#AI infrastructure
23 stories taggedAI infrastructure.
AMD Is Betting Up to $5 Billion on Anthropic and Its Claude AI
The chipmaker will supply massive computing power to the maker of Claude, and in return will use Claude to help write its own software.
AMD's Helios Takes On Nvidia: Microsoft Joins the Queue for a New AI Supercomputer
AMD is shipping its first rack-scale AI system to Microsoft, Meta, OpenAI and others. It is the most serious challenge to Nvidia's grip on the data centre market in years, but the price tag and software gap are real hurdles.
Google Is Building a Chip Designed Specifically for Its Gemini AI
A new processor, codenamed 'Frozen v2', could deliver up to ten times the output per watt of Google's current AI chips. The catch: it only works if Google keeps building Gemini the same way.
AI Data Centers Will Devour a Fifth of All U.S. Electricity by 2035
A new BloombergNEF report puts the power demand from AI computing on a collision course with an already-strained American electrical grid. Here is what that means for your energy bill.
The secret ingredient keeping AI running: advanced materials science
Chips and software grab the headlines, but a quieter race is under way in the labs developing the physical materials that let AI hardware exist at all.
Living next to a data centre: what UK residents are actually experiencing
Across Britain, roughly 450 large data centres hum away in industrial estates and on the edges of towns. The people living nearby are starting to talk about what that means for their daily lives.
Google Is Building a New AI Chip That Could Cut Power Costs Tenfold
A chip codenamed 'Frozen v2' is reportedly 6 to 10 times more efficient than Google's current hardware. If it delivers, it could meaningfully reduce what it costs to run Gemini, Google's family of AI models.
The hidden plumbing that connects AI to your apps just got easier to use
A key technical standard called the Model Context Protocol is being updated to make it simpler for AI tools to plug into calendars, databases, and business software without custom engineering work.
Microsoft plugs AMD's newest chips into Azure to handle the AI compute crunch
Three new virtual machine types land in Microsoft's cloud, each built around AMD's latest processors and aimed at a different piece of the AI workload puzzle.
Fireworks AI hits $17.5 billion valuation as companies hunt for cheaper alternatives to OpenAI and Anthropic
The cloud startup, backed by Nvidia, now handles more AI traffic per day than Google's own developer tools. Its pitch: specialist models at a fraction of the cost of the big labs.
Apple passes Nvidia to become the world's most valuable company again
A 3.5% drop in Nvidia's share price on Friday was enough to hand Apple back the top spot, and it signals that Wall Street is starting to question whether the AI spending boom can keep going at its current pace.
A $400 Million Bet That Cheaper AI Chips Will Win
A startup called General Compute just borrowed $400 million to build a cloud service around a less-expensive type of AI chip. The deal may signal a turning point away from the pricey hardware that dominates AI today.
The Electricity Problem at the Heart of Modern AI
Every AI data centre runs on a fixed power budget. The company that squeezes the most useful work out of each watt wins. Here is what that means in plain English.
Energy IPOs Are Breaking Records Because AI Needs So Much Power
Investors poured $12.6 billion into energy company stock offerings in the first half of 2025 alone, more than any six-month period since the dot-com peak in 1999. The reason: AI data centres are hungry for electricity, and someone has to supply it.
Trump Demands New York Scrap Its Datacenter Freeze 'Immediately'
New York became the first US state to pause construction of large datacenters. The president wants the order reversed before the ink is dry.