AI Infrastructure
GPUs, silicon, data centres and the data platforms underneath.
Qualcomm Bets on 3D-Stacked 'High-Bandwidth Compute' to Break the AI Memory Wall
As AI workloads shift toward memory-intensive inference, Qualcomm is pivoting its datacenter strategy, moving compute closer to memory with a novel 3D-stacked architecture to bypass traditional high-bandwidth memory limitations and improve power efficiency.
Structured Knowledge Graphs for Websites: Google OKF + Machine-First Markdown Since 2004
Google's Open Knowledge Format brings structured, linked markdown for internal knowledge. Combined with machine-readable Markdown since 2004, it enables agents to traverse relationships across a site instead of reading flat pages.
Nvidia’s Optics Offensive: Securing the AI Interconnect Pipeline
Nvidia is investing heavily in optical interconnect infrastructure, including vendors like Coherent, Lumentum, and Marvell, to address the data transfer bottlenecks limiting its GPU scale, as AI demand drives a shift toward faster 800G/1.6T modules and co-packaged optics.
A Twenty-Year Bet on Big Compute: Inside Anthropic's $19 Billion Kentucky Datacenter Deal
An analytical breakdown of Anthropic's high-stakes 20-year, $19 billion datacenter lease with TeraWulf at the Justified Data campus in Kentucky, exploring the capital requirements, pre-IPO liquidity pressures, and the broader real estate risk profile of the AI infrastructure boom.
Surging AI Infrastructure Costs Drive Broad Apple Price Increases
Apple has increased prices across its Mac, iPad, and peripherals lineups, attributing the shift to acute component shortages stemming from the aggressive global buildout of AI data centers.
Why EDB Wants You to Run Analytics Inside Postgres Instead of a Lakehouse
EDB's converged analytics approach leverages Postgres as the operational source of truth, using Apache Iceberg to connect analytical engines without ETL pipelines. The play: keep data on infrastructure you control, simplify governance, and support AI agents that need real-time access to both transactional and historical data.
AWS's Graviton 5 Is a Chip Triumph Buried Under AI Marketing Noise
Amazon's Graviton 5 delivers 35% faster performance over its predecessor, but AWS and partners keep mislabeling the general-purpose CPU as an "AI chip" — a marketing habit that obscures what Annapurna Labs has actually built and risks the credibility of a $20B+ silicon business.
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.