[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"tag-ai-infrastructure":3},{"tag":4,"articles":11,"peer_article_count":374},{"id":5,"name":6,"slug":7,"article_count":8,"description_zh":9,"description_en":10},"e7fcc752-8a0f-43ee-8f25-34089a1c7821","AI infrastructure","ai-infrastructure",12,"AI 基礎設施涵蓋訓練與推論所需的雲端算力、資料中心、網路與儲存，也包括 GPU 供應、能源成本與區域法規。這些底層條件正決定模型能否擴大部署。","AI infrastructure covers the compute, storage, networking, and data-center capacity behind training and inference, plus the GPU supply, power costs, and regulation that shape where models can scale and who can run them.",[12,21,28,35,42,49,56,63,70,77,84,91,98,105,112,119,126,133,140,147,154,161,169,176,184,191,198,205,212,219,226,233,240,247,254,261,268,275,282,289,296,303,311,318,325,332,339,346,353,360,367],{"id":13,"slug":14,"title":15,"summary":16,"category":17,"image_url":18,"cover_image":18,"language":19,"created_at":20},"7de88068-c3f8-490b-8869-cde59476aa48","doe-land-ai-infrastructure-fast-en","DOE should turn its land into AI infrastructure fast","DOE should open its land to AI data centers and power buildout without delay.","industry","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781560067659-q2sf.png","en","2026-06-15T21:47:23.262193+00:00",{"id":22,"slug":23,"title":24,"summary":25,"category":17,"image_url":26,"cover_image":26,"language":19,"created_at":27},"638720e6-a425-485b-a9b9-3ff4e2f15399","rocm-vs-cuda-gpu-computing-comparison-en","ROCm vs CUDA: GPU Computing Comparison","ROCm and CUDA trade lower cost and openness against broader support and faster performance.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781439483900-gcea.png","2026-06-14T12:17:35.961195+00:00",{"id":29,"slug":30,"title":31,"summary":32,"category":17,"image_url":33,"cover_image":33,"language":19,"created_at":34},"e7bc8352-bd48-44da-a930-4f65eee294b5","cloudflare-q1-2026-revenue-growth-analyst-upgrades-en","Cloudflare posts 34% Q1 revenue growth as analysts lift targets","Cloudflare posted 34% Q1 2026 revenue growth, bought VoidZero, and drew higher price targets after an earnings beat.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781421468411-gk1q.png","2026-06-14T07:17:27.695626+00:00",{"id":36,"slug":37,"title":38,"summary":39,"category":17,"image_url":40,"cover_image":40,"language":19,"created_at":41},"59e63043-a1a2-4dab-a053-d64991e3f1cf","nvidia-sk-group-expand-ai-ties-co-development-en","Nvidia and SK Group expand AI ties into co-development","Nvidia and SK Group expanded their partnership from HBM supply into AI infrastructure, memory design, and semiconductor manufacturing.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781398976022-afrl.png","2026-06-14T01:02:30.330777+00:00",{"id":43,"slug":44,"title":45,"summary":46,"category":17,"image_url":47,"cover_image":47,"language":19,"created_at":48},"c750890e-4ddf-4e1c-85d5-a5bd4433620f","openai-files-confidential-ipo-after-122b-round-en","OpenAI Files Confidential IPO After $122B Round","OpenAI filed confidentially for an IPO after a $122 billion funding deal and a reported $852 billion valuation.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1781323367848-n0ns.png","2026-06-13T04:02:24.359675+00:00",{"id":50,"slug":51,"title":52,"summary":53,"category":17,"image_url":54,"cover_image":54,"language":19,"created_at":55},"5fe06d06-b5ee-4585-8442-9a324ad4b0ff","iren-microsoft-ai-deal-debt-financing-en","IREN’s Microsoft AI deal now has debt to match","1 financing package shows how IREN is funding Microsoft AI capacity with investment-grade GPU-backed debt.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780997573453-fljl.png","2026-06-09T09:32:21.942761+00:00",{"id":57,"slug":58,"title":59,"summary":60,"category":17,"image_url":61,"cover_image":61,"language":19,"created_at":62},"ab9d3fa0-70ed-4e02-816e-d782ec00a6fb","5-reasons-dell-could-win-ai-infrastructure-2026-en","5 reasons Dell could win AI infrastructure in 2026","5 reasons Dell may outpace Nvidia and Micron in 2026, from AI server orders to a $51.3 billion backlog and cheap valuation.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780882366034-05ep.png","2026-06-08T01:32:23.034981+00:00",{"id":64,"slug":65,"title":66,"summary":67,"category":17,"image_url":68,"cover_image":68,"language":19,"created_at":69},"420ec24c-976b-47b2-812f-9fa1dfa466df","5-takeaways-alphabet-80b-ai-funding-plan-en","5 takeaways from Alphabet’s $80B AI funding plan","5 takeaways explain how Alphabet’s $80 billion stock plan will fund AI compute, shape capex, and signal demand.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780881472963-hcrh.png","2026-06-08T01:17:23.135645+00:00",{"id":71,"slug":72,"title":73,"summary":74,"category":17,"image_url":75,"cover_image":75,"language":19,"created_at":76},"4b92a758-c91b-42eb-a154-93a8324897de","why-gpu-financing-is-the-real-ai-moat-en","Why GPU financing is the real AI moat","GPU financing, not raw GPU access, is becoming the decisive moat in AI infrastructure.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780644781490-kb5e.png","2026-06-05T07:32:27.135537+00:00",{"id":78,"slug":79,"title":80,"summary":81,"category":17,"image_url":82,"cover_image":82,"language":19,"created_at":83},"b5d3a7d0-c274-45b0-8a83-0ec247617f4e","why-jensen-huang-keynote-bigger-than-nvidia-en","Why Jensen Huang’s keynote is bigger than Nvidia","Jensen Huang’s Computex keynote argues that AI compute is still a profit engine, and the winners extend beyond Nvidia.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780530476741-pv0p.png","2026-06-03T23:47:22.452183+00:00",{"id":85,"slug":86,"title":87,"summary":88,"category":17,"image_url":89,"cover_image":89,"language":19,"created_at":90},"84c7303a-4a2f-472b-a99b-bfedd80f5fc3","why-data-center-narratives-public-policy-fight-en","Why Data Center Narratives Are Now a Public Policy Fight","Data center expansion is no longer a private infrastructure story; it is now a public policy fight over power, water, land, and labor.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780445874523-593u.png","2026-06-03T00:17:29.138871+00:00",{"id":92,"slug":93,"title":94,"summary":95,"category":17,"image_url":96,"cover_image":96,"language":19,"created_at":97},"f2c9eb74-7ff7-466d-b97a-4e94572a0fa6","anthropic-ipo-filing-public-bet-en","Anthropic's IPO filing turns AI into a public bet","I break down Anthropic’s confidential S-1 filing and what it means for developers building on Claude.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780419802700-sj69.png","2026-06-02T17:02:48.390193+00:00",{"id":99,"slug":100,"title":101,"summary":102,"category":17,"image_url":103,"cover_image":103,"language":19,"created_at":104},"683034bf-04fa-484e-b92f-79b21c048dec","why-bytedance-is-right-to-build-its-own-cpus-en","Why ByteDance Is Right to Build Its Own CPUs","ByteDance should build in-house CPUs to control cost, supply, and AI infrastructure performance.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780305472253-bspg.png","2026-06-01T09:17:20.516159+00:00",{"id":106,"slug":107,"title":108,"summary":109,"category":17,"image_url":110,"cover_image":110,"language":19,"created_at":111},"6fb295b3-95b3-4029-9a34-dc6d0a55e139","omdia-ai-factory-model-turns-capex-output-en","Omdia’s AI factory model turns capex into output","Omdia’s 2026 AI factory playbook reframes infrastructure around token output, sovereignty, and the last mile of AI delivery.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780197494991-jw8h.png","2026-05-31T03:17:49.701647+00:00",{"id":113,"slug":114,"title":115,"summary":116,"category":17,"image_url":117,"cover_image":117,"language":19,"created_at":118},"e1ee9b72-a612-413d-967b-b25a75678601","5-reasons-bytedance-is-building-custom-cpus-en","5 reasons ByteDance is building custom CPUs","5 reasons ByteDance is building custom CPUs for AI data centers, from rising Intel and AMD prices to export controls and Arm vs RISC-V bets.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780164171283-z9im.png","2026-05-30T18:02:24.667234+00:00",{"id":120,"slug":121,"title":122,"summary":123,"category":17,"image_url":124,"cover_image":124,"language":19,"created_at":125},"7c2a645b-e3a5-42b1-a7fa-a267336ed916","5-reasons-nebius-caught-aschenbrenner-eye-en","5 reasons Nebius caught Aschenbrenner's eye","5 reasons Nebius drew Leopold Aschenbrenner’s fund, from Nvidia backing to fast revenue growth and AI factory plans.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780153378382-9tpr.png","2026-05-30T15:02:25.537944+00:00",{"id":127,"slug":128,"title":129,"summary":130,"category":17,"image_url":131,"cover_image":131,"language":19,"created_at":132},"eadc66a7-b6be-48b2-a37f-80eb0d69806a","aschenbrenner-fund-buys-nebius-after-nvidia-deal-en","Aschenbrenner Fund Buys Nebius After Nvidia Deal","Leopold Aschenbrenner’s fund bought Nebius after Nvidia pledged $2 billion, highlighting how AI infrastructure stocks are drawing serious capital.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780011189564-do5z.png","2026-05-28T23:32:45.782342+00:00",{"id":134,"slug":135,"title":136,"summary":137,"category":17,"image_url":138,"cover_image":138,"language":19,"created_at":139},"63a90323-a277-4847-897e-8bd08a0966f0","why-dcd-is-wrong-data-center-news-site-en","Why DCD Is Wrong to Treat the Data Center as Just a News Site","DCD is not just a media brand; it is an industry operating system for data center decision-makers.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779594355490-n6s4.png","2026-05-24T03:45:26.802144+00:00",{"id":141,"slug":142,"title":143,"summary":144,"category":17,"image_url":145,"cover_image":145,"language":19,"created_at":146},"faae49f4-001f-46bc-886a-1ad105cbfd9f","anthropic-buys-stainless-300m-sdk-toolchain-en","Anthropic Buys Stainless for $300M+","Anthropic is buying Stainless for $300M+, taking control of the SDK generator used by OpenAI, Google, Meta, and Cloudflare.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779470755268-2rik.png","2026-05-22T17:25:29.761146+00:00",{"id":148,"slug":149,"title":150,"summary":151,"category":17,"image_url":152,"cover_image":152,"language":19,"created_at":153},"4d45696d-8a7a-4481-b361-4d9d405ba7e8","why-meta-layoffs-are-the-right-ai-reset-en","Why Meta’s layoffs are the right AI reset","Meta’s layoffs are a blunt but necessary reset toward AI, not a sign of collapse.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779448555071-glxh.png","2026-05-22T11:15:27.265503+00:00",{"id":155,"slug":156,"title":157,"summary":158,"category":17,"image_url":159,"cover_image":159,"language":19,"created_at":160},"cff6af67-fb7a-4fe0-9b31-cde545fa923b","nvidia-full-ai-stack-website-overview-en","NVIDIA’s site shows its full AI stack","NVIDIA’s homepage bundles its AI, data center, gaming, and robotics products into one dense product map.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779427614464-3oeh.png","2026-05-22T05:25:44.600539+00:00",{"id":162,"slug":163,"title":164,"summary":165,"category":166,"image_url":167,"cover_image":167,"language":19,"created_at":168},"f01a9112-3ce4-4627-adc2-835669734d05","azure-linux-4-0-microsoft-open-source-ai-infrastructure-en","Azure Linux 4.0 Pushes Microsoft Deeper Into Open Source","Microsoft unveiled Azure Linux 4.0 and Azure Container Linux, adding broader server support, Python 3.12, and sandboxing for enterprise AI workloads.","model-release","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779368751900-q6oj.png","2026-05-21T13:05:26.64259+00:00",{"id":170,"slug":171,"title":172,"summary":173,"category":17,"image_url":174,"cover_image":174,"language":19,"created_at":175},"7e8b2ac9-3849-480e-bfc9-54432d7bf0e3","openai-guaranteed-capacity-compute-customers-en","OpenAI sells compute reservations to big customers","OpenAI launched Guaranteed Capacity, a multi-year compute reservation program for customers that need reserved AI infrastructure.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779288850962-vmb0.png","2026-05-20T14:53:43.653238+00:00",{"id":177,"slug":178,"title":179,"summary":180,"category":181,"image_url":182,"cover_image":182,"language":19,"created_at":183},"ed04700d-ad66-4d75-a67e-7c5391386210","azure-linux-40-container-linux-ga-en","Azure Linux 4.0 and Container Linux go GA","Microsoft launched Azure Linux 4.0 and Azure Container Linux, adding hardened, immutable OS options for Azure VMs and AKS at AI scale.","tools","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779250439181-g7mr.png","2026-05-20T04:13:32.176456+00:00",{"id":185,"slug":186,"title":187,"summary":188,"category":17,"image_url":189,"cover_image":189,"language":19,"created_at":190},"3535a568-133c-44af-82d2-be4c86884f71","data-center-world-2026-ai-pushes-infra-limits-en","Data Center World 2026: AI Pushes Infra Limits","At Data Center World 2026, OCI, Nvidia, and Google said AI is forcing data centers to redesign power, cooling, and networks.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779247443214-be3y.png","2026-05-20T03:23:39.436091+00:00",{"id":192,"slug":193,"title":194,"summary":195,"category":17,"image_url":196,"cover_image":196,"language":19,"created_at":197},"fe1f68e7-eb82-488d-8a4f-8c2c326e49e9","chris-wright-ai-energy-loop-decoded-en","Chris Wright's AI energy loop, decoded","I break down NVIDIA’s AI-energy pitch into a practical template for building compute, power, and infrastructure together.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1779120254678-wd5d.png","2026-05-18T16:03:48.665027+00:00",{"id":199,"slug":200,"title":201,"summary":202,"category":17,"image_url":203,"cover_image":203,"language":19,"created_at":204},"b26e081c-2ed1-42ef-90eb-52911d73b80f","why-ais-real-moat-is-data-extraction-not-model-size-en","Why AI’s real moat is data extraction, not model size","AI winners are being built on access to real user data, internal workflows, and compute, not just bigger models.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778987027440-2bcy.png","2026-05-17T03:03:19.984293+00:00",{"id":206,"slug":207,"title":208,"summary":209,"category":17,"image_url":210,"cover_image":210,"language":19,"created_at":211},"1270e2f4-6f3b-4772-9075-87c54b07a8d1","iren-signs-nvidia-ai-infrastructure-pact-en","IREN signs Nvidia AI infrastructure pact","IREN will deploy up to 5 gigawatts of Nvidia designs, while Nvidia can invest up to $2.1 billion in the company.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778871059665-3vhi.png","2026-05-15T18:50:38.162691+00:00",{"id":213,"slug":214,"title":215,"summary":216,"category":17,"image_url":217,"cover_image":217,"language":19,"created_at":218},"b63692ed-db6a-4dbd-b771-e1babdc94af7","nvidia-backs-corning-factories-with-billions-en","Nvidia backs Corning factories with billions","Nvidia is funding Corning factory construction with several billion dollars, alongside a separate equity stake worth up to $3.2 billion.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778822444685-tvx6.png","2026-05-15T05:20:28.914908+00:00",{"id":220,"slug":221,"title":222,"summary":223,"category":17,"image_url":224,"cover_image":224,"language":19,"created_at":225},"66bcaabb-8569-4656-b4ff-a82a50aec9ee","why-jensen-huang-is-right-to-run-toward-ai-en","Why Jensen Huang is right to tell grads to run toward AI","Jensen Huang is right: AI infrastructure is the best near-term bet for ambitious graduates and for America’s industrial base.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778699449744-ih96.png","2026-05-13T19:10:26.451906+00:00",{"id":227,"slug":228,"title":229,"summary":230,"category":17,"image_url":231,"cover_image":231,"language":19,"created_at":232},"790f2ff4-234e-40b4-91c0-6d49b8a2d932","why-rust-is-the-ai-language-of-the-future-en","Why Rust Is the AI Language of the Future","Rust will power more AI infrastructure because its compiler enforces safety and speed at compile time.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778690455761-twxy.png","2026-05-13T16:40:32.125069+00:00",{"id":234,"slug":235,"title":236,"summary":237,"category":17,"image_url":238,"cover_image":238,"language":19,"created_at":239},"1cba42fa-d271-4069-8789-d16c36c1b88f","anthropic-1-8b-akamai-compute-deal-en","Anthropic’s $1.8B Akamai Deal Signals Compute Hunger","Anthropic signed a reported $1.8 billion, seven-year compute deal with Akamai as demand for Claude keeps climbing.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778688649477-2b26.png","2026-05-13T16:10:33.58337+00:00",{"id":241,"slug":242,"title":243,"summary":244,"category":17,"image_url":245,"cover_image":245,"language":19,"created_at":246},"a4200afd-877e-423b-8f80-12e4f01fc141","why-anthropic-200b-google-cloud-pledge-changes-ai-race-en","Why Anthropic’s $200B Google Cloud pledge changes the AI race","Anthropic’s five-year $200 billion Google Cloud commitment is a strategic moat, not just a cloud bill.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778641841116-1lkp.png","2026-05-13T03:10:23.480131+00:00",{"id":248,"slug":249,"title":250,"summary":251,"category":17,"image_url":252,"cover_image":252,"language":19,"created_at":253},"f1796e06-acf1-49be-b2b6-47bd628dc9b7","nvidia-40b-ai-equity-spree-raises-questions-en","Nvidia’s $40B AI equity spree raises new questions","Nvidia has topped $40 billion in 2026 equity commitments as it backs AI suppliers, cloud firms, and model makers.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778422250445-78ed.png","2026-05-10T14:10:30.606964+00:00",{"id":255,"slug":256,"title":257,"summary":258,"category":17,"image_url":259,"cover_image":259,"language":19,"created_at":260},"41662e02-1da3-401d-a5df-fb741ef93c85","why-nvidia-corning-deal-matters-ai-infrastructure-en","Why the NVIDIA-Corning Deal Matters More Than Another AI Press Release","NVIDIA and Corning are betting that AI infrastructure now depends on U.S.-built optical connectivity, not just more GPUs.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778415045727-ce6s.png","2026-05-10T12:10:20.242242+00:00",{"id":262,"slug":263,"title":264,"summary":265,"category":17,"image_url":266,"cover_image":266,"language":19,"created_at":267},"c50142cc-9a45-4b26-ab58-f268a9a8ca71","anthropic-growth-outrunning-compute-musk-datacenter-en","Anthropic’s growth is outrunning its compute","Anthropic’s revenue hit $30 billion annualized, but demand forced it to rent xAI’s Memphis data center and raise Claude limits.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778393459292-4pj6.png","2026-05-10T06:10:31.407523+00:00",{"id":269,"slug":270,"title":271,"summary":272,"category":17,"image_url":273,"cover_image":273,"language":19,"created_at":274},"607b75ed-65a2-4f71-91c9-fe21c08604d7","why-musks-ai-stack-should-stay-inside-spacex-en","Why Musk’s AI stack should stay inside SpaceX","Musk’s AI strategy is strongest when it stays vertically integrated inside SpaceX.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778335845481-7k6b.png","2026-05-09T14:10:28.598217+00:00",{"id":276,"slug":277,"title":278,"summary":279,"category":17,"image_url":280,"cover_image":280,"language":19,"created_at":281},"3fbaf51d-5e58-4f30-a019-431b2ee7fa38","why-openai-microsoft-breakup-good-for-everyone-en","Why OpenAI’s Microsoft breakup is good for everyone","OpenAI’s move away from Microsoft exclusivity is the right call for customers, developers, and the market.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1778130644534-7prn.png","2026-05-07T05:10:24.245379+00:00",{"id":283,"slug":284,"title":285,"summary":286,"category":17,"image_url":287,"cover_image":287,"language":19,"created_at":288},"3d383df0-8ba3-4e8e-9e0e-1fc9bdb11471","openai-compute-infrastructure-beyond-10gw-en","OpenAI maps out compute buildout beyond 10GW","OpenAI says it is planning beyond 10GW of compute and reviewing U.S. data center sites with partners.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1777972264866-mc09.png","2026-05-05T09:10:29.882389+00:00",{"id":290,"slug":291,"title":292,"summary":293,"category":17,"image_url":294,"cover_image":294,"language":19,"created_at":295},"f6d0d13e-085c-458c-8d9f-255b7f1edf92","anthropic-amazon-5gw-compute-claude-en","Anthropic and Amazon lock in 5GW for Claude","Anthropic and Amazon signed a bigger AWS deal: up to 5GW for Claude, $100B+ over 10 years, and 100,000+ AWS customers already using it.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1777032236218-f84t.png","2026-04-24T12:03:39.90241+00:00",{"id":297,"slug":298,"title":299,"summary":300,"category":17,"image_url":301,"cover_image":301,"language":19,"created_at":302},"8694bf5f-b4f4-45f5-88b5-ec8e6b2c9c69","amazon-25b-anthropic-compute-deal-en","Amazon’s $25B Anthropic Bet Is About Compute","Amazon will invest up to $25B in Anthropic, while Anthropic plans to spend over $100B on AWS over 10 years for AI compute.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1776773041734-o8sc.png","2026-04-21T12:03:39.26331+00:00",{"id":304,"slug":305,"title":306,"summary":307,"category":308,"image_url":309,"cover_image":309,"language":19,"created_at":310},"d8e6571b-a336-43aa-8c9f-05e6209b5e85","matei-zaharia-2025-acm-prize-ai-infrastructure-en","Matei Zaharia Wins 2025 ACM Prize for AI Infra","Matei Zaharia won the 2025 ACM Prize for Spark and Ray, the systems that power faster machine learning, analytics, and AI at scale.","research","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775823359681-28jb.png","2026-04-10T12:15:40.584815+00:00",{"id":312,"slug":313,"title":314,"summary":315,"category":17,"image_url":316,"cover_image":316,"language":19,"created_at":317},"3e7013a2-1e92-4b86-8f85-45ac948304a8","openai-pauses-uk-data-centre-plan-costs-en","OpenAI pauses UK data centre plan over costs","OpenAI is pausing its Stargate UK project, citing energy prices and regulation as it keeps investing in UK talent and AI work.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775822990320-pd5a.png","2026-04-10T12:09:35.39783+00:00",{"id":319,"slug":320,"title":321,"summary":322,"category":17,"image_url":323,"cover_image":323,"language":19,"created_at":324},"5c9f16d9-bf8b-479d-9881-c15fe0f3ccd9","anthropic-google-broadcom-next-gen-compute-en","Anthropic Deepens Google and Broadcom Compute Deal","Anthropic signed a multi-gigawatt TPU deal with Google and Broadcom, as Claude revenue tops $30B run-rate and enterprise spend doubles.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775628788885-1n9q.png","2026-04-08T06:12:33.90225+00:00",{"id":326,"slug":327,"title":328,"summary":329,"category":17,"image_url":330,"cover_image":330,"language":19,"created_at":331},"ebda74d3-8122-455a-addd-1ade341b2542","kubernetes-becoming-ais-control-plane-en","Kubernetes Is Becoming AI’s Control Plane","KubeCon Europe 2026 showed Kubernetes moving from app orchestration to AI ops, with inference, GPUs, and open standards leading the shift.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775178585987-q0fi.png","2026-04-03T01:09:30.778998+00:00",{"id":333,"slug":334,"title":335,"summary":336,"category":17,"image_url":337,"cover_image":337,"language":19,"created_at":338},"15c2f00f-4c48-4580-a13e-74626eb520f7","five-ai-infra-frontiers-bessemer-2026-en","Five AI Infra Frontiers 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SoftBank.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775153035993-8cue.png","2026-04-02T18:03:39.465782+00:00",{"id":347,"slug":348,"title":349,"summary":350,"category":17,"image_url":351,"cover_image":351,"language":19,"created_at":352},"d6e69428-99ef-4933-b892-87440d05e2b3","agent-infra-rewrites-ai-infrastructure-en","Agent Infra Is Rewriting AI Infrastructure","SWE-agent, Anthropic, and MCP show why agent performance now depends on interfaces, state, and scheduling, not model size alone.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1775057785591-0i9l.png","2026-04-01T10:06:27.216054+00:00",{"id":354,"slug":355,"title":356,"summary":357,"category":17,"image_url":358,"cover_image":358,"language":19,"created_at":359},"45da1b55-3f7d-49d6-a7fa-be0f503dcd3a","nvidia-rubin-ai-infrastructure-2026-en","NVIDIA Rubin Pushes AI Infrastructure to a New Scale","NVIDIA’s Rubin platform bundles six chips, claims 10x lower inference cost, and brings Vera Rubin NVL72 systems to cloud and enterprise AI.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1774497418478-ye2x.png","2026-03-30T06:18:53.417098+00:00",{"id":361,"slug":362,"title":363,"summary":364,"category":17,"image_url":365,"cover_image":365,"language":19,"created_at":366},"0d6c9fc4-3569-43fd-82ec-6985a1cf216f","openai-compute-bet-reshaping-ai-economics-en","OpenAI’s Compute Bet Is Reshaping AI Economics","OpenAI’s spending on chips, power, and data centers is exposing a hard truth: AI demand is real, but the business math is still shaky.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1774618930188-17in.png","2026-03-27T01:41:44.096103+00:00",{"id":368,"slug":369,"title":370,"summary":371,"category":166,"image_url":372,"cover_image":372,"language":19,"created_at":373},"d4cffde7-9b50-4cc7-bb68-8bc9e3b15477","nvidia-rubin-ai-supercomputer-en","NVIDIA Unveils Rubin: A Leap in AI Supercomputing","NVIDIA Rubin platform introduces six new chips for AI, offering up to 10x inference cost reduction, aiming to redefine AI infrastructure standards.","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1774497019588-7dr8.png","2026-03-25T16:24:35.155565+00:00",5]