Infrastructure
Data centres, interconnect, cloud platforms and the systems that host AI at scale.
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Meta sells up to $37.5bn of new shares to pay for AI, with NVIDIA putting in $3bn
Meta has priced up to $37.5bn of new stock to fund its AI spending, with NVIDIA investing $3bn and a further $60bn…
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Banks and Blackstone line up $63bn to buy Broadcom chips for Anthropic to lease
A new financing vehicle will buy Broadcom AI accelerators and networking gear and lease them to Anthropic, with deliveries due from 2027.
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OpenAI will sell its models through Google Cloud, with Microsoft still its main partner
OpenAI’s frontier models and Codex will arrive in Google Cloud’s Model Garden in the coming weeks, and Google customers will be able…
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Nvidia puts $250m of UK compute behind agentic safety research
Nvidia will donate compute it values at $250 million over five years to British research on agentic AI safety, with the provider…
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TSMC posts a record quarter, with 2nm already at 8% of wafer revenue
TSMC reported third-quarter revenue of NT$1,494.24 billion and said 2nm chips already make up 8% of wafer revenue, with 79% coming from…
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India opens bidding for up to 10,000 AI compute units
India’s latest compute tender asks for up to 10,000 accelerators in single-site clusters inside the country, with bids due on 29 October.
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NVIDIA hands its Vera Rubin rack designs to the Open Compute Project
NVIDIA has contributed its next-generation rack and compute tray designs to the Open Compute Project, letting customers and rivals build to the…
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Microsoft puts its own Maia silicon at the centre of inference from 2027
Microsoft has published specifications for Azure Maia 300 and said its in-house accelerators, rather than merchant GPUs, will carry the bulk of…
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Xiaomi publishes MiMo-V2.6 and the recipe for scaling its reinforcement learning
Xiaomi’s new MiMo-V2.6 report is a reinforcement learning scaling recipe, with open weights under an MIT licence and, unusually, no benchmark headline…
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TSMC September revenue up 54.6% on the year, and slightly down on August
TSMC reported September net revenue of NT$511.86bn, up 54.6% year on year but 0.6% below August, which is not the record month…