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AMD announced it has surpassed its interim energy efficiency targets for AI rack-scale systems, achieving a fourfold improvement since 2024 as it pursues a 20-fold gain by 2030.
Computer scientist Oren Etzioni published a detailed breakdown of core AI technical and market terminology, clarifying essential distinctions across compute costs, access models, and system capabilities.
Servers powered by Nvidia AI processors face price increases exceeding 15% starting early next year due to surging DRAM costs, impacting major cloud providers and European infrastructure projects.
Dell Technologies founder Michael Dell posted a short video referencing the iconic 'Dell Dude' ad campaign to poke fun at the company's dramatic shift toward enterprise AI server infrastructure.
Alphabet Inc. has raised its 2026 capital expenditure target to between $195 billion and $205 billion, fueled by rapid expansion in its Google Cloud division and escalating hardware requirements for artificial intelligence.
Silicon Data has secured $30 million in Series A funding to establish a reference price index for GPU rentals, paving the way for Wall Street compute futures contracts on the CME.
SpaceX shares have dropped 35% from their post-IPO peak to trade near $146, leaving the aerospace and AI infrastructure company with a $1.9 trillion valuation that analysts warn may face pressure amid lofty expectations.
Iren has officially delivered its 50-megawatt Horizon 1 data center facility to tenant Microsoft, validating its execution capability and establishing a key revenue pipeline as the company aims for $4 billion in annual recurring revenue by 2026.
A summer decline in artificial intelligence infrastructure stocks was driven primarily by forced liquidations rather than weakening business performance. Key players including Nvidia, CoreWeave, and Nebius have shown signs of rebound as underlying hardware valuations and corporate earnings remain resilient.
Early investors in Canva have marked down the company's valuation by $7.1 billion to $34.9 billion following lower revenue growth expectations driven by high artificial intelligence inference costs.
The chip company is rebuilding and scaling its cloud business after a major licensing and talent agreement with Nvidia.
The company is assembling distributed GPU capacity into a platform that lets developers choose models, hardware and deployment locations.
The San Jose chip startup is betting that a shorter, vertical path for electricity can remove a growing bottleneck inside high-performance AI systems.
