# AI infrastructure
Latest news and articles about AI infrastructure
Total: 32 articles found
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Nvidia Promises Unseen “New Chips” at GTC — A Fresh Leap in the AI Infrastructure Arms Race
Nvidia CEO Jensen Huang announced that the company will unveil multiple unprecedented chips at GTC 2026, positioning the firm to push the next wave of AI infrastructure innovation. The reveal matters for cloud providers, chip rivals and national tech strategies because advances will affect performance, supply chains and geopolitical access to high‑end compute.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.
Meta Bets Big on Nvidia: First Major Standalone Roll‑out of Grace CPUs to Power Its AI Future
Meta and Nvidia have widened a strategic partnership to include large‑scale deployment of Nvidia GPUs and the first standalone mass roll‑out of Nvidia’s Grace CPUs, plus future plans to adopt Vera CPUs around 2027. The deal ties Meta’s planned $135 billion capex trajectory to Nvidia’s full‑stack platform while leaving room for other suppliers as a hedge against vendor concentration.
Meta Commits Over $10 Billion to a 1‑GW Data Centre in Indiana, Betting on an AI‑Heavy Future
Meta will build a 1 GW data‑centre campus in Lebanon, Indiana, with more than $10 billion invested in the facility and nearby community, creating roughly 4,000 construction jobs and 300 permanent roles. The scale of the project signals a strategic push for large‑scale AI and content infrastructure but raises questions about power supply, local benefits and long‑term demand for such massive compute sites.
Meta Commits $10bn+ to a 1‑Gigawatt AI Data Hub in Indiana — Big Bet on Power, Not Just Servers
Meta has started building a more than $10 billion, 1‑gigawatt data centre in Lebanon, Indiana, to serve AI and core product workloads. The project underscores the massive power, water and infrastructure demands of generative‑AI at scale and highlights the trade‑offs between local impacts and corporate investment.
AI Build‑out Exposes Power‑Equipment Bottleneck — Chinese Suppliers Poised to Fill a Global Gap
Rapid AI deployment is straining power‑equipment and critical materials markets, widening a global supply gap that benefits capable Chinese suppliers. The crunch has knock‑on effects for grid policy, commodity prices (notably indium), cybersecurity demand and the commercialisation of AI content.
Alphabet Prepares $15bn Bond Sale to Fuel an AI Spending Boom — Even as Investors Warily Watch for Oversupply
Alphabet is seeking about $15 billion in a multi‑tranche bond sale to help fund a sharply higher capital expenditure plan focused on AI infrastructure, including long‑dated maturities and potential foreign‑currency issuance. The offering underscores how major tech firms are increasingly relying on debt to finance a costly AI arms race that has drawn strong investor demand but raised concerns about overinvestment and long‑term returns.
Blackstone Backs Australian AI Play with $10bn Debt Package — A Bet on Data‑centre Nation
Firmus Technologies secured a US$10 billion debt package led by Blackstone to speed construction of AI‑focused data centres across Australia, including Project Southgate which targets up to 1.6GW of capacity by 2028. The deal underscores strong institutional demand for AI infrastructure while spotlighting operational, energy and market‑demand risks inherent in debt‑financed expansion.
Wall Street's Rotation Lift: Dow Tops 50,000 as Nvidia and Chip Makers Rally
U.S. markets surged on Friday, with the Dow closing above 50,000 for the first time as chips and cyclical stocks led a broad-based rally. Nvidia and other semiconductor names jumped on expectations of increased AI data‑centre spending, while investors digested mixed signals on corporate capex and the Fed’s path amid delayed payroll data.
China Orders Network of National 'Compute' Hubs to Accelerate AI and Industrial Digitisation
China's MIIT has instructed the construction of regional and industry interconnection nodes to standardise and accelerate the sharing of computing power across the country. The policy sets capital and licensing thresholds that channel build-and-operate roles to well‑funded construction entities and licenced telecom or cloud operators, shaping which firms will supply national AI and industrial compute services.