Crusoe contends to have contracted 4.9 GW of contracted pipeline across data center projects and Crusoe Cloud, with a “total development pipeline” that the company says exceeds 40 GW (including …
AI Infrastructure Newsletter
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South Korea, under President Lee Jae-Myung, is making a massive geopolitical and economic push to become one of the top-three global leaders in AI and semiconductors by 2030.
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Can there by a symbiosis between communities and data center owners and operators? Rather than focus on building massive, centralized data centers, Nvidia and home builder PulteGroup are working with …
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After Nvidia CEO Jensen Huang declared that Marvell would be the “next trillion-dollar company,” the Computex keynote by Matt Murphy attracted a lot more interest, as did Marvell’s shares in …
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Guess work and structural delays are a massive, multi-million-dollar problem in construction. With data centers in particular, compressed construction timelines, mission-critical/zero tolerance for structural failure, growing pressure to reduce embodied …
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Yesterday, Schneider Electric hosted a panel session, “Is the future of data centres modular” at the 2026 Datacloud Global Congress in Cannes. During the discussion, it was noted that deployment …
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Cerebras interview pt. 2: why wafer scale over GPU?
Cerebras has been heavily featured in the news following the company’s blockbuster Nasdaq listing, boasting the largest semiconductor IPOs in history at about $5.5 billion.
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Today at 11:00 AM Taipei time, major tech titans and server manufacturers kicked off COMPUTEX 2026, with an apparent shift from experimental AI toward deployment. Hardware took center stage, with …
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For years, analysts “dinged” for Qualcomm for its overwhelming revenue reliance on the smartphone and mobile modem markets (i.e., anticipated $7B loss due to Apple in-house modem chip). But, the …
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Cerebras’ JP Fricker says ‘confidence’ is critical to founders of start-ups
In today’s episode of RCRTV’s AI TechTalk, semiconductor visionary Jean-Philippe Fricker says that accomplishing the feat of a plate-sized silicon wafer took tremendous confidence on the part of each and …