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TerraPower and Meta have announced an agreement to develop up to eight Natrium advanced nuclear plants (345 MW each) to power Meta's data centers, with initial units expected as early as 2032, marking Meta's largest support of advanced nuclear technologies and first direct investment in new nuclear build.
France is advancing its AI infrastructure with NVIDIA technologies, including new data centers from Mistral, Blackwell-based instances from Scaleway, and manufacturing of Vera Rubin NVL72 systems in Europe, alongside open model development tailored to local needs.
Analysis showing that GPUs used for AI training often sit idle waiting for data, questioning the severity of the GPU shortage.
XDOF, a startup emerging from stealth, has raised $70M to build data pipelines and tools for robot training, addressing the bottleneck of physical interaction data. The company is releasing ABC, a large dataset of robot manipulation trajectories, to accelerate robotics AI.
Canada Pension Plan Investment Board commits up to $741 million to Indian data center operator CtrlS, betting on India's growing role in AI infrastructure. The deal is part of a broader global race to build data centers for AI workloads.
Coherent breaks ground on an expanded facility in Texas, backed by a $50 million CHIPS Act grant, to scale production of optical components and compound semiconductors essential for AI infrastructure. NVIDIA CEO Jensen Huang highlighted the critical role of optics in enabling large-scale AI systems.
NVIDIA's Blackwell platform achieved fastest training times across all MLPerf Training 6.0 benchmarks, scaling to 8,192 GPUs and showcasing up to 1.6x performance gains with the GB300 NVL72 over the GB200 NVL72.
An article questions the claim that AI GPUs last only three years, pointing to weak sourcing and counter-evidence from Google and AWS indicating much longer lifespans.
The article redefines Sovereign AI as a supply chain realignment challenge rather than a model development race, arguing that countries will need to secure domestic or allied infrastructure for training, inference, and operation of AI, which will drive renewed demand for GPUs, memory, and other hardware.
The U.S. government is reportedly allowing the Federal Data Center Enhancement Act (FDCEA) to expire, removing key cybersecurity and sustainability standards for federal data centers amidst the AI boom and community backlash.
AT&S, an Austrian printed circuit board manufacturer, announces a €2 billion investment in a new facility in Malaysia to expand its production capacity and capitalize on the growing demand driven by the AI boom.
The US government is allowing the Federal Data Center Enhancement Act (FDCEA) to expire without replacement, signaling a hands-off approach to data center oversight amid growing AI infrastructure demands and public opposition.
The article redefines KV Cache from an engineering perspective, pointing out that it is not just an inference optimization technique, but becomes a runtime infrastructure for reusing already computed results in the Agent era, helping AI avoid redundant reasoning.
A technical walkthrough that shows how to estimate the cost of serving AI models at scale using simple napkin math, covering GPU bandwidth, matrix multiplication, token pricing, and user capacity.
NVIDIA's Blackwell GB300 NVL72 platform leads the first agentic AI infrastructure benchmark, AgentPerf from Artificial Analysis, delivering up to 20x more agents per megawatt than the previous Hopper generation.
The inaugural PyTorch Meetup Singapore brought together AI practitioners for technical talks on vLLM updates, sovereign intelligence, and open-source exchange.
Oracle shares fell 11% after the company announced an additional $20 billion capital raise and reported negative free cash flow of $23.7 billion for fiscal 2026, as investors worry about the high cost of its AI buildout. Despite beating Q4 estimates, the stock is down for the year.
Analyzes the argument that AI compute cannot become a commodity due to non-fungibility, using commodity market analogies to suggest that a standardized reference plus basis trading could enable commoditization.
Tech millionaires claim China is funding local opposition to U.S. data centers, but evidence is lacking; OpenAI found a limited Chinese influence campaign using ChatGPT to generate anti-data-center content.
Amazon reported that its global data centers consumed 2.5 billion gallons of water in 2025, a 2% drop from 2024, amid growing concerns over water and energy use for AI infrastructure. The company claims higher efficiency than some rivals like Microsoft, Google, and Meta.