AI Infrastructure & Compute

589 articles · Page 1 of 30

The second half of the AI race is an infrastructure race: chips, data centers, power, and supply chains jointly set the ceiling on model capability and the cost curve. From NVIDIA GPUs to wafer-scale chips, from hyperscale data center siting to grid and materials constraints, this topic tracks the compute supply side — technical evolution, capital expenditure, and geopolitics. Understanding infrastructure is understanding what really drives model pricing, availability, and iteration speed.

In-depth Guides

Warp Software Factories Explained: How Far Can "Out-of-the-Box" AI Development Go? NVIDIA B200 Explained: The Shortage, Power Draw, Export Controls, and the Alternatives

Nvidia in Talks to Acquire $25 Billion-Valued Reflection AI: Already Invested $800M, Open-Source Gambit Aims to Control Supply Chain

Nvidia is in early talks to acquire or invest further in Reflection AI, a company valued at $25 billion in which it has already invested $800 million.

Review GPT-6 Luna Material Constraint Falls 20 Points, Code Execution Rises 41.7 Points; Main Leaderboard Gains 13.9 Points

In today's Smoke Evaluation, GPT-6 Luna's Material Constraint score fell from 95.00 to 75.00, while Code Execution rose from 58.30 to 100.00; the Main

Review Claude Opus 4.7 Material Constraints Plunge 15.9 Points, Main Leaderboard Rises 5.8

In today's Smoke evaluation, Claude Opus 4.7's Material Constraints score fell 15.9 points, but its Main Leaderboard score rose 5.8 points as Code Exe

Amazon drops data center NDAs, and AI agents want your credit card

Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Micro

Amazon and others are done keeping data center deals secret. Is it enough to build trust?

Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Micro

Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026

Ambrosia Energy CEO Ben Longmier and Bloom Energy SVP Bill Thayer join the Smart Systems Stage at TechCrunch Disrupt. Register now to save up to $100.

Nvidia's big bet on physical AI aims for safer robotaxis, humanoid robots

Full-stack safety solution for physical AI is being used by robotics companies.

Microsoft releases new Nvidia-chip AI PCs with revamped Windows 11

Microsoft revealed the specs and price for its Surface Laptop Ultra, AI PCs that run on Nvidia chips that are designed to run AI models and agents.

Get hands-on: The full lineup of interactive roundtables at TechCrunch Disrupt 2026

From Nvidia and Chime to Obvious Ventures and Anthropic, explore the entire roundtable agenda at TechCrunch Disrupt 2026. Register now to save up to $

Google Signs Largest AI Energy Contract in History: The Grid Sovereignty Battle Behind a 3,590 MW Nuclear Bet

Google and Constellation Energy have completed a 3,590 MW long-term power agreement covering PJM, the largest U.S. grid, triggering more than $4.3 bil

DeepSeek's Funding Target Doubles to $15 Billion: The Chip War and Pre-IPO Outpost Behind State Capital's Scramble for Stakes

DeepSeek is considering expanding its current funding round from an initial RMB 50 billion (about US$7.4 billion) to as much as RMB 100 billion (about

AI computing startup Lambda to raise $4B ahead of planned IPO

Nvidia-backed Lambda is raising up to $4 billion at a $14.5 billion pre-money valuation ahead of a planned 2027 IPO, led by Coatue and Blackstone.

Review Claude Sonnet 4.6 Material Constraint Drops 30.6 Points, Code Execution Rises 25 Points

In today's Smoke evaluation, Claude Sonnet 4.6's material constraint score fell from 93.30 to 62.70, while code execution rose from 50.00 to 75.00; it

Review GPT-6 Sol Material Constraint Plummets 33.3 Points as Code Execution Rebounds 25 Points and Main Leaderboard Edges Down

In today's Smoke evaluation, GPT-6 Sol's material constraint score fell from 88.30 to 55.00, a 33.3-point drop, while code execution rose 25 points to

Rural Data Centers Are in for a Big Federal Tax Break

Under the One Big Beautiful Bill Act, data center projects in rural areas could be eligible for major tax benefits starting next year. Some hyperscal

Amazon responds to data center backlash, says it no longer uses NDAs

The CEO of Amazon Web Services tried to push back against widespread suspicion of data centers.

The Nvidia Shield TV Is 7 Years Old. It Just Got a $100 Price Hike

The price of anything with memory is skyrocketing thanks to AI. Aging streaming devices are no exception.

Amazon’s $1B plan to combat data center backlash draws more backlash

Amazon praised for ending NDAs but slammed for downplaying data center pollution.

US arrests tech CEO accused of smuggling $300M in Nvidia chips into China

Nvidia’s chip-smuggling problem won’t go away as arrests continue.

Review Gemini 2.5 Pro Material Constraints Plunge 28 Points, Code Execution Rises to 100

In today's Smoke evaluation, Gemini 2.5 Pro's Material Constraints score fell from 100.00 to 72.00, while Code Execution rose from 71.90 to 100.00, li