The AI Cloud Is Splitting Into Specialized Machines
Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026

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39 stories for“infrastructure spending”
Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026

A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025

Solar power, smarter grids, water systems and new fuels can help the Kingdom build exportable expertise while strengthening energy resilience at home.
Jul 28, 2026

No company has ever been worth this much. Nvidia's climb past a four trillion dollar valuation shows how completely AI now drives the stock market.
Jul 14, 2025

NIST's agent initiative focuses on identity, authorization, interoperability and security. Those controls will determine whether autonomous tools can move from demos into trusted work.
Aug 2, 2026

Researchers generated electricity from a hydrogen turbine that compresses using detonation rather than a mechanical compressor. Removing that component changes the efficiency ceiling.
Aug 6, 2026

The company that sells the hardware now owns the repository: three million models, half a million datasets, eighteen million developers. Jensen Huang promises it stays open and that Nvidia compute will not be required. What changes and what to watch.
Sep 8, 2026

Most small firms adopt AI where it is visible rather than where it saves money. The returns are in drafting, summarising and structuring information, and the losses are in anything requiring accuracy nobody checks.
Aug 13, 2026

Sixteen point eight billion dollars for the first phase, a hundred million square feet when finished, and a site chosen because a shuttered power station left behind exactly what a fab needs.
Aug 14, 2026
