Anthropic
Anthropic has struck a deal to secure computing power from Elon Musk's xAI Colossus 1 supercomputer, an unusual rival-to-rival arrangement that underscores the intense compute scarcity reshaping the generative AI industry.
Samsung
Samsung has joined the trillion-dollar club, propelled by surging demand for HBM memory and AI accelerators that power the generative AI infrastructure boom reshaping video, image, and language models.
AI Infrastructure
Startups are pitching floating data centers powered by ocean waves as a solution to AI's escalating power and cooling demands, betting that the sea can solve what the grid cannot.
Cerebras
Digi Power X signed a deal worth up to $2.5 billion with Cerebras Systems to deliver AI data center capacity, expanding compute infrastructure for the wafer-scale chip pioneer's growing inference business.
Mixed Precision
Mixed precision training combines FP16 and FP32 numerical formats to accelerate neural network training while preserving accuracy. Here's how it powers modern AI workloads from LLMs to video generation models.
AI Infrastructure
Nebius has agreed to acquire Eigen AI for $643 million, expanding its AI infrastructure and capabilities portfolio in a notable consolidation move within the rapidly growing AI compute market.
Huawei
Huawei expects its AI chip sales to grow at least 60% in 2026 as China accelerates self-sufficiency in compute. The Ascend roadmap could reshape the global AI hardware landscape — including the GPU economics behind generative video and synthetic media.
AI Infrastructure
Hyperscalers' Q1 2026 earnings validated massive AI infrastructure bets — and immediately raised the spending ceiling again. Here's what Google, Microsoft, and Meta's accelerating CapEx means for the AI compute landscape.
Alphabet
Alphabet is signaling another major capital expenditure expansion through 2027 to meet what it calls 'unprecedented' AI demand, with implications for compute capacity powering Gemini, Veo, and the broader generative media stack.
DeepSeek
Chinese tech giants are scrambling for Huawei's Ascend AI chips following DeepSeek's V4 launch, signaling a strategic pivot away from Nvidia hardware and reshaping the global AI compute landscape.
AI Infrastructure
Photonics startup Lightelligence saw shares surge 400% on debut, signaling investor conviction that optical interconnects—not just GPUs—are the next bottleneck for scaling AI infrastructure and generative video workloads.
AI Infrastructure
Meta has signed a major deal to purchase millions of Amazon-designed AI CPUs, marking another dramatic shift in the AI chip landscape as hyperscalers diversify beyond Nvidia for inference and training workloads.