Articles by tag: ai-infrastructure

Amazon and Corning Deal: Localization of Fiber Optics in the US for AI

Amazon has signed a multi-billion dollar deal with Corning to localize fiber optic production in the US. How will this affect AI infrastructure and the market? Details and analysis.

Naver and NVIDIA: Sovereign AI and AI Infrastructure

Analysis of the strategic alliance between Naver and NVIDIA: building AI factories, competing with AWS and Google Cloud, sovereign AI for Korea. Details and implications.

CPO Technology Nvidia: Death of Optical Modules and the Future of AI Infrastructure

Nvidia has launched mass production of CPO switches. Analytics: how silicon photonics is destroying the optical transceiver market, who will win and lose. Read.

Nvidia CPO Switch: Mass Production of Spectrum-X and Supply Chain Revolution

Analysis of mass production of Nvidia Spectrum-X CPO switches: why it kills the optical modules market, who wins and loses, hidden consequences for the supply chain.

Neural I/O chip: replacing copper wires with MicroLED optics

Kopin and Fabric.AI are developing an optical Neural I/O chip for data transfer between GPUs using photons. Learn how this will change AI data centers and energy consumption.

AMD to invest $10 billion in 2nm chips in Taiwan — strategy vs NVIDIA

AMD invests $10 billion in production of 2nm EPYC Venice processors in Taiwan. Analysis of the race with NVIDIA, EFB technology and forecasts. Read details.

Fiber Optic Shortage 2026: How the AI Boom is Changing the Market

Demand for fiber optics has grown by 76% due to AI data centers. Find out why the shortage occurred, who benefits, and how it will affect the industry. Detailed analysis.

Google and Blackstone: $5 Billion AI Project on TPU

Google and Blackstone launch a joint AI venture with $5 billion in investments to compete with Nvidia. Learn how this will change the AI infrastructure market by 2027.

Cerebras IPO 2026: $56 billion and the AI chip market reshuffle

Cerebras raised $5.55 billion at a $56.4 billion valuation on Nasdaq. We analyze the architectural bet on inference, risks, and the future of the AI infrastructure market. Get the key points in 2 minutes.

Meta and Noon Energy: 100+ hours of energy storage for AI data centers

Meta has struck a deal with Noon Energy to deploy ultra-long-duration energy storage for data centers. Learn about carbon fuel cell technology providing 100+ hours of clean energy.

Mobile nuclear reactor on a truck: 10 MW for data centers

China has begun testing a mobile mini-reactor with a capacity of 10 MW, capable of powering AI data centers for decades without refueling. Learn about the technical details of the world's first nuclear power bank.

AI Infrastructure Wrapper: 2026 Trends for Developers

How stateful agents are changing the approach to AI development. Methods for controlling non-deterministic systems and safe integration into enterprise. Learn first.

AI Platform Wars: Key Players and Strategies

Analysis of the Shift in the AI Market: From Models to Platforms. Who Controls the AI Agents Stack? Learn the Strategies of OpenAI, Anthropic, Google and Microsoft. Recommendations for Developers.

Moratorium on AI Data Centers in Maine: What Awaits Developers

First US State Freezes Data Centers >20 MW Until 2027. Analysis of LD 307, Blockades on $64 Billion and Impact on GPU Prices. How Power Shortages Will Hit AI Projects — Read the Details.

Component shortage slows data centers in the US

Half of data center projects in the US are delayed due to shortage of transformers and batteries. Delivery times up to 5 years, imports from China growing. What this means for AI infrastructure — read the details.

$297 billion in AI startups Q1 2026: venture record

In Q1 2026, the venture market broke the $297 billion record, 81% in AI. OpenAI and Anthropic mega-rounds, shift to infrastructure. Risks and trends for investors — read the analysis.

Stackland for AI: on-premises deployment platform

Deploy Stackland in hours: infrastructure for AI applications, GPU inference, Yandex Cloud integration. Cost reduction by 1.5 times for middle/senior developers. Explore the architecture and tests.