AI Infrastructure

Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn’t a bubble In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the goal, generally speaking, is two-fold: incrementally leverage AI to deliver …

Generative AI is a “really unusually large, maybe once-in-a-lifetime type of opportunity,” Amazon CEO Andy Jassy told investors With hyperscalers planning massive investments in AI infrastructure, Amazon is working to further capitalize on what CEO Andy Jassy called a “really …

Industry discourse around test-time inference scaling converging with edge AI—where real people really experience AI—continues to ramp, and an important focus area is around memory and storage. To put it reductively, modern leading AI chips can process data faster than …

Qualcomm CEO discusses the “era of AI inference” and what it means for the company’s diversification strategy Qualcomm this week reported Q1 2025 financials marked by the company’s QCT business, including handsets, automotive and IoT, bringing in record revenues of …

Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth …

Dell Technologies talks the device-edge-datacenter-cloud AI continuum, the rise of agentic AI and the outlook for federated learning For years, AI discourse has been dominated by massive cloud-based models, trained on enormous datasets and running in centralized data centers. But …

SK Telecom said the MIT Generative AI Impact Consortium is an industry-academia collaboration to explore the impact of gen AI technologies on society and industry Korean telco SK Telecom announced that the carrier is joining the MIT Generative AI Impact …

NVIDIA on the importance of end-to-end solutions to solve enterprise AI adoption challenges Editor’s note: NVIDIA has a free online course called “AI for All: From Basics to Gen AI Practice”. The team at RCR Wireless News has enrolled and, …

NVIDIA highlights how AI can drive change in the automotive, financial services and healthcare industries Editor’s note: NVIDIA has a free online course called “AI for All: From Basics to Gen AI Practice”. The team at RCR Wireless News has …

The Meta CEO told investors that the Ray-Ban Meta AI glasses “are a real hit” First things first, AI infrastructure is a continuum that spans cloud, datacenter, edge and devices. Distributing workloads improves latency, bolsters privacy and, generally speaking, makes …

HPE says the DoJ’s logic is “fundamentally flawed,” and plans to “vigorously defend the transaction in court”  In January 2024, HPE announced its intent to acquire AI-native networking specialist Juniper Networks with the goal of bolstering its product offerings to …

Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores  Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary …

Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that …

Rakuten Mobile noted its new AI tool is specifically tailored to align with Japanese business culture, regulations and industry norms Japanese carrier Rakuten Mobile announced the launch of “Rakuten AI for Business,” a Generative AI (gen AI) solution designed to …

NTT Data noted that the smart AI agent performs autonomous task extraction, organization and execution based on user instructions NTT Data, a provider of digital business and IT services, has launched its smart AI agent, a system designed to facilitate …

The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030  It’s been a busy two weeks in the world of AI. OpenAI and partners announced a planned …

Fast growth and oversubscribed funding rounds reiterate value of Databricks’ approach to “data intelligence” underlying successful AI implementations Self-billed “data and AI company” Databricks on Jan. 22 announced the completion of a $10 billion series B funding round along with …

Shares in ASML, NVIDIA, Softbank and others take a hit following the launch of the R1 LLM which DeepSeek said it spent $6 million to train Chinese AI startup DeepSeek made quite a splash last week with the release of …

Fractile is focused on AI hardware that runs LLM inference in memory to reduce compute overhead and drive scale In December last year, then-CEO of Intel Pat Gelsinger abruptly retired as the company’s turnaround strategy, largely marked by a separation …

Learning the good and bad about the coming AI growth wave AI is coming on quickly and President Trump wants the United States to be the leader. He had a major announcement on building AI infrastructure. The new company is …

The initial AI investment is expected to be $100 billion, but the White House noted it could end up being five times that amount One of President Donald Trump’s first actions in his reclaimed role was the announcement of a …

So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because 2025 could be a breakout year for agentic AI.  What …

Model size, dataset size and compute all depend on the availability of necessary AI infrastructure In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for …

CoreWeave receiving the latest in Dell liquid-cooled servers featuring NVIDIA’s GB200 Grace Blackwell Superchip As the AI infrastructure arms race continues, Dell Technologies has staked out a central role in the booming marketplace. At one end of the AI-enabled edge-to-cloud …