AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
Meta Plans to Monetize Excess AI Compute Power with Cloud Infrastructure Business
Meta is developing a cloud infrastructure business to sell access to its excess AI compute power and models, following a trend set by SpaceX. The move aims to generate revenue from its massive AI infrastructure investments and compete with major cloud providers like Amazon, Microsoft, and Google.
Oracle's AI Infrastructure Rush: $70 Billion, $455 Billion Contracts, and a Leap into the Deep End
Oracle is spending $70 billion in reported capex (and an effective $455B in contracted obligations) to build AI datacenters, betting it can outpace rivals in infrastructure speed and scale. Here’s what that means for its balance sheet, margins, and who ends up paying the tab.
The Datacenter That Won't Sink: Why Waterborne Compute Is Making a Comeback
From China's offshore wind-powered underwater facility to Microsoft's surprisingly low-failure Project Natick, from Nautilus Data's operational barges to Panthalassa's wave-powered deep-ocean structures — waterborne datacenters are no longer a novelty. Here's the full landscape of why operators are dipping back into the water, what actually works, and where the hard limits lie.
Cloud Repatriation: The Shift from Hyperscale Cloud to Dedicated Infrastructure
Explore the driving forces behind cloud repatriation, including cost, performance, compliance, control, and portability pressures, and understand why enterprises are moving workloads from hyperscale cloud to dedicated infrastructure.
Dragonfly and the C1000: Qualcomm's Datacenter Gamble
Qualcomm is making a significant push into the datacenter market with its Dragonfly compute platform, aiming to deliver lower total cost of ownership and better performance per watt. The company's C1000 CPU and High-Bandwidth Compute (HBC) technology are set to revolutionize AI datacenters.
Google Cloud Summit London 2026: AI-Driven Databases and the Future of Data Interaction
At the Google Cloud Summit in London, executives discussed the shift towards AI-driven databases, inexact queries, and the role of agents in data platforms. Key announcements included advancements in Spanner, AlloyDB, and BigQuery, as well as the integration of AI functions and the evolution of the Knowledge Catalog.
EU Datacenter Rules Likely to Ease, Let Operators Buy Offsets Farther Afield
The European Commission appears poised to back down on its strict regional limits for carbon offsets in datacenter sustainability ratings, opening the door for operators to shop across borders for green energy credits — and sparking fierce debate over whether this weakens climate accountability.
Anthropic's Mythos Model: Power Unleashed with New Guardrails
Anthropic has released its Mythos model, previously deemed too dangerous for public release, with enhanced safety measures and a revised data retention policy.
Samsung’s Floating Datacenter Bet: A 2028 Deadline for Seaborne AI Infrastructure
Samsung Heavy Industries is racing toward a 2028 launch for its first purpose-built floating datacenter, partnering with Capital Clean Energy Carriers and Lloyd’s Register to build offshore compute farms cooled by seawater and powered—tentatively—by shore-based grids. Here’s what makes this race different, why it might actually work this time, and where the real bottlenecks lie.
Infrastructure Firm EVTV Finalises Merger with Azio AI
Envirotech Vehicles (NASDAQ: EVTV) has completed its merger with Azio AI, marking a strategic pivot toward modular off-grid data centers and GPU compute infrastructure in South Texas.
Beyond the Hype: Why SEO Remains the Essential Infrastructure for AI Search Success
Generative search engines aren't magic databases. They are probabilistic text calculators fed by the same crawling infrastructure SEOs have built and maintained for decades.
Beyond Keywords: How Entity Authority and Knowledge Graph Optimization Drive Sustainable Traffic
Explore how moving beyond keyword-based content strategies toward entity-focused topical authority helps publishers maintain visibility and secure AI Overview citations in a changing search landscape.