Tag: AI Infrastructure
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AI Data Center Land Buying Hits $6B in H1 2026 as High-Voltage Power Commands 2.4x Premium
US AI data center land spending hit $6B in H1 2026 as 230-kV and 500-kV powered sites commanded a 2.4x valuation premium…
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Upscale AI Launches Token Fabric to Unify Rival AI Chips Across 115.2 Tbps Scale-Up Silicon
NVIDIA-backed Upscale AI unveiled Token Fabric, uniting 115.2 Tbps SkyFabriX scale-up silicon and Spectrum-X Ethernet to connect rival AI accelerators.
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Nvidia Acquires Hugging Face for $12.9B: Market Impact
Nvidia agrees to acquire Hugging Face for $12.9B, consolidating open-source model distribution with proprietary CUDA hardware and enterprise cloud tools.
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DeepSeek Orders 160K Huawei Ascend 950DT AI Chips
DeepSeek commissions a major datacenter cluster in Inner Mongolia powered by 160,000 domestic Huawei Ascend 950DT processors amid global chip sanctions.
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Cisco Expands Secure AI Factory with Supermicro Deal
Cisco adds Supermicro liquid-cooled server architectures to its Secure AI Factory portfolio, addressing datacenter power density and thermal constraints.
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Figure AI Commits $3.5B for 100K NVIDIA Vera Rubin GPUs
Figure AI commits $3.5B with Nscale to deploy 100,000 NVIDIA Vera Rubin GPUs for training next-generation autonomous humanoid robot foundation models.
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McKinsey Study: 54% of Large Enterprises Scale AI Across Operations
McKinsey finds 54% of billion-dollar enterprises scale AI operations, but only 6% realize significant EBIT impact as operating costs constrain use.
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DeepSeek Orders 160K Huawei Ascend 950DT AI Chips for Mongolia Data Center
DeepSeek plans to deploy 160,000 Huawei Ascend 950DT accelerators at an Inner Mongolia facility for large-scale inference amid US export restrictions.
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Cisco Expands Secure AI Factory with Supermicro Liquid-Cooled Deal
Cisco partnered with Supermicro, adding high-density liquid-cooled server racks to its Secure AI Factory for 100kW+ Blackwell accelerator deployments.
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Frontier AI Price War: The $10/$50 Parity Point, Cache Economics, and Gated Cyber Tiers
The September 2026 frontier AI price war: analyzing the $10/$50 token equilibrium, 75% prompt cache discounts, and the rise of gated cyber…