SK Hynix Nasdaq IPO: $28B HBM Bet Prices Thursday
SK Hynix's $28B Nasdaq IPO prices Thursday, putting the dominant supplier of AI high-bandwidth memory in reach of US investors for the first time.
Articles Tagged "AI Infrastructure"
DeepSeek Moves Into Chip Design to Beat Export Controls
DeepSeek is developing its own inference chip, confirmed by Reuters sources - the first semiconductor project in the lab's history, driven by US export controls that cut off China from Nvidia hardware and HBM memory.
Vercel's Eve Framework Puts Agents on Their Own Stack
Vercel shipped Eve, an open-source TypeScript agent framework, at Ship London in June. The filesystem-first design and isolated Sandbox runtime signal a serious play for the production agent layer.
Anthropic Signs $19B Lease With Former Bitcoin Miner
Anthropic signed a 20-year, $19 billion data center lease with TeraWulf at a former aluminum smelter in Kentucky, its largest dedicated infrastructure commitment yet.
Mechanical Turk Closes - AI Ate Its Own Training Data
Amazon will stop accepting new customers for Mechanical Turk on July 30, 2026, retiring the crowdsourcing platform that spent 21 years training the AI models now replacing it.
Claude Hits Azure GA on NVIDIA's Blackwell Ultra Hardware
Anthropic's Claude models are now generally available in Microsoft Foundry on Azure, running on NVIDIA GB300 Blackwell Ultra NVL72 racks - with vendor numbers claiming 40% faster token generation than H100.
Crusoe Eyes $3B Round to Triple AI Factory Valuation
Crusoe is in talks to raise roughly $3 billion at a $30 billion valuation, tripling what investors paid eight months ago as AI compute demand outstrips available infrastructure.
Meituan's LongCat-2.0 Was Topping OpenRouter in Disguise
Meituan open-sources LongCat-2.0, a 1.6T MoE model trained on 50,000 Chinese ASICs that secretly topped OpenRouter under the alias Owl Alpha.
Anthropic Eyes Samsung 2nm Chip as Labs Race to Go Custom
Anthropic is in early talks with Samsung to develop its first custom AI chip on a 2nm process, making it the last major frontier lab to enter the custom silicon race.
d-Matrix Corsair - In-Memory Inference Accelerator
d-Matrix Corsair is an SRAM-based in-memory compute ASIC in production since June 2026, targeting 10x faster and 5x more power-efficient LLM inference vs GPU baselines.
OpenAI Jalapeño - Custom LLM Inference ASIC
OpenAI's first custom AI chip, co-designed with Broadcom on TSMC 3nm, targeting 50% lower inference cost than GPU alternatives.
Meta Builds Cloud Business to Sell Excess AI Compute
Meta is building a cloud business to sell excess AI compute capacity, sending its stock up 8% while CoreWeave dropped 13% and Nebius fell 15%.
