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As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the importance of power electronics is increasing, while the overall power system also faces significant upgrade requirements....

Infineon Technologies has agreed to acquire Bangalore-based C2i Semiconductors, a move that strengthens its position in power delivery for AI data centers and highlights India's growing role in chip design. The deal could shape how global operators manage rising energy demand, efficiency pressures, and next-generation computing workloads....

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders for information and communications technology (ICT) products, led by AI servers, up nearly 90% year-over-year, while export orders for foundry and memory also rose by more than 70%. However, companies in advanced economies are encountering power shortages as they invest in AI infrastructure, exposing a bottleneck that highlights the need to develop AI computing and net-zero technologies in tandem....

SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems are built and run worldwide. The partnership also extends toward orbital computing, signaling a broader shift in where future AI infrastructure may be located....

Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide for coding, reasoning, and other tasks. The company said the platform is designed to improve responsiveness, lower latency, and support growing demand for real-time AI applications....

The AI hedge fund went from "the talk of Wall Street" to "subject of federal subpoenas" faster than you can say "diversify your portfolio."...

Commenting on the current surge in artificial intelligence (AI), Erix Yu, group vice president of Applied Materials and president of Applied Materials Taiwan, recently shared his perspective by tracing the evolution of industrial revolutions....

The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical and economic limits of scalability....

The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge as an equally decisive constraint: the optical links responsible for moving data fast enough between increasingly dense pools of accelerators....

The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly confronting a second bottleneck: how to finance hardware and data-center capacity at the scale frontier-model developers now require....

What Will Burst It: Ed Dowd Warns AI Is The Biggest Bubble Of All Time Via Greg Hunter's USAWatchdog.com, Wall Street money manager and financial analyst Ed Dowd of PhinanceTechnologies.com made a name for himself during the dot com bubble.  It was not because he was telling people to buy, it was because he was telling investors to get out before it all blew up.  Dowd saved people a lot of money by sidestepping a crash.  Fast-forward to today, and Dowd sees the same bubble signs in AI (artificial intelligence) as he did just before the Dot-com bubble blew up.  This time around, it's far worse.  Dowd says:  “Being a student of history gives you an idea of where you might go in the future.  Currently, we have the greatest bubble of all time, and that is the AI bubble.  It is in the process of becoming exposed, and people are beginning to issue warning signals.  Lloyd Blankfein, the former CEO of Goldman Sachs, has issued a warning . . . about the AI risk.  He's worried peo...

The Great Walkback: Sam Altman Admits He Was Wrong On AI's Economic Timeline For three years, Sam Altman has pitched the imminent, wholesale disruption of the global economy. This week, staring down the barrel of an IPO - based on a business model that's actively being 'wholesale disrupted' by China - the OpenAI chief executive quietly admitted he got the timing wrong. Appearing on David Senra's Founders podcast, Altman conceded that the economic upheaval he forecast following GPT-4 simply hasn't materialized - and that society is adapting far more sluggishly than he anticipated. In an interview with @davidsenra, @sama conceded what few technologists ever will. He believed GPT-4 meant every software business was immediately up for grabs. Three years later the customers are still renewing with the same vendors. The lesson is not that the technology… pic.twitter.com/tEZWoldxyC — Patrick F. Feeley (@PFFeeley) August 24, 2026 "I thought when we got to GPT-4, which was back in 2023, ...

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts....

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Humanoid robots still take a long time to complete human tasks. Several startups in China are trying different ways to collect and use training data better....

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In den USA wächst der Widerstand gegen den Bau neuer KI-Rechenzentren. Die US-Anleger gehen lieber erstmal auf Abstand von Chipwerten und warten die Veröffentlichung der Nvidia-Bilanz ab. Auch die Inflation bleibt ein Thema an der Wall Street....

Alibaba's AI ambitions just got a lot more serious...

NVent Electric Plc agreed to buy power distribution company Maverick Power for $1.75 billion as the company looks to boost exposure to surging AI data center construction....