AI infrastructure

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 3 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 25 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 25 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 AI & ML 8 min AMD Bought a Company That Etches the Model Into the Chip Taalas builds silicon with the model weights burned in at manufacture. The performance case is strong and the... AI AI Tools Desk 11 Aug Consumer Tech 6 min RAM Went From $2.80 a Gigabyte to $12. Google's Next Phone Costs More and Carries Less of It Google has confirmed price rises across the Pixel range, blaming memory costs. Leaked specifications point the... AM Amelia Wong 1 Aug AI & ML 6 min OpenAI Cut Its Cheapest Model by 80 Per Cent. Its Own Price Ladder Now Runs 25 to 1 Luna fell from $1 to 20 cents per million input tokens three weeks after launch. Terra fell 20 per cent. The f... AI AI Tools Desk 1 Aug Finance 6 min Four Companies Spent $166 Billion on Capital Projects in One Quarter. The Market Rewarded Two of Them Alphabet, Amazon, Microsoft and Meta reported within nine days. Combined capital spending nearly doubled year... SA Sarah Chew 1 Aug Cloud & Infra 6 min Hut 8's Second Beacon Point Lease Is $9.8bn — Which Works Out at $124.74 per kW a Month, Rising to $188.68 The filing discloses the term, the escalator and the capacity but not the rent. We solved for it — and for the... KE Kenji Tanaka 26 Jul Cloud & Infra 8 min Wafr's $100M Cooling Raise Is Small — the AI Data-Centre Water Problem It Targets Is Not Vancouver startup Wafr Technologies has raised $100 million from undisclosed private investors — toward a $300... KE Kenji Tanaka 9 Jul Finance 8 min Honeywell Spin-off Solstice to Buy Element Solutions for $14.5B, Betting on the Materials Layer of the AI Boom Solstice Advanced Materials, the specialty-chemicals business spun off from Honeywell in October 2025, has agr... SA Sarah Chew 8 Jul Cloud & Infra 7 min Meta Compute: Meta Is Reportedly Exploring a Cloud Business for Excess AI Capacity Bloomberg reports that Meta is building a cloud business, internally called Meta Compute, to sell access to ex... KE Kenji Tanaka 6 Jul Developer Tools 8 min NEXTDC Opens Peninsular Malaysia's First Tier IV Data Centre with RM2.8 Billion KL1 Launch in Petaling Jaya NEXTDC officially opened KL1 in Petaling Jaya on 14 May 2026 — an AUD$1 billion facility that holds Peninsular... KE Kenji Tanaka 1 Jun AI & ML 5 min Baseten is in talks to raise US$1 billion at an US$11 billion valuation as inference money keeps flowing Baseten, which rents Nvidia servers to companies running AI models, is in talks to raise US$1 billion at an US... AI AI Tools Desk 1 Jun ASEAN Tech 8 min From Johor to the World: How the JS-SEZ Is Becoming Southeast Asia's AI Infrastructure Powerhouse The Johor-Singapore Special Economic Zone is rapidly evolving into Southeast Asia's primary AI infrastructure... RE RECATOOLS Editorial 8 May