AI infrastructure

ASEAN Tech 5 min The Philippines Gets Its First Big AI Cluster in 2027 The deployment takes Aolani past 48,000 accelerators and 100 megawatts. The split between the two countries, t... DA Daniel Koh 23 Sep AI & ML 5 min Huawei Claims a Million-Processor Architecture. It Published No Benchmarks. Peerium claims strong scaling to a million processors, with a 256,000-card cluster already deploying. The anno... KE Kenji Tanaka 18 Sep Developer Tools 5 min Cornelis Raised $205m to Put RISC-V Cores in the Network Fabric The claim is five to ten points of GPU utilisation back. It is specific enough to falsify, and it depends enti... KE Kenji Tanaka 16 Sep Business 5 min ByteDance's Half-Year Revenue Rose 30% to $120bn. Profit Fell to $20bn. The gap is AI infrastructure, reportedly about $23bn this year. No filing sits behind any of these numbers, be... EV Eva Chin 16 Sep Business 6 min Positron Raised $875m to Build Inference Chips Around Laptop Memory The Asimov chip uses LPDDR5X instead of the high-bandwidth memory everyone is short of. The argument is that a... EV Eva Chin 14 Sep Business 5 min The Pentagon May Lend $5bn for Data-Centre Parts, Not Data Centres The Office of Strategic Capital would be making its largest single loan, aimed at the component bottleneck rat... DA Daniel Koh 13 Sep Business 6 min DeepSeek Ordered 160,000 Huawei Chips. That Is Most of a Year's Output. At the price reported two days ago the order runs to about $5.9bn — and to between 53 and 80 per cent of every... EV Eva Chin 13 Sep Business 6 min The Memory Controls Did Not Stop China's AI Chips. They Made Them Dearer. Huawei is asking 20 to 50 per cent more than in July. Nvidia, under no restriction at all, has signalled 15 pe... EV Eva Chin 12 Sep Developer Tools 6 min One in Ten Exposed LiteLLM Gateways Answers to the Key in the Documentation Wiz found 9.6 per cent of 3,074 public LiteLLM proxies accepting sk-1234 or no key at all — which is why LiteL... MA Maya Lin 11 Sep Sustainability 5 min Nvidia Signed Eight Australian Partners for 2GW. The Country Runs on 1.6. More than doubling a national computing load by 2027, spread across eight balance sheets. No site list, no pha... NA Nadia Rahim 11 Sep Business 6 min China Plans 9,800 Exaflops by 2030. That Is Slower Than Last Year. The MIIT five-year plan targets 9,800 exaflops by 2030, up from 2,185 at FP16 in June. That implies about 40 p... EV Eva Chin 9 Sep Business 6 min TCS Committed $7.4 Billion to a Hyderabad AI Campus. It Did Not Commit to a Gigawatt. HyperVault has the land, the money and a June 2028 inauguration date. It has not published a first-phase capac... DA Daniel Koh 7 Sep Statistics 7 min Only Four of 37 AI Infrastructure Rounds Went to New Companies Of 37 disclosed rounds, 33 went to companies that had raised before, at a median of $275m. The boom is in the... NA Nadia Rahim 4 Sep AI & ML 6 min Nvidia Confirms Its $12.93bn Hugging Face Deal, and the Seller Called First The deal is signed, and our 1 September caution is discharged. Delangue says he went to Huang, and the same co... MA Maya Lin 4 Sep Sustainability 7 min Texas Froze a 474-Gigawatt Data-Centre Queue on a 91-Gigawatt Grid Abbott has halted new ERCOT interconnection agreements and ordered an audit of the queue. Three recent cases s... NA Nadia Rahim 3 Sep Cloud & Infra 6 min Why AI Training Is Reviving Optical Circuit Switching Nvidia has now put US$6bn into photonics components and US$125m into a switching startup. It does not sell opt... KE Kenji Tanaka 3 Sep AI & ML 7 min Nvidia Buying Hugging Face Is Reported, Not Signed, and Not Confirmed Nvidia is reported to have agreed US$12.9bn for Hugging Face, against roughly US$150m of revenue. At about 86... MA Maya Lin 1 Sep Business 6 min Chinese Hyperscaler Spending Is Doubling and Falling Further Behind Chinese hyperscaler capex is more than doubling, which is the headline. Moody's says the absolute capacity gap... EV Eva Chin 31 Aug Finance 6 min Lambda Borrowed $1bn for Nvidia Chips, Which Nvidia Is Reported to Lease Back Short-dated private debt arranged by JPMorgan, for accelerators leased to Microsoft, from a company Nvidia bac... SA Sarah Chew 30 Aug Business 7 min a16z Raised $1.1bn for AI Hardware, Which Is Not the Buildout The Machine Age Fund marks a real reallocation by a firm built on software returns. It also amounts to about o... EV Eva Chin 29 Aug Finance 7 min Nvidia Paused Its Cloud Financing Programme in Under Two Months The scheme lent credit support to AI clouds and took a share of the revenue their Nvidia capacity earned. It s... SA Sarah Chew 29 Aug Business 8 min South Korea's 800 Trillion Won Budget Is Not a Budget Yet The cabinet approves it on 1 September and the Assembly has yet to pass it. The dollar figure reported ranges... DA Daniel Koh 26 Aug Business 8 min Nvidia's $105bn for OpenAI's Ohio Campus Is a Guarantee, Not a Cheque The cash commitment is $1.5bn. The $105bn is a residual-value guarantee on leased infrastructure — a promise a... EV Eva Chin 26 Aug ASEAN Tech 7 min CoreWeave Is Building 360MW in Indonesia. It Will Own the Compute. Three facilities, 360 megawatts, online in 2028. The buildings will be in Indonesia and the machines inside th... SA Sarah Chew 11 Aug