Keywords: AI infrastructure


Nvidia targets Chinese market with new Vera AI processor

Nvidia is accelerating its efforts to strengthen its position in China by promoting its new Vera central processing unit (CPU) to major technology companies and cloud service providers. The move reflects the company's determination to expand its presence in one of the world's largest technology......

Morgan Stanley flags AI investment surge beyond dot-com peak levels

Artificial intelligence infrastructure spending by major technology companies has reached a scale that now exceeds the intensity seen during the peak of the dot-com era. The investment surge is driven by hyperscalers including Amazon, Alphabet, Meta, Microsoft, and Oracle as they expand data center capacity......

China plans massive $295 billion investment in nationwide AI infrastructure

China is preparing a large-scale investment plan worth approximately 2 trillion yuan (around $295 billion) to significantly expand its national artificial intelligence and data infrastructure over the next five years, according to reports based on policy discussions. The initiative aims to build a nationwide......

Apple delays Mac Studio refresh as DRAM shortage disrupts plans

Apple’s Worldwide Developers Conference opened with a software-focused keynote that featured no new Mac hardware, reinforcing reports that the next-generation Mac Studio has been delayed. The workstation, expected to launch with M5 Max and M5 Ultra chips, has reportedly been pushed from a mid-2026......

Anthropic expands Claude partner network with services track and hub

Anthropic has launched a new Services Track and Partner Hub as part of the expansion of its enterprise partner ecosystem around Anthropic and its AI model Claude. The move formalizes a consulting and deployment layer designed to support large organizations integrating the technology at scale. The Services......

Nebius shares surge after AI-focused investment fund increases stake

Shares of AI infrastructure company Nebius Group rose sharply in premarket trading after investment fund Situational Awareness became the company’s largest shareholder, boosting investor confidence in the fast-growing artificial intelligence sector. The announcement attracted strong attention......

ByteDance develops custom CPU chips to expand AI capabilities

Chinese technology giant ByteDance is reportedly developing its own custom central processing units (CPUs) to strengthen its artificial intelligence infrastructure and reduce pressure caused by rising chip prices and ongoing supply shortages. The company, known globally for operating TikTok and other......

I Squared invests $225 million in U.S. data centers to expand AI infrastructure

Investment firm I Squared Capital has announced the acquisition of 10 data center facilities from Cogent Fiber in a deal valued at $225 million, reinforcing growing global investment in artificial intelligence infrastructure. The company stated that the facilities will serve as the foundation for a......

Schneider Electric sees India data center business outpacing core growth on AI boom

India’s rapidly expanding digital economy and the rise of artificial intelligence are reshaping the country’s infrastructure needs, with data centers emerging as one of the fastest-growing segments. Schneider Electric expects its data center operations in India to grow significantly faster......