models.
Apple faced pressure from the White House to use Intel's chipmaking plants while it was negotiating relief from semiconductor tariffs last summer, reports The Wall Street Journal ($).
Rightsizing open models may cut your AI inference spend Larry Dignan Mon, 13 Jul 2026 - 02:00 Larry Dignan Editor in Chief of Constellation Insights Constellation Research Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise...
As AI becomes integral to business operations, enterprises face a critical decision: should AI reside in the cloud or a dedicated private environment? This choice impacts security, control, and long-term strategy.
Aker said auto and industrial control customer demand drove double-digit revenue growth in the first half of 2026, while AI-related power components also saw a sharp increase in shipments.
Samsung Electronics plans to begin operations at its first Yongin fab in 2029, one to two years ahead of schedule, increasing pressure on South Korea to accelerate the power, water and site development needed for a major semiconductor expansion.
Chip industry sources said Meta's cloud AI chip procurement could soon catch up with Google or Amazon AWS among the four major cloud service providers.
Taiwanese renewable energy developer Leadsun Greentech said that as global supply chains continue to move toward net-zero carbon emissions and RE100 commitments, and Taiwan's semiconductor and high-tech industries actively expand, green electricity has become a critical resource for corporate growth.
Applied Materials India is preparing to take on broader ownership of selected semiconductor equipment product initiatives, as the US-based chipmaking equipment supplier expands its R&D and validation base in Bengaluru.
A shortage of skilled workers could slow construction of new US semiconductor plants, raise costs, and limit chip output for global markets, according to a new report.
Apple is reshaping its Mac chip roadmap to prioritize AI, accelerating development of future processors as the company seeks to strengthen its position in the AI era.
AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at the centre of this week's tech agenda.
India's first Chemical Mechanical Polishing pad technology hub could help reshape semiconductor supply chains far beyond the country.
SuperAlloy Industrial posted June consolidated revenue of NT$749 million (US$23.36 million), up 17.93% from May and 21.46% from a year earlier.
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks.
Hyderabad, India — Switzerland-headquartered semiconductor company Kandou AI has inaugurated its India Chip Design Headquarters in Hyderabad, expanding its engineering presence in one of India’s fastest-growing semiconductor and deep-technology ecosystems.
Polymatech Electronics is exploring public listing options in India and the United States as the Oragadam-based semiconductor company prepares to raise capital for its next phase of expansion.
Running a large language model against a live cloud account to hunt for security holes comes with an obvious hazard.
Chip designers license blocks of circuitry from outside vendors and drop them into larger products.
Organizations build, deploy, and operate AI in the cloud, but basic cybersecurity hygiene is often sacrificed for speed, according to Orca Security’s 2026 State of AI Security Report.
Growing demand for compute capacity, power, cooling and low-latency connectivity is prompting organizations to reassess where AI applications run, according to CoreSite.
The U.S. is wrestling with the balance of power in AI regulation. Helen Toner suggests a balanced approach, but is it enough?
As the AI boom boosts demand for RAM, SK Hynix - one of the world's biggest suppliers of memory chips - launched on Wall Street Friday.
The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build US factories.
A solar and home energy storage company is expanding into AI data centers, but not by building one - instead, it's offering to pay its customers to put its compute units in their homes. Sunrun is launching a pilot program for a new "distributed AI compute" program that will "place numerous compute nodes in homes […]
AI shopping agents are reshaping the way we buy products online, redefining the power dynamics between retailers and consumers.
Google introduces Litert.js, a high-performance library for web AI inference. This could reshape how developers integrate AI into web apps, pushing the boundaries of online machine learning.
A large Digital Realty data center in Ashburn, Virginia turned on diesel generators over the July 4 weekend to deal with a strained grid.