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AI Infrastructure

AI Infrastructure

GPUs, silicon, data centres and the data platforms underneath.

ai in automotive partnershipsJun 30, 20265 min

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 reportJun 30, 20265 min

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.

ai strategyJun 30, 20266 min

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.

ai hardware custom chipsJun 29, 20266 min

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.

ocean monitoring environmental infrastructureJun 29, 20263 min

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.

health aiJun 29, 20264 min

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.

cryptojacking gpu malwareJun 29, 20263 min

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.

ai water use sustainabilityJun 29, 20265 min

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.

ai talent poaching licensing dealsJun 29, 20263 min

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.

health aiJun 29, 20265 min

NVIDIA Is Training Its Healthcare AI Inside Abridge's Patient Conversations

NVIDIA and Abridge are co-developing a foundation model trained on real physician-patient conversations captured across 100 health systems — and the consent-law implications are just getting started.

ai consumer hardware chipsJun 28, 20264 min

Nvidia's Strategic Pivot: From Consumer GPU Giant to ARM-Powered PC Competitor

How Nvidia's RTX Spark SoC signals the company’s shift from gaming GPUs to unified AI hardware—where consumer PCs become one more channel for its data center–grade compute.

ai national securityJun 28, 20265 min

Glucosamine Supplement Linked to Accelerated Alzheimer's Progression

A new University of Florida study finds glucosamine supplements may increase the risk of progressing from mild cognitive impairment to Alzheimer's disease by 25% through hyper-activation of the hexosamine biosynthesis pathway in the brain.