X-Energy, backed by Amazon, raised $1 billion in an IPO to fund deployment of advanced nuclear reactors designed to power AI data centers with clean, reliable energy. The company plans to build multip...
PJM Interconnection Receives Record 220GW of Grid Connection Requests After AI-Driven Process Reform
PJM Interconnection reported receiving a record 220GW of new grid connection requests after implementing an AI-enhanced interconnection process developed by Google-backed Tapestry. This reform aims to...
A Texas company pioneering nuclear-powered data centers is reportedly facing collapse due to financial difficulties, raising concerns about the viability of nuclear energy for AI infrastructure. Proje...
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...
Fabric.AI and Kopin Corporation announced a new MicroLED interconnect technology on March 25, 2026, aimed at advancing scalable, energy-efficient AI factory infrastructure. This technology improves si...
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 pr...
Kopin Corporation and Fabric.AI announced a microLED-based optical interconnect technology at the 2026 AWS conference, aiming to boost AI data center performance by increasing data throughput and redu...
Marvell Technology Group's stock price has rallied in early 2026 due to its strategic focus on custom AI chips and optical networking hardware. However, the stock faces resistance near $170 amid stron...
FortifAI launched the Nol8 FPGA on April 28, 2026, claiming it can replace up to 60,000 CPUs in AI data centers, offering significant improvements in performance and energy efficiency. The device’s pr...
In March 2026, Microsoft announced a strategic shift to prioritize AI compute resources on its Azure cloud platform, tightening supply and increasing prices for non-AI workloads. This move responds to...