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"Compute Is the Bottleneck": The Infrastructure Argument Behind AI Valuations

"Compute Is the Bottleneck": The Infrastructure Argument Behind AI Valuations

Explaining why the scarcity of computational power, not just software, is the key driver behind the massive valuations of today's top AI companies.

The HBM Memory Constraint Hiding Behind AI Data Center Expansion

The HBM Memory Constraint Hiding Behind AI Data Center Expansion

The explosive growth of AI is powered by specialized hardware, but a critical component, HBM memory, is facing a major supply bottleneck.

Ranking the Hardware Constraints That Could Slow AI Startup Growth

Ranking the Hardware Constraints That Could Slow AI Startup Growth

A breakdown of the top hardware bottlenecks, from GPU scarcity to data center power, that threaten to slow the growth of the next wave of AI startups.

Nvidia's Liquid Cooling Innovations Address Data Center Water Efficiency, Power Generation Remains a Challenge

Nvidia's Liquid Cooling Innovations Address Data Center Water Efficiency, Power Generation Remains a Challenge

Nvidia's Liquid Cooling Innovations Address Data Center Water Efficiency, Power Generation Remains a Challenge

AMD CEO Lisa Su Projects Strong AI Chip Demand Through 2027, Addresses Infrastructure Concerns

AMD CEO Lisa Su Projects Strong AI Chip Demand Through 2027, Addresses Infrastructure Concerns

AMD CEO Lisa Su Projects Strong AI Chip Demand Through 2027, Addresses Infrastructure Concerns

Protesters break into Microsoft data center site in Amsterdam as Europe’s backlash spreads

Protesters break into Microsoft data center site in Amsterdam as Europe’s backlash spreads

Protesters have broken into a Microsoft data center construction site in Amsterdam

AI Firm Cohere Promotes AI for Increased Oil and Gas Production, Raising Environmental Concerns

AI Firm Cohere Promotes AI for Increased Oil and Gas Production, Raising Environmental Concerns

AI Firm Cohere Promotes AI for Increased Oil and Gas Production, Raising Environmental Concerns

Stocks surge, and the Dow soars 1,500 points as oil prices tumble following the US midterm elections

Stocks surge, and the Dow soars 1,500 points as oil prices tumble following the US midterm elections

U.S. stocks soared after President Donald Trump’s party lost its sole control of Washington in the midterm elections

OpenAI Commits to Full Data Center Electricity Costs and Proposes AI Policy Recommendations Amidst New Legislative Landscape

OpenAI Commits to Full Data Center Electricity Costs and Proposes AI Policy Recommendations Amidst New Legislative Landscape

OpenAI Commits to Full Data Center Electricity Costs and Proposes AI Policy Recommendations Amidst New Legislative Landscape

Nasdaq pares losses as chips recover, rate-hike fears linger

Nasdaq pares losses as chips recover, rate-hike fears linger

By Shashwat Chauhan and Utkarsh Hathi Nov 6 (Reuters) - The tech-heavy Nasdaq rose on Friday as chip stocks bounced off heavy losses posted in the previous session on fears that a Democratic-led Congress could result in tougher AI regulation, even as the jobs report raised interest-rate hike

SpaceX's Data Center Expansion in Memphis Region Projected to Generate $60 Million in Tax Revenue and 7,500+ Jobs

SpaceX's Data Center Expansion in Memphis Region Projected to Generate $60 Million in Tax Revenue and 7,500+ Jobs

SpaceX's Data Center Expansion in Memphis Region Projected to Generate $60 Million in Tax Revenue and 7,500+ Jobs

Wall Street stocks rally after heavy AI-related selloff

Wall Street stocks rally after heavy AI-related selloff

By Chibuike Oguh and Marc Jones NEW YORK/LONDON, Nov 6 (Reuters) - Wall Street equities mostly rallied on Friday, reversing course after trillions of dollars of world stock market value were wiped out over fears that Democratic election victories this week would bring tighter US regulations for the