Compute
Expert analysis on Compute and core digital infrastructure: semiconductors, GPU supply chains, global data centers, and cloud computing strategies.
Tech Giants Explore Lunar and Orbital AI Data Centers
Technology leaders are reportedly exploring the feasibility of establishing artificial intelligence (AI) data centres in orbit and on the Moon....
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Softbank to Invest Up to $3b in EV Plant for OpenAI Data
SoftBank Group is reportedly considering an investment of up to $3 billion to retool an electric vehicle (EV) plant in...
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Fabric8labs Secures $50 Million for Advanced Chip Cooling Technology
Fabric8Labs has secured $50 million in Series B funding. The round was led by NEA and Intel Capital, with participation...
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INF Tech Accessed NVIDIA Chips via Indonesian Data Center Despite US Controls
An investigation by The Wall Street Journal has identified a supply chain allegedly used by Shanghai-based AI firm INF Tech...
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Microsoft Details AI Strategy Including OpenAI and Maia Chip Investments
Microsoft has re-prioritised its AI strategy, increasing demand for accelerated computing capacity and re-engaging with OpenAI. The company is pursuing...
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Anthropic Commits $50 Billion to US AI Infrastructure Expansion
Anthropic is planning a $50 billion investment in US artificial intelligence (AI) infrastructure. The initiative, in partnership with GPUs cloud...
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Sweet Security Raises $75 Million to Enhance Cloud Infrastructure Security
Sweet Security, a cloud security firm headquartered in Tel Aviv, has completed a $75 million Series B funding round. Evolution...
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Blue Owl Invests $3b in New Mexico Stargate Data Center Expansion
Blue Owl Capital has committed approximately $3 billion to a new data center in New Mexico, part of its strategy...
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Google Launches Private AI Compute Cloud Platform for Enhanced Security
Google has announced the launch of Private AI Compute, a new cloud platform designed to enhance the capabilities of AI...
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AMD Projects 35% Annual Revenue Growth Driven by AI Chip Demand
AMD's CEO, Lisa Su, announced that the company expects its annual revenue growth to exceed 35% over the next three...
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