AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
Google and Blackstone Forge a $5 Billion AI Compute Empire — And It Changes Everything for AI Startups
Google and Blackstone are launching a $5 billion joint venture to build TPU-powered cloud infrastructure, creating a new path for startups and enterprises to access AI compute without direct hyperscaler contracts.
The $2 Billion Quantum Gambit: How the U.S. Government Turned a Semiconductor Law into a Venture Capital Play
An analysis of the controversial $2 billion quantum investment, the birth of Anderon, and whether a quantum foundry is a strategic necessity—or a taxpayer-funded gamble.
Wayve Emerges as Go-To Partner for Traditional Automakers Chasing Silicon Valley
Wayve is rapidly becoming the preferred AI driving partner for legacy automakers seeking to accelerate autonomous development without building in-house capabilities, positioning itself as the bridge between automotive engineering and Silicon Valley innovation.
Rocket Report: Nova’s Big Step, SpaceX’s $1.75T Gamble, and the Quiet Crisis in U.S. Launch Infrastructure
Edition 8.45 of the Rocket Report: Stoke Space’s Nova clears structural tests, SpaceX’s IPO reveals its true nature as an AI infrastructure play, and the U.S. launch system is fraying at the seams—while offshore launch and international sites quietly fill the gaps.
The Multi-Trillion Dollar Question: Why AI Infrastructure Spending Still Lacks ROI
Companies have poured trillions into AI infrastructure, yet significant business value remains elusive for the vast majority. This article explores the disconnect between massive technology investment and tangible financial outcomes, examining why traditional ROI frameworks for tech may be failing in the AI era.
Microsoft Surface Laptop Ultra Leads Wave of Nvidia RTX Spark Arm PCs from Major PC Makers
Major PC manufacturers including Dell, Asus, Lenovo, HP, MSI, Acer, and Gigabyte are designing systems around Nvidia's new RTX Spark Arm-based chip for Windows PCs, with Microsoft's Surface Laptop Ultra emerging as the flagship model featuring up to 128GB unified memory and a Blackwell GPU.
OpenAI's Jalapeño Chip and the End of Nvidia's Monopoly Era
OpenAI and Broadcom unveiled Jalapeño, a custom inference chip designed for LLM workloads, as part of a growing industry trend where major tech companies build their own silicon to reduce reliance on single suppliers like Nvidia.
They Shut Down the Ocean’s Nervous System—Then Panicked
The Trump administration tried to dismantle a $350M ocean monitoring network in May 2026. The Senate stopped them. But the damage? Still unknown.
Nvidia and Abridge Collaborate to Build Specialized Clinical Conversation AI Models
Nvidia partners with Abridge to leverage generative AI in creating a model specifically tailored for healthcare clinical conversations.
They’re Not Stealing Your CPU—They’re Stealing Your GPU
A coordinated cyber campaign is exploiting SEO poisoning and AI chatbot interfaces to distribute GPU mining malware, targeting systems with high-performance computing resources for unauthorized cryptocurrency mining.
Nvidia’s New Cooling System Cuts Water Use — But Doesn’t Fix AI’s Bigger Water Problem
Nvidia unveiled a new liquid cooling system that reduces water consumption in data centers, but experts warn it addresses only a symptom, not the root cause of AI's unsustainable water footprint.
After Losing Its CEO and Core IP to NVIDIA, Groq Bets on a Cloud Pivot
How AI chipmaker Groq survived NVIDIA's $20B not-acqui-hire deal — losing its founder-CEO and LPU technology — by raising $650M, hiring new leadership, and pivoting to a global inference cloud service.