May 22

Nvidia’s $81.6 Billion Quarter Shows AI Factories Are Becoming the Market

May 20

OpenAI’s Singapore Lab Turns AI Deployment Into National Infrastructure

May 19

Meta’s AI Reorg Turns Headcount Into Infrastructure Strategy

May 7

Nvidia’s Corning Deal Makes Fiber the New AI Infrastructure Constraint

Apr 30

Microsoft’s $37 Billion AI Run Rate Turns Capex Into the Story

Apr 17

ASML and TSMC Just Gave the Clearest Signal Yet That AI Infrastructure Spending Is Still Accelerating

Apr 8

Nvidia’s SchedMD Deal Turns Slurm Into the Most Sensitive Chokepoint in AI Infrastructure

Apr 6

Baidu’s Wuhan Robotaxi Failure Exposes the Real AI Risk of Fleet-Scale Software

Mar 16

Nvidia’s GTC 2026 CPU Pivot May Reshape the Next AI Infrastructure Cycle