AI Infrastructure

Abstract visualization of neocloud GPU infrastructure powering AI

Nscale Just Raised $2 Billion — And Neoclouds Are the Real AI Gold Rush

Everyone’s talking about the latest AI models. The chatbots. The agents. The demos that make your jaw drop. But here’s the thing nobody at your dinner party is discussing: none of it works without an absurd amount of GPU compute, and a scrappy UK startup just raised the largest single equity round in European history to make sure that compute exists. On Monday, Nscale announced a $2 billion Series C at a $14.6 billion valuation — more than doubling its Series B from just six months ago. The round was led by Norway’s Aker ASA and 8090 Industries, with participation from Nvidia, Dell, Citadel, Jane Street, Lenovo, Nokia, and Point72. ...

Abstract visualization of AI data centers and energy grid tension

Trump's Ratepayer Protection Pledge: A Photo Op or an Energy Policy?

Seven of the most powerful tech companies on Earth walked into the White House on March 4th and signed a piece of paper promising your electricity bill won’t go up because of AI. If that sounds too neat, you’re paying attention. What They Actually Signed Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI committed to “build, bring, or buy” all the power their data centers consume. They’ll cover grid infrastructure upgrades, negotiate separate rate structures with utilities, and pay for electricity whether they use it or not. ...

Meta and AMD logos with circuit board patterns representing their massive AI chip deal

Meta Just Handed AMD $100 Billion and 10% of the Company. Nvidia Should Be Worried.

The AI chip wars just escalated from skirmish to full-blown conflict. Meta and AMD announced a multiyear deal worth over $100 billion — six gigawatts of AMD computing power, plus warrants giving Meta up to 160 million AMD shares at a penny each. That’s roughly 10% of the entire company. Read that again. The company that owns Facebook, Instagram, and WhatsApp could soon own a tenth of its chip supplier. This isn’t a procurement contract. It’s a hostile restructuring of the AI hardware economy. ...

Meta and Nvidia Just Signed the Biggest AI Chip Deal Ever — Here's What It Means

If you needed proof the AI infrastructure arms race isn’t slowing down, Nvidia and Meta just handed it to you on a silver platter worth tens of billions of dollars. The two companies announced a multiyear, multigenerational partnership that will put millions of Nvidia processors inside Meta’s data centers. Not just GPUs — standalone CPUs, next-gen hardware, networking, and confidential computing for WhatsApp. This isn’t a purchase order. It’s a strategic alignment that reshapes who controls AI’s physical backbone. ...