Micron’s $10B Boise Lab Makes Memory A Bigger AI Battleground
Micron is investing $10 billion over the next decade in a Boise research lab focused on memory, AI computing systems ...
Tag: ai infrastructure
Nvidia’s $6B Poolside Deal Shows How AI Acquisitions Are Changing
Nvidia is reportedly striking a $6B non-exclusive Poolside licensing deal and hiring 109 staff, showing how AI deals are moving ...
Alibaba Profit Falls 75% As AI Spending Hits Nearly $10B
Alibaba's quarterly profit fell 75 percent as capital expenditure jumped to nearly $10 billion, even as AI cloud revenue accelerated.
Stripe Buys OpenRouter As AI Model Routing Becomes Real Infrastructure
Stripe has agreed to buy OpenRouter, moving deeper into AI infrastructure as businesses juggle hundreds of models and token costs.
Velaura AI Raises $110M As Data-Centre Power Becomes The Next Chip Battle
Velaura AI has raised $110 million at a valuation above $1 billion to build lower-power AI compute infrastructure.
Anthropic’s Reported Decart Talks Show Compute Efficiency Is The New Prize
Anthropic is reportedly in talks to buy Decart AI for about $6B as inference efficiency becomes central to the AI ...
Cisco’s AI Orders Show Networking Is Now Part Of The Compute Boom
Cisco beat Q4 expectations and guided fiscal 2027 revenue above estimates as AI infrastructure orders reached $9.3B.
Cerebras Raises 2026 Targets As AI Chip Demand Keeps Building
Cerebras raised its 2026 revenue and margin targets as demand for fast AI inference keeps rising, even as losses remain ...
Tencent’s AI Spending Surge Shows China Has The Same Compute Problem
Tencent's Q2 revenue beat expectations, but a sharp rise in AI capex shows China's tech giants face the same compute ...
Intel Raises $20B As Its Chip Comeback Gets More Expensive
Intel has upsized its common stock offering to $20B as it funds a costly AI-era chip manufacturing comeback.