AI’s Borrowed Billions Get a Warning Label as CoreWeave Bond Yields Hit 15%
The race to build AI infrastructure is colliding with a tougher credit market. The pressure is revealing which promises still need someone else’s money.
Tag AI infrastructure
AI Racks Are Getting Faster. Marvell Wants Copper to Keep Up
A new pair of connectivity chips targets the links between AI processors—not the processors themselves. Their promise turns on how much signal a copper connection can preserve.
6G Is Taking Shape—and Speed Is No Longer the Main Story
The first 6G standards are taking shape, and their biggest shift may not be speed: future networks are being designed to sense, compute and coordinate AI.
Oracle Hit Record Revenue—Then Workers Lost System Access
Oracle reported $19.3 billion in quarterly revenue while employees described a new round of job cuts and limited access to corporate systems.
Hyperscale Data Shifts Focus from Bitcoin Mining to AI Infrastructure
Hyperscale Data has ceased Bitcoin mining operations in Michigan, redirecting resources to an AI data center, with significant implications for its financial strategy.
Baseten Joins Hugging Face Hub as an Inference Provider
Baseten has been integrated into the Hugging Face Hub, enhancing serverless AI capabilities for developers.
The AI Compute Gap: Enterprises Invest in Infrastructure Amid Economic Uncertainty
A recent survey reveals that enterprises are rapidly investing in AI infrastructure, yet struggle to measure its economic impact, highlighting a significant compute gap.
Tensordyne’s Napier Chip Utilizes Logarithmic Math to Challenge Nvidia
Tensordyne has introduced its first commercial accelerator, the Napier chip, which leverages logarithmic mathematics to enhance performance and efficiency compared to traditional GPUs.
Marvell’s Shift to Silicon Photonics: Aiming for Trillion-Dollar Status
Marvell's CEO outlines a transformative vision for datacenters, leveraging silicon photonics to potentially reshape the industry and elevate the company's market cap significantly.
Samsung Workers Plan Strike Amid Rising RAM Prices
Negotiations between Samsung and its workers' union have collapsed, leading to a planned strike that could impact memory production and pricing.
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