AI Infrastructure News
Latest AI Infrastructure news and analysis — 264 articles tagged AI Infrastructure on The Robotics Media.
- Meta Puts MTIA v3 'Iris' Custom AI Chip Into Production This Month — — Meta has begun production of its third-generation MTIA 'Iris' AI accelerator this September, a Broadcom-designed, TSMC 3nm chip meant to double the co...
- QuantrolOx Anchors UC Berkeley's Quantum Nexus With Five-Year MOU — — Oxford spin-out QuantrolOx becomes the first industry partner in UC Berkeley's Roger Herst Quantum Nexus, signing a five-year MOU to plug its Quantum...
- Skild AI Hits $100M Revenue Run Rate 10 Months After First Deploy — — Pittsburgh's Skild AI reveals a $100M annual revenue run rate and unveils S1, a video-taught robot foundation model built on NVIDIA infrastructure, te...
- UAE Redraws 5-GW AI Data Center Blueprint After Iranian Missile Attacks — — The UAE is quietly revising the design of its 5-gigawatt Stargate AI campus after Iranian missile and drone strikes hit U.S.-linked cloud sites in the...
- Enflame Soars 188% in $912M Shanghai STAR IPO, Hits $26B Valuation — — Tencent-backed AI chip designer Enflame Technology surged 188% on its Shanghai STAR Market debut after raising CNY 6.12 billion ($912 million), liftin...
- Microsoft Plans 38 Gigawatts of Data Centers by 2032 in Massive AI Buildout — — Microsoft is preparing to more than triple its data-center footprint to 38 gigawatts by 2032, up from about 12 GW today, blending owned Fairwater camp...
- OpenAI Opens Agents API In Public Beta, Ships Codex Harness As Managed Service — — OpenAI's new Agents API puts the managed Codex harness behind one API call — long-running sessions, tool search, subagents and pluggable sandboxes for...
- CrowdStrike Unveils Falcon Guardian, Turns Endpoint Into Runtime AI-Agent Enforcement Layer — — CrowdStrike launched Falcon Guardian at Fal.Con 2026 — a new AIDR solution that discovers, controls and detects autonomous AI agents at the endpoint,...
- Pentagon in Talks to Lend Fluidstack $5B for AI Data-Center Supply Chain — — The Pentagon's Office of Strategic Capital is in talks to lend roughly $5 billion to AI cloud startup Fluidstack to secure US data-center supply chain...
- Oracle Books $30B in Quarterly AI Cloud Contracts, RPO Balloons to $638B — — Oracle's cloud infrastructure revenue jumped 121% to $7.4B as remaining performance obligations rocketed 363% year over year to $638B, with new signin...
- Ayar Labs Adds $150M To Series E, Pushes Photonic Chiplet Round To $650M — — Ayar Labs extended its Series E to $650M with a fresh $150M cheque, and a $225M secondary lifts the co-packaged-optics startup past $5B as Nvidia, AMD...
- Tomorrow.io Unveils DeepSky, A Satellite Architecture Purpose-Built To Feed AI Weather Models — — Boston climate-tech firm Tomorrow.io has unveiled DeepSky, a next-generation microwave-sounder architecture designed to feed high-cadence observations...
- Google to Invest €13B in Finland, Backing Fortum’s Loviisa Nuclear Plant Through 2050 — — Alphabet unveils a €13B Finnish data-center program anchored by a 22-year Loviisa nuclear PPA, 629 MW of new wind and a 94 MW battery near Kajaani.
- Cerebras Locks In 165 MW Finland Campus With Compute Nordic To Feed OpenAI Backlog — — The Mikkeli campus scales to 165 MW under seven-year contracts, adds €1B-€1.7B of regional investment and turbo-charges Cerebras' European buildout fo...
- CloudNC Bags $20M Series B Extension As AI Programming Reaches 1,000 Machine Shops — — Nimble Ventures leads a $20M extension for London's CloudNC, whose CAM Assist AI now runs at more than 1,000 machine shops from Chelmsford to Lockheed...
- Physical Superintelligence Launches With $58M Seed To Industrialize Physics Discovery — — Cambridge lab Physical Superintelligence exits stealth with $58M led by Breakthrough Energy Ventures, deploying its Emmy platform of virtual physicist...
- Anthropic Locks In 14.8 GW And $517B Of Compute As IPO Race With OpenAI Heats Up — — Anthropic has signed $517B of compute contracts for 14.8 GW of AI capacity in 11 months, with an 11 GW deal from Amazon and Google alone worth more th...
- DIU And Honeywell Aerospace Flight-Test MagNav Quantum Navigation Over Pacific — — The Defense Innovation Unit and Honeywell Aerospace flew a magnetic-navigation quantum sensor on an Embraer 170 for more than four hours without GPS,...
- Alibaba Cloud, Cambricon Join PyTorch Foundation As Ant Group Takes Gold Seat — — Alibaba Cloud and Cambricon joined the PyTorch Foundation as Platinum members and Ant Group as Gold, announced Sept. 8 at KubeCon + CloudNativeCon + O...
- China MIIT Targets 9,800 Eflops Of Intelligent Compute By 2030 — — China's MIIT set a 9,800-eflops national intelligent-compute target by 2030, backed by 3.8 trillion yuan of information-infrastructure investment acro...