Last Friday in Silicon Valley, South Korea’s SK hynix launched a new corporate venture capital (CVC) brand, SK hynix Ventures, which complements last month’s high-profile $29 billion (USD) share buyback …
AI Infrastructure Newsletter
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According to recent CNBC reporting, the U.S. semiconductor industry faces a projected shortfall of up to 157,000 workers by 2030. That’s a figure derived from research by the SEMI Foundation …
- AI Infrastructure Newsletter
The growing legislative battle: Ratepayer Protection Act vs. Grid Savings Act
In today’s story, “The growing legislative battle over energy costs and electricity bills,” RCRTech outlines the ways in w hich Democrats and Republicans want to get new bills to the …
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Following Anthropic’s “We Must Pace the Frontier” essay and subsequent calls by Elon Musk and Sam Altman for a global slowdown of AI development, there’s been some skepticism about the …
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While some state and municipal lawmakers are freezing or banning data center construction because of water and energy concerns, others are trying to strike a delicate balance between economic growth …
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According The Information’s article “Why AI Companies are Building Out Wall Street-Style Finance Teams,” AI labs and infrastructure providers are managing massive Capex requirements with the help of experts in …
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Growing pressure from communities and institutional investors is forcing data center developers to disclose site-level water and power usage, driving a shift toward tailored, integrated cooling technologies.
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Corning and Qualcomm stocks rallied yesterday, along with other AI-related stocks that got a boost from the Corning-Verizon deal, and the Qualcomm-AWS deal. For example, Intel surged 9%, while AMD …
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Qualcomm is expanding rapidly from its mobile roots into AI data center infrastructure, today announcing with Amazon Web Services that it will co-develop custom AI inference chips and optical digital …
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Goldman Sachs makes a striking revision in “Exchanges,” predicting that global data center power could rise 170% by 2030 from 2025 levels.