CES 2026 is ending today, and Sean Kinney, RCR Tech principal analyst wrote a summary of the top AI news from the show, with each section written at a different …
AI Infrastructure Newsletter
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The fact Anthropic is raising fresh capital with a valuation of $350 billion, almost double its previous $183 billion valuation, is indicative of how much capital is concentrated into a …
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Cooling system and HVAC stocks such as Johnson Controls, Modine Manufacturing, Trane Technologies, and Carrier Global saw sharp declines after Nvidia CEO Jensen Huang’s CES remarks that new Rubin AI …
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The blazing speed needed for autonomous vehicles, real-time financial trading, robotic surgery, virtual assistants, chatbots, and real-time fraud detection doesn’t come easy.
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The SoftBank acquisition of data center firm DigitalBridge was big news, and it came on the heels of completing its $41 billion commitment to OpenAI.
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OpenAI is clearly enjoying its freedom now that it’s no longer shackled to Microsoft in terms of exclusive compute control.
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Today, a final House vote on the SPEED Act will take place — an attempt to reform the National Environmental Policy Act, with language that would “rein in the endless …
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A couple weeks ago, IBM CEO Arvind Krishna raised some eyebrows during a Decoder podcast in which he said there’s “no way” hyperscalers will turn a profit at the current …
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Today Marvell Technology was named the “Bull of the Day” by Zacks Equity Research, highlighting the company’s strength in the AI and data center markets.
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More and more about AI factories is appearing in the news, such as the announcement around Amazon’s AWS AI factory, touted as dedicated AWS AI infrastructure for enterprises, replete with …