AI Infrastructure

AI Is Creating a New $1.6 Billion Generator Boom for Data Centers

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

How China Is Building a National AI Strategy Around Domestic Technology

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 Invests $1.5 Billion in SoftBank Data Center Developer Behind OpenAI Project

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

Groq Raises $350 Million as AI Chipmaker Pivots Toward Neocloud

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 Open AI Strategy Is Facing New Questions Over Its $250 Million Deal

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 Plans To Charge Major Users For Its Next Open Source AI Model

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

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