According to TD Cowen, U.S. data center leasing in Q3 surpassed all of 2024, with a record 7.4 GW leased by hyperscalers, and an additional 10.2 GW of active deals …

As the AI ecosystem expands and becomes more complex, it will be increasingly important to consider DNS a mission-critical component of AI infrastructure.

The massive capital expenditure on AI infrastructure is creating a new and specialized market for testing and benchmarking, which in turn is driving collaborations between testing companies and infrastructure providers.

Because California’s tech laws often serve as defacto national standard for other states, AI stakeholders are carefully reviewing a cluster of new bills that were passed last week by Governor …

The scrutiny over the interrelationships of Nvidia, OpenAI, Oracle, CoreWeave, and other AI leaders continues, but the mammoth deals keep on coming.

Following its mammoth deal with OpenAI just last week, AMD announced another big deal to supply compute to Oracle’s cloud services.

Yesterday was another day of staggering dollar mounts and circular deals, with BlackRock’s GIP Consortium announcing a record-breaking $40 billion acquisition of Aligned Data Centers from Macquarie Group.

The Dutch government’s takeover this week of Chinese-owned Nexperia was an extraordinary move to “de-risk” and “decouple” for reasons of technological sovereignty and supply chain resilience, but the removal of …

The new U.S. approval for Nvidia chip exports to the UAE marks more than a policy exception. By greenlighting billions of dollars in AI hardware shipments to American firms operating …

The AI infrastructure boom is moving from a phase of expansion to one of definition. The rush to build compute capacity has revealed a more complex question: who controls intelligence …