Keywords: AI Infrastructure
Google and SpaceX, alongside other tech pioneers, are advancing plans to build AI data centers in orbit. This bold initiative aims to meet artificial intelligence's voracious energy demands while sidestepping earthly limitations like power grids and land scarcity. In November, Google unveiled Project......
OpenAI has sharply improved its compute margins, doubling them from around 35 percent in early 2024 to nearly 70 percent by late 2025. The improvement, driven by optimized model performance, reduced reliance on rented computing resources, and the introduction of premium subscription tiers, underscores......
Japan has unveiled a five-year plan to invest around 1 trillion yen (approximately $6.34 billion) in a new artificial intelligence venture, positioning itself among global powers seeking control over the technological and economic foundations of AI infrastructure. The initiative, backed by SoftBank and......
Microsoft has unveiled a transformative $17.5 billion investment in India, marking its largest in Asia to date. This ambitious commitment aims to advance India's cloud and artificial intelligence (AI) infrastructure, workforce skilling, and digital sovereignty from 2026 to 2029. The initiative builds......
Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......
China’s accelerating capacity to build massive artificial intelligence infrastructure is emerging as a key factor that could tip the global AI race, according to Nvidia CEO Jensen Huang. Despite the United States’ continued dominance in advanced chip technology, Huang cautioned that China’s......
OpenAI and Google have simultaneously imposed tighter restrictions on free access to their most popular AI tools in response to soaring infrastructure costs. This shift marks a departure from previous periods of subsidized free usage toward encouraging paid subscriptions as demand overwhelms server capacities.......
Alphabet has surged past Microsoft to claim the position of the world’s third-largest company by market capitalization, reaching approximately $3.58 trillion compared to Microsoft’s $3.52 trillion. This milestone marks a significant shift in the tech landscape as Alphabet’s shares have......
Nvidia CEO Jensen Huang expressed frustration over the lukewarm market reaction to the company’s record-breaking third-quarter earnings, which reported $57 billion in revenue, up 62% from the previous year. Despite surpassing Wall Street expectations, including a forecasted $65 billion......
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