AI Infrastructure

Samsung Booked a Record 107 Trillion Won Profit in One Quarter and Investors Still Wanted More

Samsung says it is the first tech company to clear KRW 100 trillion in quarterly operating profit, almost all of it from AI memory, yet its shares fell after SK Hynix gave a bolder outlook. Samsung also

Malaysia Says Smugglers Passed 30 AI Chip Servers Off as Electronics at Its Main Airport

Malaysian customs says it seized about US$12 million of AI chip servers declared as electronic components at Kuala Lumpur's airport, the fifth case it links to one syndicate. Officials have not named the

Wall Street Lines Up $63 Billion to Buy Broadcom Chips for Anthropic

Bank of America, Blackstone, Citi and Morgan Stanley will finance $63 billion of Broadcom chips for Anthropic, with Broadcom backstopping senior lenders. Moody's has already flagged the risk of repeat de

Highway Thieves Are Ramming Escort Cars to Steal Millions in AI Data Center Gear

Highway crews hacking freight accounts, spoofing GPS and ramming escort cars have reportedly stolen more than $100 million in data center equipment since June, and investigators say some of it is headed

Elon Musk Says SpaceX Locked In $40 Billion for AI Chips and Most Neocloud Rivals Will Die

Elon Musk says SpaceX closed $40 billion in debt to buy GPUs, then predicted more than 200 rival neoclouds face "guppy-level death", knocking CoreWeave, Nebius and Iren shares lower in premarket trading

Nvidia Now Ships AI Data Centers in a Box as Jensen Huang Warns the Money Is Running Short

Nvidia's new DSX Pod crams seven Vera Rubin racks into a truck-ready container that it says can serve AI in 14 days. Jensen Huang's bigger admission at GTC Berlin was that capital, not chips, is now scar

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