Super Micro Computer Inc. reported a strong Q4 earnings beat and issued $12.5 billion revenue guidance, while unveiling plans to power AI data centers with nuclear energy. This initiative aligns with ...
Super Micro Computer Inc. reported a strong Q1 2026 earnings beat and raised its Q4 revenue forecast to $12.5 billion, driven by growing demand for AI infrastructure. The company also announced plans ...
The AI industry's fixation on raw compute power overlooks critical architectural bottlenecks in memory and I/O that limit agentic AI’s potential. This opinion piece argues for a holistic chip design a...
Chinese AI startup Moonshot AI closed a $2 billion funding round in May 2026, raising its valuation above $20 billion and becoming the top-funded large language model company in China. The investment ...
Flex announced plans to spin off a new company focused on power delivery and thermal management solutions for hyperscale AI data centers. This move aims to meet the growing infrastructure demands driv...
Flex has launched a dedicated AI infrastructure company to address the unique power and thermal management challenges of hyperscale data centers. The new entity will focus on customized solutions opti...
In 2026, AI infrastructure is being reshaped by strategic consolidation and innovation among chipmakers Nvidia, AMD, and Intel. Nvidia pursues vertical integration with a $2 billion Marvell investment...
Chinese AI laboratory DeepSeek has secured its first investment round, reaching a $45 billion valuation. The funding highlights growing investor interest in AI infrastructure innovations outside Weste...
On May 6, 2026, Argyll and SambaNova Systems launched a sovereign AI cloud service in the UK to provide localized AI infrastructure compliant with data sovereignty laws. The service targets government...
Cerebras Systems has filed for an IPO to raise up to $26.6 billion, aiming to expand its AI chip business and challenge Nvidia's dominance. The company’s wafer-scale engine technology, supported by it...