Startups
Nvidia in talks to give credit support for Nscale's deal with Anthropic
Nvidia is reportedly discussing providing billions of dollars in credit guarantees to Nscale to support a data center for Anthropic.
Topic
#Ai Infrastructure
Stories tagged by our AI curator.
AI
What Google and Reddit's bad days have in common
Despite the release of the high-performing Gemini 4 Carbon model, Alphabet suffered a massive stock drop due to investor concerns over AI spending.
AI
Alphabet’s AI commitments pass $1tn, its quarterly filing shows
Alphabet's quarterly filing reveals future commitments for data centers, energy, and computing exceeding $1 trillion.
AI
India’s new-age manufacturers to benefit from $3 trillion global AI investment cycle: Avendus Capital
Avendus Capital reports that India's new-age manufacturing sector is well-positioned to benefit from a $3 trillion global AI investment cycle.
Enterprise
HPE puts storage to work on AI’s expensive memory problem
HPE is using Alletra Storage MP X10000 to address GPU memory limitations by offloading inference state.
Enterprise
Synology solution day 2026 to focus on data infrastructure for AI adoption
Synology will hold its Solution Day 2026 in Mumbai to discuss data infrastructure for AI adoption.
Enterprise
India is building its AI factories. Siemens sees a once-in-a-generation growth story
Siemens identifies significant growth opportunities in India as the country expands its AI factories and data center capacity.
Enterprise
Microsoft Azure revenue surges 48% to $33.2B, beating expectations as cloud and AI demand grows
Microsoft's Azure cloud platform generated $33.2 billion in quarterly revenue, up 48% year-over-year, driven by strong demand for cloud and AI services.
AI
Altera unveils Agilex 2X, betting on AI developers to expand programmable computing
Altera announced the Agilex 2X portfolio of field-programmable gate arrays and system-on-chip devices designed for AI infrastructure, robotics, and edge systems.
Enterprise
Oracle will sell Google’s TPUs in its cloud and put ChatGPT in its apps
Oracle will offer Google's TPUs on its cloud platform starting 2027 and integrate OpenAI's ChatGPT into its business software, expanding AI capabilities across its product suite.
AI
GitHub Expands Infra With 4 Mn Cores, Debuts Copilot Fusion for Multi-Model Routing
GitHub is expanding its infrastructure by 4 million CPU cores and 160 petabytes of storage while launching Copilot Fusion, an intelligent routing system that selects the optimal AI model based on task difficulty and cost-performance tradeoffs.
Enterprise
Amazon earnings preview: AWS is booked up, and Wall Street wants to know what comes next
Amazon reports strong AWS demand driven by AI labs like Anthropic and OpenAI, with capacity largely booked through 2028 despite planned $220 billion capex spending.
Enterprise
L&T’s Vyoma.AI Breaks Ground on 52 MW Data Centre in Chennai
L&T's Vyoma.AI breaks ground on a 52 MW AI-ready data centre in Chennai as part of its gigawatt-scale expansion plan across India.
Policy
Industry Wants Faster Approvals and Cheaper Power in India’s Data Centre Policy
India is developing a dedicated data centre policy to support AI infrastructure expansion while balancing power availability and local concerns. The government expects $200 billion in investment as capacity is forecast to reach 8 GW by 2030.
Enterprise
How data centers are inspiring bipartisanship
Political opposition to data centers in the U.S. is creating unusual cross-party coalitions, driven by concerns over energy use, land use, and environmental costs despite their role in AI infrastructure.
Startups
Finding India’s Next AI Goldmine
India's AI ecosystem faces investor skepticism on hardware and deeptech, but opportunities emerge in specialized AI infrastructure layers beyond raw compute power.
Enterprise
SK Hynix says memory shortages to persist until 2030
SK Hynix predicts memory shortages will persist through 2030, driven by AI adoption and infrastructure investment, positioning the company to boost profits despite capacity constraints.
Enterprise
Oracle Expands AI Compute Options With NVIDIA, Google TPUs and Cerebras
Oracle announced expansion of its AI compute capabilities on its cloud platform, adding NVIDIA GPUs, Google TPUs and Cerebras inference technology alongside existing infrastructure.