Tag: ai-infrastructure
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Anthropic’s prospectus shows $518 billion in computing bills, most of which it cannot cancel
Revenue grew twelvefold last year, and the commitments it has signed are more than a hundred times larger.
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Crusoe cancelled a $1.25 billion turbine order from Boom, and says it still wants turbines
Boom has lost its launch customer, and Crusoe is keen to say the problem was the supplier, not the plan.
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A Hisense-controlled chipmaker just raised $727 million on AI’s appetite for faster cables
Ligent Technologies makes the optical transceivers that move data between AI servers, and its Hong Kong debut jumped 19 percent on demand for exactly…
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Cornelis raised $205 million to make the network do some of the GPU’s job
The pitch is that idle accelerators are a bigger waste than slow ones, and a networking startup wants to sell the fix to everyone…
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South Korea is spending a chip windfall on more chips
The record budget is paid for by a semiconductor tax windfall, and it commits the country to that windfall continuing through 2027.
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Nvidia is putting $3.5 billion into MediaTek to stay in the deals its GPUs miss
The money buys convertible bonds and a place on NVLink Fusion, the interconnect Nvidia is pushing as its biggest customers design chips to need…
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An Nvidia-backed cloud firm borrowed $1 billion to buy more Nvidia chips
It is the third chip-backed financing Lambda has closed since May, and it lands while the company raises a $3 billion round ahead of…
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Navitas is paying $232.8 million to move power delivery inside the chip package
The deal is priced to close before the technology has shipped at scale, betting that the last inches of power delivery to an AI…
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Alibaba raised $10.2 billion for AI and its stock fell 8% anyway
The placement is Hong Kong’s largest primary share sale on record, and the market read the dilution as confirmation that Alibaba’s AI spending is…