Keywords: AI Infrastructure
The two most valuable AI startups in the world are running into the same wall: there is not enough computing power to meet the surging demand for their products. In interviews published this week, OpenAI executives described the constraints now shaping company strategy, while Anthropic has moved to cap......
Asia's artificial intelligence ambitions face a significant test as the conflict in Iran drives up energy prices, strains supply chains, and raises production costs across the region's semiconductor industry, even as chip exports reach historic highs. South Korea's semiconductor exports......
The first quarter of 2026 has proven punishing for the technology sector as investors revolt against the scale of artificial intelligence infrastructure spending. Alphabet, Microsoft, Meta, Amazon and Oracle have all seen their shares fall sharply, with the collective capital expenditure plans of the......
AMD has named Samsung Electronics as its primary supplier of next generation HBM4 memory for its upcoming AI accelerators, deepening ties as competition intensifies in high performance semiconductor infrastructure. Chief executive Lisa Su traveled to South Korea for the first time since taking the role......
A video clip of OpenAI chief executive Sam Altman describing artificial intelligence as a metered utility has spread widely online, reigniting debate about how access to advanced AI should be controlled and priced. Altman made the remarks during a conversation with Global Infrastructure Partners chief......
OpenAI has secured a record breaking 110 billion dollars in new funding, more than doubling the size of its previous capital raise and cementing its position at the center of the artificial intelligence race. The deal values the ChatGPT maker at 730 billion dollars before the new money, placing it among......
China has announced bold initiatives to launch space tourism and gigawatt-scale orbital data centers for artificial intelligence within the next five years, escalating its rivalry with the United States in what both view as the next arena for commercial and strategic supremacy. State media reported that......
Micron Technology has issued a stark warning that a global memory chip shortage has reached unprecedented levels and will persist beyond 2026. Surging demand for AI infrastructure is overwhelming production capacity, sidelining consumer electronics in the process. Manish Bhatia, Micron's executive......
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......
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