Ayar Labs Raises $500M to Wire AI Chips With Light
Ayar Labs closes a $500M Series E backed by Nvidia, AMD, and Sequoia to mass-produce co-packaged optical interconnects that replace copper in AI data centers.
Articles Tagged "AI Infrastructure"
Apple Asks Google to Run Siri After Cloud Bet Fails
Apple has asked Google to host next-gen Siri on its cloud servers after Private Cloud Compute hit just 10 percent utilization, with some servers still sitting in warehouses.
Gemini 3.1 Pro Tops Benchmarks but Developers Can't Rely on It
Gemini 3.1 Pro leads ARC-AGI-2, LiveCodeBench, and 11 other benchmarks with 750 million users and 21.5% market share - but developers report stalled responses, leaked thinking tokens, and API outages that make it unusable for production coding and agent workflows.
Nvidia Pours $4B Into Photonics for AI Data Centers
Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.
AI Is Killing Desk Jobs and Begging for Electricians
A 439,000-worker construction shortage is delaying AI data centers while electricians command $200K salaries and Big Tech scrambles to fill the gap.
Amazon Bets $50B on OpenAI to Build Stateful AI on AWS
Amazon invests $50 billion in OpenAI, commits 2GW of Trainium capacity, and becomes the exclusive third-party distributor for OpenAI Frontier - reshaping how enterprises deploy AI agents on AWS.
Huawei Takes Atlas 950 Global to Challenge Nvidia
Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.
Claude Goes Down Globally as AWS Data Centers Burn in the Middle East
Anthropic's Claude experienced elevated errors across claude.ai, Claude Code, and authentication starting at 11:49 UTC, while AWS data centers in the UAE and Bahrain went offline after objects struck a facility and power failures cascaded across the region.
Bezos Eyes Tens of Billions to Remake Manufacturing With AI
Jeff Bezos' Project Prometheus is raising tens of billions through a manufacturing transformation vehicle to acquire industrial companies and rebuild them with AI.
AI Now Swallows 61% of All Venture Capital - OECD Report Shows a Market Devouring Itself
An OECD report reveals AI firms captured 61% of global venture capital in 2025 at $258.7 billion, doubling their share since 2022, while mega-deals above $1 billion account for half of all investment value.
CoreWeave Crashes 19% After Earnings Reveal a $35 Billion Spending Gamble
CoreWeave stock plunged nearly 19% after Q4 earnings revealed widening losses, an 894% debt-to-equity ratio, and plans to spend up to $35 billion on data center expansion in 2026.
Rubio Orders U.S. Diplomats to Lobby Against Foreign Data Sovereignty Laws - Citing AI and Cloud Risks
A State Department cable signed by Secretary Rubio directs U.S. embassies worldwide to oppose data localization mandates, calling the EU's GDPR 'unnecessarily burdensome' and framing unrestricted cross-border data flows as critical AI infrastructure.
