Stories tagged “Ai Infrastructure.”
25 stories
Shanghai has unveiled a five-year plan to significantly boost its digital economy, focusing on blockchain technology and AI infrastructure to compete with leading tech hubs like Beijing and Shenzhen.
Databricks raised $5 billion, surpassing a $7 billion revenue run rate, while River AI raised $1.1 billion for AI reinforcement learning. Other notable funding rounds include Form Energy, Neros Technologies, CodeRabbit, and Point2 Technology.
Indonesia has launched its first university-based AI technology center, the UGM Indosat NVIDIA AI Technology Center, to develop AI that addresses the country's most urgent national priorities.
South Korea bets on industrial policy again
South Korea is pursuing a new wave of state-led industrial policy to compete at the technological frontier, but faces far greater uncertainty and constraints than during its earlier industrialization drives.
SpaceX's inaugural quarterly report revealed revenue nearly doubled to $7.8bn, but spending surged over 550% to $18.3bn, resulting in a $2bn net loss in the first half of the year, causing its stock to fall.
Michael Burry, a well-known investor, has expressed his skepticism about the current stock market rally, warning that it could end in a sharp sell-off reminiscent of the 1987 stock-market crash. He has maintained his short positions in several companies, including Micron,…
NVIDIA is participating in the U.S. National Science Foundation’s State and Regional Artificial Intelligence Infrastructure Hubs program to expand access to AI infrastructure, software, educational resources, and technical support needed for AI-enabled research and educat…
Amazon, Microsoft, and Alphabet's cloud computing stocks are undervalued due to investors' concerns about their AI infrastructure spending. However, Amazon CEO Andy Jassy's comments on the economics of the cloud business model have convinced the market of the lucrative re…
The article discusses the importance of maximizing GPU utilization in AI infrastructure, highlighting the need for efficient use of resources. It explores the concept of AI Infra, a four-layer architecture that includes energy infrastructure, hardware, system software, an…
MARA Holdings is transitioning from a leveraged Bitcoin miner to an energy and digital infrastructure company with a 4.8GW power pipeline. The company trades at $12.68, well below its 52-week high and consensus targets, despite assembling premium power assets and forming …
GE Vernova's wind segment revenue decreased 10% in the second quarter, but the company's total revenue grew 22% with an 88% jump in orders. The power and electrification divisions are leading GE Vernova's incredible growth.
AMD launched its first full AI infrastructure rack solution, Helios, powered by 6th generation Epyc CPUs, Instinct MI455 datacenter GPUs, and Pensando networking chips. The company also announced a new version of its software stack, ROCm.ai, and made several PC and roboti…
Meta Platforms is expected to announce a cloud computing business on July 29, which could be a big cash cow for the social media giant. Investors are anticipating an announcement at its earnings call next week.
NVIDIA has brought one of the world's most powerful AI platforms online at the Naval Postgraduate School in Monterey, California. The NVIDIA DGX GB300 supercomputer will give students, researchers, and faculty access to large-scale AI computing for applications in weather…
NVIDIA Spectrum-6, a 102.4-terabit-per-second Ethernet switch system, is arriving in the world's most advanced AI factories. This marks a significant milestone in networking for AI, enabling faster training and deployment of AI models.
Jim Cramer suggests that investors may want to trim their position in Seagate Technology (STX) after its impressive comeback, citing the need to lock in profits and rebalance their portfolio.
Copper miner ETFs remain long-term 'buy' opportunities due to a persistent structural supply-demand imbalance. Electrification, grid expansion, and AI infrastructure are driving robust copper demand, while mine supply remains increasingly inelastic and slow to respond.
The BNY Mellon Appreciation Fund underperformed the S&P 500 Index in Q2 2026 due to negative stock selection in information technology and industrials sectors, despite positive contributions from communication services and underweighted consumer staples and health care.
The bottleneck for AI agents isn’t the model anymore. It’s the context layer.
The bottleneck for AI agents isn't the model anymore. It's the context layer. The New Stack explores the shift in focus from model development to context layer infrastructure.
Three semiconductor stocks, Nvidia, Advanced Micro Devices, and Broadcom, are favored by analysts for their growth opportunities in the AI infrastructure space.
Ashton Kutcher is departing Sound Ventures, the firm he co-founded, to launch a new venture capital firm with Morgan Beller, focusing on early-stage investments in AI infrastructure, energy, and deep tech startups. This move signals a strategic shift in investment focus w…
OpenAI Unveils Custom Chip Designed with Broadcom to Boost Its AI Infrastructure
OpenAI has unveiled its first custom chip, Jalapeño, designed with Broadcom to improve its AI infrastructure. The chip is expected to be deployed by the end of the year and will be used for inference workloads.
The iShares U.S. Telecommunications ETF is a buy due to its stable cash flows and dividend income potential. IYZ's top holdings anchor the fund with durable networks, benefiting from AI infrastructure and fiber expansion.
YC's Demo Day featured 11 standout startups, including 9 Mothers, Agra Labs, and Adialante, which caught the attention of VCs with their innovative solutions. These startups have raised significant funding and are valued highly.
NVIDIA says Taiwan's manufacturers are using its AI stack to build Vera Rubin infrastructure and improve their own factory operations.