AI infrastructure
13 articles tagged AI infrastructure, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
Tariff Inflation Is a Power-and-Silicon Tax on AI Infrastructure
New tariff rounds aren't just a consumer-price story. For hyperscalers building AI campuses, they reprice every layer of the hardware stack simultaneously.
GEV Drops on Q2 Miss While CEO Says Data Center Orders Already Doubled 2025
GE Vernova beat on revenue and raised guidance, but EPS came in light. The CEO's data center order disclosure is the number that matters.
Rambus Fell 28% From Its June High — The Memory-Interface Toll Booth Is On Sale at 24x
Wall Street is warming back to Rambus at $100.85 with a $109.40 target. Every DDR5 module and HBM stack in an AI server pays its interface silicon — and memory...
China May Export-Control Its Own AI Models — The Cheap-Token Era Just Got Policy Risk
Beijing is weighing export restrictions on Chinese AI models and chips, per an FT report. Days after Moonshot's Kimi triggered a chip selloff, the global floor...
The KV Cache Wall Just Made NAND the AI Bottleneck — And Samsung's V10 Is the Relief Valve
Nvidia's GPUs are choking on key-value cache data. Samsung's V10 NAND for next-generation CMX storage moves the constraint from compute to memory tiering — and...
Salesforce vs. Dell Is the Wrong Debate: The AI Bill of Materials Picks the Winner
Weekend coverage framed 2026's tech choice as Salesforce against Dell. The real answer sits upstream, where memory supply and grid power set the margin structur...
Moonshot Targets a $30B Hong Kong IPO While US Data Centers Hit a Permitting Wall
Moonshot AI plans a Hong Kong listing within six months at a $30 billion target valuation. Capital is chasing the cheap end of the model cost curve just as US c...
Kimi K3 Tops the Coding Rankings: The Crash Question for Tech Is Now an Inference Question
Moonshot AI's Kimi K3 hit the top of a watched AI coding leaderboard within hours of release. Whether tech's earnings-driven rally survives a correction now dep...
CXMT's $8.5B DRAM Bet: China Wants the Memory Layer That Feeds Every AI Rack
ChangXin Memory is raising $8.5 billion to expand DRAM capacity and chase the Big Three. The bottleneck for AI infrastructure sits in memory, and China is spend...
20x Output and a 5.15 GWh Line: The Energy Layer Is Where Tech Capacity Is Getting Poured
Waaree ESS commissioned a 5.15 GWh battery container plant en route to 20 GWh, while a graphene maker lifted output twentyfold on record orders. The stack's pow...
From MiCA to DWDM: Four Signals the Tech Stack Is Entering Its Institutional Phase
Europe's crypto rulebook just thinned the field to 280 licensed firms, Brussels is sizing up optical capacity, and Beijing is training the AI workforce. The bui...
The Talent Bill of Materials: China Adds 27 AI Majors as the Skills Bottleneck Comes Into Focus
Beijing is retooling its vocational pipeline for AI and humanoid robotics while automakers experiment with proprietary tokens. The scarce input is shifting from...
AI's Weak Link Moves Downstream: IDC Flags Rising Failure Risk in the Data Center
IDC's new white paper warns that AI workloads are stressing data center infrastructure faster than operators can harden it. The bottleneck is migrating from chi...