AI inference has become the dominant focus of the AI industry in 2026, with Nvidia CEO Jensen Huang calling it the "inflection point of inference" at the company's GTC 2026 conference, according to Mo…
Nvidia is opening its rack-scale AI infrastructure to custom accelerators from hyperscalers and other AI developers, expanding its NVLink technology beyond its own processors. The expanded partnership…
Amazon Web Services (AWS) has instructed its engineers to conserve CPU cycles at all costs as AI workloads, particularly agentic AI systems, strain its cloud infrastructure and cause wait times for CP…
IT infrastructure lead times have stretched to 9–18 months and prices have risen 35% to 200%, driven by memory shortages as hyperscalers consume capacity, according to Gartner VP analyst Jon Forest. G…
Core Scientific doubled its leased AI data center capacity to approximately 1.1 GW after signing a 15-year infrastructure agreement with AMD covering 530 MW across five campuses and representing more …
New York Governor Kathy Hochul signed an executive order imposing the nation's first moratorium on new hyperscale data centers for up to one year, halting environmental permits while the state develop…
Taiwan Semiconductor Manufacturing Co. (TSMC) plans to invest an additional $100 billion in its Arizona campus, bringing total planned U.S. investment to $265 billion, as surging AI demand drove recor…