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Browsing Tag

Infrastructure

202 posts
AAI
AI data center builder Nscale reportedly seeking $3B IPO
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AI data center builder Nscale reportedly seeking $3B IPO

  • August 22, 2026
Nscale Global Holdings Ltd. reportedly plans to raise $3 billion in an initial public offering that could take…
GGoogle
Google Cloud Powers Mirendil's Frontier AI Research With TPUs and NVIDIA GPUs
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Google Cloud Powers Mirendil’s Frontier AI Research With TPUs and NVIDIA GPUs

  • August 21, 2026
Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights…
MMicrosoft
The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity
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The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity

  • August 21, 2026
The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to…
AAgentic AI
AI Disruption Reshapes Global Investment Landscape as Agentic Systems, Sovereign Infrastructure, and Enterprise Integration Drive a New Era of Compute Demand
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AI Disruption Reshapes Global Investment Landscape as Agentic Systems, Sovereign Infrastructure, and Enterprise Integration Drive a New Era of Compute Demand

  • August 20, 2026
BCC Research LLC “Agentic AI, sovereign infrastructure and enterprise adoption are driving a new wave of global compute…
MMicrosoft
Person holding a tool as EDOTCO Group has built an AI chatbot, NaPA GPT, on Microsoft Azure to speed up decisions on where new mobile towers go.
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EDOTCO builds Azure AI tool to speed up telecom tower planning

  • August 20, 2026
EDOTCO Group has built an AI chatbot, NaPA GPT, on Microsoft Azure to speed up decisions on where…
OOpenAI
NVIDIA (NVDA) Lands OpenAI Data Center Deal, Is The Stock Still A Bargain?
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NVIDIA (NVDA) Lands OpenAI Data Center Deal, Is The Stock Still A Bargain?

  • August 19, 2026
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
AAI
‘Don't let your AI strategy outpace your network strategy,’ say tech experts
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‘Don’t let your AI strategy outpace your network strategy,’ say tech experts

  • August 18, 2026
As federal agencies expand their use of data-intensive AI agents and software, they must also ensure that their…
MMicrosoft
Microsoft exec on Southern Europe’s big AI moment: skills — not technology — will determine who leads the region’s AI future
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Microsoft exec on Southern Europe’s big AI moment: skills — not technology — will determine who leads the region’s AI future

  • August 18, 2026
This is a conversation with Fortune Greece CEO Tasos Zachos, reprinted with permission. The second act of artificial…
AAgentic AI
DigitalOcean Climbs 5% on Managed AI Agents Launch, Fastly Falls 4%
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DigitalOcean Climbs 5% on Managed AI Agents Launch, Fastly Falls 4%

  • August 17, 2026
Quick Read DigitalOcean (DOCN) surged 5% to $137, extending a 170% year-to-date run after launching Managed AI Agents…
AAI
Fidji Simo Says She Believes AI Can 'Cure All Diseases'
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Fidji Simo Says She Believes AI Can ‘Cure All Diseases’

  • August 17, 2026
Fidji Simo, the former OpenAI executive who cofounded the biomedical startup ChronicleBio, said she believes AI can eventually…
AAI
AI Money Moves Put These Five Stocks In Spotlight Last Week: NVDA, INTC, ORCL, AMD, SNDK
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AI Money Moves Put These Five Stocks In Spotlight Last Week: NVDA, INTC, ORCL, AMD, SNDK

  • August 17, 2026
Nvidia launched a $500 billion AI infrastructure financing initiative with six major financial institutions. Intel upsized its stock…
AAgentic AI
Agentic AI Foundation Welcomes 57 New Members, Gaining Major Financial Services Players and APAC Leaders
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Agentic AI Foundation Welcomes 57 New Members, Gaining Major Financial Services Players and APAC Leaders

  • August 15, 2026
Alibaba, Visa, and Wells Fargo join as Gold Members as demand for open agentic AI infrastructure accelerates globally…
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