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Daily AI & tech news brief

Archive/hardware & infrastructure

⚡ Hardware & Infrastructure

AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.

258 articles

NewsNvidia bond sale

Nvidia joins AI borrowing frenzy with $25-million bond sale

Chipmaking giant Nvidia Corp. sold $25 billion of high-grade bonds, joining a wave of jumbo debt offerings from tech heavyweights as investors clamor to get... latimes.com

NewsNvidia bond sale

Nvidia to raise $25 billion in first corporate bond sale in five years

Nvidia said on Monday it would raise $25 billion through a U.S. bond issuance, as it taps ​the debt market to increase liquidity for the first time since... reuters.com

NewsNvidia finance/capital markets

Nvidia plans to raise at least $20 billion in its first debt sale since start of AI boom

Nvidia is set to raise capital in a debt sale for the first time since 2021, when the chipmaker was a fraction of its current size. cnbc.com

NewsAI infrastructure investment

NVIDIA, KKR Back Helix Platform to Accelerate Next-Gen AI Infrastructure Development

KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company... thefastmode.com

NewsChina AI chips/export controls

Exclusive: ByteDance in talks with China's Iluvatar CoreX to purchase AI chips, sources say

Chinese technology company ByteDance is in talks with Shanghai-based Iluvatar ‌CoreX to purchase AI chips for inference work and is also considering a... reuters.com

Newschip manufacturing investment

Applied Materials Invests $500 Million To Expand Singapore Manufacturing And R&D For AI Chip Demand

Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million)... pulse2.com

NewsAI chip deals

AMD Meta AI Chip Pact Puts Data Center Growth And Valuation In Focus

AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. finance.yahoo.com

NewsNVIDIA data center expansion/Australia

This AI Stock Is Australia’s Answer to CoreWeave. It Just Notched a Deal With Nvidia.

Sharon AI and Nvidia · NVDA. +0.13%. announced a six-year agreement on Friday to stand up 72 megawatts of new data-center capacity in Australia. barrons.com

NewsAI chip export controls/enforcement

Chinese National Gets 1 Year In AI Chip Export Scheme

A Chinese national was sentenced in California federal court Friday to one year and one day in prison for conspiring to unlawfully export to China computer... law360.com

NewsAI infrastructure investment

KKR launches $10 billion AI infrastructure company with Nvidia, Vistra

A KKR-led group on Thursday launched a new company with more than $10 billion in committed capital to finance ​the build-out of AI infrastructure,... reuters.com

NewsGoogle AI chip manufacturing

Google Turns to Samsung for Future AI Chip as Capacity Tightens

Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips, as the ongoing... theinformation.com

NewsAI cloud funding

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly

Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it... siliconangle.com

NewsAMD investment/cloud

AMD TensorWave Bet Ties AI Cloud Growth To Rich Valuation

AMD co-led a $350 million funding round in TensorWave, an AI cloud provider that uses only AMD hardware for its training clusters. The deal positions AMD... finance.yahoo.com

Policyexport controls

Taiwan weighs tighter rules for AI chip exports to China

Taiwan is considering broader AI chip export controls on China, including possible criminal penalties for smuggling advanced Nvidia-based hardware. upi.com

Newsdata center / OpenAI / Nvidia

OpenAI in Talks to Lease 10 Gigawatt Ohio Data Center with Backing From Nvidia

OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal land in Ohio as part of a deal that could include financial... theinformation.com

NewsNvidia / Apple / cloud compute

Nvidia Finally Lands Apple as an AI Customer. Why the Stock Is Dropping.

Nvidia stock falls. Apple is accessing Nvidia's hardware via the cloud-computing services of Google rather than buying the chips directly. barrons.com

Newsexport controls

Taiwan Mulls Curbs on AI Chip Exports to China to Align With US

Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar... bloomberg.com

NewsAI chip competition

Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix

Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage. cnbc.com

LaunchNvidia confidential computing / Apple Intelligence

NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute

NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC. blogs.nvidia.com

Newschip manufacturing capacity

Google and Nvidia Consider Intel as Backup Chip Manufacturer

TSMC's capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet overwhelming demand for its chip... theinformation.com