AI Infrastructure & Compute

574 articles · Page 1 of 29

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

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

The 7-year-old Nvidia Shield TV is now $100 more expensive due to AI

Initially launched in 2019, the Nvidia Shield TV Pro now retails for $299.99.

Anthropic IPO Prospectus Revealed: Behind 12x Revenue Growth, a $518 Billion Irrevocable Bet

Anthropic's draft IPO prospectus shows 2025 revenue of nearly $4.6 billion, a nearly twelvefold increase, alongside a $42 billion net loss and roughly

Google thinks SpaceX’s Starship has to launch 1,800 times before space data centers get off the ground

Google launched its first advanced chip into orbit to pave the way for space data centers.

Review GLM-4.6 Scores 100 on Material Constraints, 41.70 on Code Execution, Integrity Probe Only 15

In the 2026-10-02 YZ Index Smoke quick test, GLM-4.6 scored 67.94 on the main leaderboard, 41.70 on code execution, and 100.00 on Material Constraints

Fei-Fei Li Joins AMD: Will Nvidia Be Affected? The Person Who Set the GPU Era Alight with ImageNet Now Stands on the Other Side

AMD's $8.2 billion acquisition of World Labs puts Fei-Fei Li in the camp of Nvidia's biggest rival, but the short-term impact on Nvidia's business is

Review Qwen3 Max Code Execution Plunges 24 Points, Main Ranking Falls 7.4 Points

In today's Smoke evaluation, Qwen3 Max's code execution score dropped from 94.00 to 70.00, pulling the main ranking down from 84.51 to 77.16.

DeepSeek Teams Up with Huawei to Open-Source Ascend Programming Toolchain; Domestic AI Compute Replaces Nvidia CUDA

DeepSeek and Huawei have open-sourced a complete programming toolchain for Ascend 950 chips, supporting 128-chip supernode clusters. The collaboration

Bain Warns AI Data Centers Need $6 Trillion in Annual Revenue to Break Even, Existing Services Face a $4.2 Trillion Gap

Bain & Company estimates that by 2031 the AI industry must generate $6 trillion in annual revenue to make data-center buildouts financially self-susta

AMD acquires World Labs AI startup, upping the ante against Nvidia

The deal, which is expected to close by year's end, is worth $8.2 billion.

Here’s why OpenAI is absent from Nvidia’s industry-wide effort to end rogue AI agents

OpenAI isn't a public supporter of Nvidia's Open Agent Safety Platform, but it is privately working with Nvidia, TechCrunch has learned.

Review GPT-o3 Code Execution Plummets 21.8 Points; Material Constraints Rise 33.5 Points; Main Leaderboard Edges Up

In today's Smoke evaluation, GPT-o3's code execution score fell 21.8 points while its material constraints score rose 33.5 points, and its main leader

Source: Inference provider Modal Labs closing in on $750M round at $15.75B valuation

The new financing is expected to more than triples the AI infrastructure startup's valuation from just four months ago.

Experts worry about Nvidia's AI chip sales in China and influence over Trump

China is reportedly mulling letting ByteDance, Alibaba buy banned Nvidia chips.

Nvidia launches new platform for reining in rogue AI agents

As the debate rages over whether the recent spate of rogue AI agents is a step toward AGI or a more conventional engineering problem, Nvidia is offeri

NVIDIA Launches Open Agent Safety Platform, Security Solution Raises Questions About Commercial Motives

NVIDIA has released the Open Agent Safety Platform, an open-source reference design comprising the OpenShell 0.1.0 runtime and the Sentry reference sy