Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
At its GTC conference in Berlin, Nvidia discussed the RTX Spark notebook, various implementations and partnerships involving physical AI, AI agents, and CUDA-X, as well as the DSX...
Anthropic's IPO filing does more than outline the economics of a rapidly scaling AI company. Its risk disclosures show frontier AI developers becoming increasingly exposed to governments...
SoftBank Group founder and CEO Masayoshi Son has selected investment sites in Malaysia and plans to invest US$50 billion in technology, Malaysian Prime Minister Anwar Ibrahim said...
As AI server computing density and server rack power consumption rise, data center construction must also take into account cooling, power distribution, energy management, and electromechanical...
Anthropic's IPO filing reveals an infrastructure strategy extending far beyond conventional cloud procurement, as the Claude developer locks in hundreds of billions of dollars of compute...
Broadcom has reached a deal with several financial firms for them to finance the purchase of US$63 billion worth of its chips for Anthropic. The agreement highlights how the line between...
Anthropic's first public filing for its IPO has opened the books on one of the world's fastest-growing AI companies, revealing extraordinary revenue growth alongside a headline net...
Nvidia CEO Jensen Huang's visit to Kazakhstan highlighted plans to build an AI computing hub for Europe, with projects spanning GPU clusters, data centers, talent, and physical AI...
Meta Platforms has launched approximately US$35 billion of concurrent underwritten public offerings and plans an approximately US$60 billion at-the-market (ATM) program, as it funds...
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tata Communications announced on October 26 that it plans to invest US$400-450 million in approximately 10,000 kilometers of long-haul fiber across India, linking data centers and...
Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital...
