Seven leading AI hyperscalers have committed to jointly funding power generation and grid upgrades to address the growing electricity demands of AI data centers. This analysis explores how this invest...
The pledge by seven major AI hyperscalers to directly invest in power generation and grid upgrades marks a strategic shift addressing critical energy bottlenecks for AI infrastructure scaling. This an...
Marvell Technology’s recent strong Q1 results highlight a growing trend in AI chip design: hardware specialization. Unlike competitors who lean on software optimization, Marvell focuses on custom sili...
Marvell Technology reported first quarter revenue surpassing analyst estimates, driven by increased demand for AI-focused data center infrastructure from major cloud providers. The company benefits fr...
NVIDIA has announced a significant breakthrough in its hardware-software co-design efforts, resulting in a substantial inference boost for Sarvam AI’s sovereign models. The industry has responded posi...
Seven major AI hyperscalers have pledged—facilitated by the White House—to fully fund new power generation and grid upgrades to meet AI’s growing energy demands. This move signals a shift toward corpo...
Hyperscale cloud providers are directly investing billions in power generation and grid upgrades to meet soaring AI data center electricity demands, signaling a shift from traditional utility-led grid...
The AI industry’s capital spending is set to more than double in 2026, signaling a new infrastructure supercycle. This surge reflects deep changes in hardware, networking, and power systems to meet AI...
The surge in AI data center electricity consumption is prompting hyperscale cloud providers to directly invest in new power generation and grid infrastructure, transforming the U.S. energy landscape. ...
AMD has joined Meta and six other major AI companies in a White House-facilitated agreement to invest in new power generation and electrical grid upgrades. The pact addresses rising electricity demand...