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The AI infrastructure race is creating unexpected winners beyond chipmakers as soaring data-center demand drives major growth for companies supplying backup power and electrical equipment. The generator
China is intensifying efforts to build a nationally coordinated AI ecosystem, combining domestic technological capabilities with government-backed industrial strategy. The effort highlights Beijing's pus
Nvidia has committed $1.5 billion to SB Energy, a SoftBank-linked data-center developer, in a major AI infrastructure investment tied to an OpenAI data-center project. The deal highlights how Nvidia is e
AI chipmaker Groq has raised $350 million as it accelerates its transformation into a neocloud provider. The funding reflects the growing demand for specialized AI infrastructure as companies race to dep
Meta's push to make AI more open is facing scrutiny as questions emerge over whether its open-weight strategy can translate into a sustainable commercial advantage. The release of Glimmer contrasts with
Alibaba is reportedly preparing to ask major commercial users of its upcoming Qwen open-source AI model to share a portion of their revenue. The move mirrors a similar strategy from rival Moonshot and si