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’s recent innovations in low-precision NVFP4 training, 25G Ethernet network scaling, and sandboxing for agentic AI workflows signal a comprehensive evolution in AI infrastructure. These advancem...
This analysis examines how edge and micro data centers are transforming AI infrastructure by prioritizing power efficiency, integrating connectivity, and innovating cooling solutions to meet real-time...
The rapid expansion of AI workloads is intensifying strain on U.S. power grids and driving innovation in data center infrastructure, particularly in cooling and semiconductor manufacturing. This analy...
On March 4, 2026, seven major AI and hyperscale cloud companies pledged to fully fund new electricity generation and grid infrastructure upgrades needed to support their expanding US data centers. Bro...
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 Mesh argues that Broadcom is poised to challenge NVIDIA’s AI dominance, a development vital for fostering innovation and architectural diversity in AI infrastructure. Broadcom’s integrated approac...
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. ...
NVIDIA’s NVFP4 low-precision format is driving significant efficiency gains in AI training and inference. From speeding up long-context training in JAX/XLA to boosting sovereign AI inference and cutti...
The Mesh argues that floating wind energy is essential for powering AI data centers sustainably amid rising electricity demands and climate concerns. Despite challenges like intermittency and upfront ...