Verda announced it will deploy Arm and Meta’s co-designed AGI CPU across its North American and European data centers by mid-2026, aiming to enhance AI performance and efficiency for agentic workloads. This marks a notable expansion of the specialized chip’s commercial adoption beyond Meta, signalin...
Tesla and SpaceX’s announcement of Terafab, a $25 billion semiconductor fab targeting 1 terawatt of AI compute annually, signals a potential paradigm shift in AI chip manufacturing. While the scale promises to alleviate supply constraints and accelerate innovation, significant technological and oper...
In 2026, AI infrastructure growth is increasingly constrained by energy supply challenges, prompting over $100 billion in investments into energy technologies and new utility models like 'bring your own power.' This analysis examines how these energy limitations are reshaping data center strategies,...
Power availability is becoming a pivotal constraint in AI infrastructure expansion, driving shifts in data center siting, cooling technology innovation, and a surge in energy-focused investments exceeding $100 billion. This analysis explores how AI’s growth is now deeply linked to sustainable energy...
Co-packaged optics combined with heterogeneous integration offer a transformative solution to the interconnect bottlenecks limiting AI infrastructure scalability. By increasing bandwidth density and improving energy efficiency, these technologies enable data centers to support larger AI workloads an...
In 2026, hyperscale cloud providers are dramatically increasing capital expenditures to build asset-heavy AI infrastructure, marking a strategic shift from their traditional asset-light models. This transformation reflects the specialized demands of AI workloads, with implications for cloud business...
On April 10, 2026, Nutanix announced an expansion of its agentic AI infrastructure to support neocloud deployments, enabling enterprises to deploy autonomous AI agents closer to data sources with impr...
SiFive raised $400 million in a Series G funding round to accelerate its development of CPUs optimized for agentic AI workloads, raising its valuation to $3.65 billion. The funding supports expanded R...
Meta has launched Muse Spark, a proprietary AI model that marks its departure from open-source AI development. This shift limits broad access to AI weights previously available through the Llama serie...
Agentic AI platforms are evolving rapidly, with NVIDIA, LangChain, and Alibaba each making significant moves in infrastructure, interoperability, and security. This blog explores how these development...
Power grid constraints in the U.S. are delaying new data center connections by up to five years, prompting AI infrastructure providers to adopt modular cooling technologies and smaller, distributed da...
SiFive has raised $400 million in a Series G funding round, increasing its valuation to $3.65 billion. The company plans to accelerate development of RISC-V-based CPUs optimized for agentic AI workloa...
Anthropic’s Claude Code offers a crucial AI-driven solution to modernize legacy software like COBOL, yet political debates on AI sovereignty threaten to overshadow this progress. This opinion piece ar...
Microsoft released an open-source security toolkit in March 2026 that enables enterprises to enforce runtime governance over autonomous AI agents. The toolkit provides real-time monitoring, policy enf...
ChipX announced plans to build a new semiconductor fabrication facility in Malaysia to increase production of photonics and power management chips for AI data centers. The move aims to meet rising AI ...
Chevron and Microsoft are in advanced talks to develop colocated energy generation assets adjacent to AI data centers, aiming to secure reliable and flexible power supplies amid rising electricity dem...