China announced a ban on Nvidia’s custom RTX Pro 6000D chips for the Chinese market, marking a turning point in the race for AI dominance: Faced with being cut off …

If the AI boom were a theme park, Nvidia has made a second deal for fast-pass access to compute capacity — first through a $1.5 billion agreement with AI cloud …

Talk about large-scale: Yesterday, Alphabet became the fourth company ever to reach a $3 trillion market value, joining Nvidia, Microsoft, and Apple. It’s no coincidence that so much of their …

The pace of investment in AI infrastructure is accelerating worldwide, with billions pouring into new ventures, massive cloud agreements, and record levels of data center construction.

The not-usually-so-contentious trade and tech relationship between the U.S. and South Korea is top of mind this week, with the convergence of several developments.

AI infrastructure continues to drive eye-popping numbers: Right now, the headliner is Microsoft’s deal for GPUs from Nebius (which was spun out of Russian internet company Yandex two years ago).

Today’s top new focuses largely on AI expansion: Mistral rakes in a 1.3 billion Euro investment in support of European AI sovereignty, while LG lands a deal to provide cooling …

AI infrastructure is rapidly evolving across multiple fronts, as shown our top stories for today, which underscore both the supply constraints and massive investment commitments happening in the space.

AI infrastructure is shifting gears fast. OpenAI is moving beyond Nvidia, locking in a $10 billion deal with Broadcom to mass-produce its own chips from 2026.

Tech sovereignty and supply-chain control continues to be a major front in the global battle over AI. This really boils down to two approaches: Build up the domestic ecosystem options …