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Nvidia DSX Pod Packs Seven Vera Rubin Racks Into One Shipping Container
Nvidia's DSX Pod puts 504 Rubin GPUs in a 28-tonne container Jensen Huang says can start serving tokens 14 days after it rolls off the truck.
AI Infrastructure
Covers the physical and technical foundations of AI systems — data centers, chips, power, cooling, networking, and the companies building compute capacity at scale.
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Microsoft Azure Maia 300 Is Built to Make Nvidia Optional for Azure Inference
Microsoft's third-gen AI accelerator targets 288GB of HBM4 per chip and a 2027 multi-gigawatt rollout, with one major catch customers can't buy around.
ExplainerAI Infrastructure
Nvidia's $250B Guarantee for OpenAI's Ohio Campus: What It Is and Why It Exists
Nvidia is not writing OpenAI a $250 billion check. It is co-signing a lease, because the bond market wouldn't lend to OpenAI on its own.
NewsAI Infrastructure
TSMC Commits $265 Billion to Arizona as Q2 Profit Surges 77%
TSMC's $265 billion Arizona pledge lands the same day it books a record $22 billion quarter, with 2nm and CoWoS packaging at the center.
ExplainerAI Infrastructure
OpenAI's Jalapeño Chip: The Inference ASIC Aimed at Nvidia's Weakest Flank
OpenAI's Jalapeño chip taped out in nine months, targets inference costs, and still leaves Nvidia running the training side.
NewsAI Infrastructure
Intel Crescent Island Bets 480GB of LPDDR5X Against Nvidia's HBM Monopoly
Intel's Xe3P inference accelerator skips HBM entirely, packing more memory than any Nvidia or AMD data center GPU shipping in 2026.
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Qualcomm Buys Modular for $3.9B to Crack Nvidia's CUDA Lock-In
Qualcomm's all-stock deal for Chris Lattner's Modular targets the software moat that has protected Nvidia's AI dominance more than any GPU spec.
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Alphabet Raises $84.75 Billion in Largest US Equity Offering to Fund AI Compute
Alphabet's $84.75 billion equity raise includes $10 billion from Berkshire Hathaway, but roughly $30 billion is earmarked for taxes, not GPUs.
OpinionAI Infrastructure
Why Microsoft's Maia 200 Is the Quiet Threat to Nvidia's Inference Lock-In
Maia 200 ships with 216GB HBM3e, native FP4, and a potential Anthropic deal that would crack Nvidia's grip on frontier-model inference.
NewsAI Infrastructure
Nvidia Posts $81.6B Q1 FY2027 Revenue, Guides $91B With Zero China Sales
Record quarter, a 25× dividend hike, and an $80 billion buyback land alongside a China Data Center number that has collapsed to zero.
ExplainerAI Infrastructure
How Cerebras' Wafer-Scale Engine Works and Why It Rattles Nvidia
The WSE-3 is 57 times larger than an H100 and serves AI tokens from on-chip SRAM at 21 PB/s. Here's what that actually changes.
ExplainerAI Infrastructure
MRC Protocol: How OpenAI's Ethernet Rewrite Scales to 100,000 GPUs
OpenAI, Microsoft, and NVIDIA quietly rebuilt Ethernet for frontier AI training. Here's how the Multipath Reliable Connection protocol actually works.