AI infrastructure
27 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.
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...