Tesla’s Terafab Project aims to build the largest semiconductor fabrication plant, but this ambitious move risks destabilizing the AI chip supply chain due to Tesla’s lack of fabrication experience. W...
Anthropic has launched an agentic version of its AI assistant Claude that can autonomously operate computers and execute complex software tasks, including running Photoshop workflows. Available to sel...
AI infrastructure is evolving rapidly with breakthroughs in agentic AI, specialized chips like Arm’s AGI CPU, and persistent power challenges. These developments are pushing data centers toward more f...
The rapid growth of AI workloads in 2026 is challenging data center power infrastructure and semiconductor supply chains, creating strategic bottlenecks. Prolonged chip shortages, grid reliability ris...
Epic Microsystems raised $21 million in March 2026 to advance power delivery systems for AI chips, highlighting growing investor interest in AI hardware infrastructure beyond processors. Led by Seligm...
Meta’s decision to cut 20% of its workforce to fund AI infrastructure investments reveals a flawed strategy that undervalues the indispensable role of talent in AI innovation. This opinion piece argue...
Gimlet Labs has raised $80 million in a Series A round to develop technology enabling AI inference workloads to run simultaneously across multiple chip architectures. This platform addresses a key bot...
Fujikura plans to triple its optical fiber production over the next two years to meet growing demand from U.S. AI data centers, aiming to ease supply constraints and support high-speed network infrast...
Elon Musk announced the Terafab project on March 22, 2026, aiming to increase global AI chip production capacity by 50 times through new semiconductor fabrication plants. The initiative seeks to addre...
Elon Musk announced the Terafab project on March 22, 2026, to design and manufacture proprietary AI chips with in-house fabrication capabilities. This vertical integration aims to reduce supply chain ...