AI infrastructure
9 Posts
Microsoft and OpenAI’s Surprisingly Clean Breakup
Microsoft and OpenAI have restructured their deal, ending exclusivity and allowing OpenAI to use any...
SoftBank’s new robotics company isn’t about robots — it’s about building data centers faster
SoftBank is spinning up a robotics firm focused on automating data center construction. The play...
AWS is printing money, but Amazon can’t stop spending it fast enough
Amazon's Q1 earnings show AWS revenue beating expectations again, but the cloud giant's capital expenditure...
Google Cloud hits $20B but can’t build fast enough to keep up with AI demand
Google Cloud crossed $20B in quarterly revenue for the first time, driven by AI workloads....
Oracle’s AI Bet is Either Genius or a Trainwreck — And We’ll Find Out Soon
Oracle isn't the first company you'd think of when it comes to AI, but Larry...
Samsung’s Smartphone Profit Streak Could End in 2026—Blame the AI Memory Gold Rush
Samsung's mobile division is staring down its first potential net loss on smartphones ever, thanks...
AI’s real bottleneck isn’t models — it’s the data fabric underneath
AI adoption is surging across enterprises, but most companies are hitting a wall: their data...
Anthropic is betting big on Google and Broadcom for next-gen compute
Anthropic signs a massive deal with Google and Broadcom for multiple gigawatts of TPU capacity...
Anthropic and Amazon Go All In: $100 Billion Compute Deal and a $30B Run Rate
Anthropic and Amazon are doubling down on their partnership with a massive $100 billion infrastructure...