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AI INFRASTRUCTURE

NVIDIA (NVDA) Teams Up With AI Clouds to Scale Token Factories
Ai Infrastructure

NVIDIA (NVDA) Teams Up With AI Clouds to Scale Token Factories

NVIDIA partners with AI clouds to deploy large-scale AI factories, leveraging a new revenue-sharing model to meet soaring compute demand.

AMD Highlights EPYC CPUs for Agentic AI Workflows
Ai Infrastructure

AMD Highlights EPYC CPUs for Agentic AI Workflows

AMD emphasizes its EPYC CPUs and Instinct accelerators as key to managing Agentic AI's diverse and complex workloads.

Bitdeer (BTDR) Signs Lease for Norway AI Data Center
Ai Infrastructure

Bitdeer (BTDR) Signs Lease for Norway AI Data Center

Bitdeer secures colocation lease for Tydal, Norway AI data center, advancing its AI infrastructure strategy. BTDR shares trade at $17.15.

NVIDIA, AWS Launch AI Infrastructure for Production Scale
Ai Infrastructure

NVIDIA, AWS Launch AI Infrastructure for Production Scale

NVIDIA and AWS unveil AI tools to streamline enterprise-scale deployments, leveraging new EC2 G7 instances and GPU-accelerated OpenSearch.

AI data-center power crunch trims Anthropic to 92.85% on Polymarket
Ai Infrastructure

AI data-center power crunch trims Anthropic to 92.85% on Polymarket

A new analysis of government and industry data projects U.S. data-center electricity demand could jump from 167 TWh in 2023 to about 376 TWh by 2030 as grid limits bite.

NVIDIA's Liquid Cooling Breakthrough Reshapes AI Data Centers
Ai Infrastructure

NVIDIA's Liquid Cooling Breakthrough Reshapes AI Data Centers

NVIDIA introduces AI servers running on 45°C liquid cooling, cutting energy and water use while boosting efficiency in hyperscale data centers.

Coherent (COHR) Expands Texas Facility, Boosting AI Optics
Ai Infrastructure

Coherent (COHR) Expands Texas Facility, Boosting AI Optics

Coherent's Sherman facility expansion scales 6-inch InP wafer production, critical for NVIDIA's AI infrastructure amid rising global demand.

HPE Expands AI Factory With NVIDIA, Targets Enterprise AI Boom
Ai Infrastructure

HPE Expands AI Factory With NVIDIA, Targets Enterprise AI Boom

HPE and NVIDIA enhance AI Factory with new Vera CPUs, Confidential Computing, and agent-focused tools, cementing HPE's lead in enterprise AI infrastructure.

NVIDIA Blackwell GB300 Outperforms on AgentPerf Benchmark
Ai Infrastructure

NVIDIA Blackwell GB300 Outperforms on AgentPerf Benchmark

NVIDIA GB300 NVL72 leads AgentPerf benchmark, running 20x more AI agents per megawatt than Hopper. Here's why it matters for AI infrastructure.

NVIDIA Quantum InfiniBand Adds One-Click Multi-Tenant Security
Ai Infrastructure

NVIDIA Quantum InfiniBand Adds One-Click Multi-Tenant Security

NVIDIA introduces intent-based security profiles for Quantum InfiniBand, enabling hardware-enforced tenant isolation and reducing configuration time.

NVIDIA Enhances AI Infrastructure with DGX Spark Manageability
Ai Infrastructure

NVIDIA Enhances AI Infrastructure with DGX Spark Manageability

NVIDIA introduces DGX Spark Enterprise Manageability, streamlining AI system lifecycle control with advanced tools for provisioning, diagnostics, and security.

Naver (KRX: 035420) Expands AI Infrastructure with NVIDIA DSX
Ai Infrastructure

Naver (KRX: 035420) Expands AI Infrastructure with NVIDIA DSX

Naver partners with NVIDIA to scale AI infrastructure to gigawatt level, advancing HyperCLOVA X and sovereign AI initiatives.

NVIDIA Expands AI Cloud Ecosystem Globally Amid Soaring Demand
Ai Infrastructure

NVIDIA Expands AI Cloud Ecosystem Globally Amid Soaring Demand

NVIDIA's AI Cloud ecosystem expands worldwide, leveraging new technologies and partnerships to meet surging global AI infrastructure demand.

NVIDIA Unveils DSX OS to Scale AI Factories, Maximize Efficiency
Ai Infrastructure

NVIDIA Unveils DSX OS to Scale AI Factories, Maximize Efficiency

NVIDIA launches DSX OS, an open-source software designed to optimize AI factory operations by improving efficiency, reliability, and scalability.

Together AI Claims Fastest Speech-to-Text Stack with Parakeet v3
Ai Infrastructure

Together AI Claims Fastest Speech-to-Text Stack with Parakeet v3

Together AI unveils its fastest ASR stack, leveraging NVIDIA Parakeet v3 and Whisper for real-time, low-latency transcription. Details on the tech and market impact.

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