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34 articles
Marvell Teralynx T100 Puts AI Data-Center Switching Into the Chip Race
Chips & SemiconductorsNews
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Marvell Teralynx T100 Puts AI Data-Center Switching Into the Chip Race

Marvell announced planned availability of its Teralynx T100 switch chip for AI training and inference infrastructure. The 102.4 Tbps chip is built on a 3nm process, supports up to a 512-port radix and is claimed to use 25 percent lower power than competitive solutions. The practical test is whether data-center customers use lower-power, high-radix switching to ease latency and power constraints in larger AI clusters.

June 4, 2026Read More →
AI Infrastructure Borrowing Pushes Big Tech Deeper Into Global Bond Markets
Cloud & Data CentersFunding
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AI Infrastructure Borrowing Pushes Big Tech Deeper Into Global Bond Markets

Alphabet and Amazon are using non-U.S. corporate bond markets to broaden funding for AI infrastructure and data center investment. Amazon raised 14.5 billion euros in March, while Morgan Stanley expects about 50 billion euros of hyperscaler euro debt this year. The practical test is whether international bond markets can absorb more AI-linked technology issuance without taking on greater sector volatility.

June 3, 2026Read More →
Lenovo opens Japan liquid cooling lab as AI data centers face power pressure
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Lenovo opens Japan liquid cooling lab as AI data centers face power pressure

Lenovo Japan opened Neptune Lab for liquid cooled AI infrastructure testing inside MC Digital Realty NRT12 data center in Chiba. The project targets rising AI power density and cooling constraints as Japan AI investment and data center electricity demand grow. The lab lets customers test servers, coolant distribution, racks, networking and monitoring before production deployments.

May 31, 2026Read More →
CAS Star’s Photonics Bet Turns Into an AI Infrastructure Test
Cloud & Data CentersFunding
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CAS Star’s Photonics Bet Turns Into an AI Infrastructure Test

CAS Star founder Mi Lei says the AI boom has validated a decade-long investment thesis around photonics and other hard-tech fields. The firm has more than 200 photonics-related companies among roughly 600 portfolio companies, spanning sensing, communications, computing, storage and display. The next test is whether optical links, laser chips and photonic computing companies can turn AI data-centre demand into durable commercial scale.

May 31, 2026Read More →
DeepSeek slashes V4-Pro API pricing by 75% as outside fundraising nears
AIFunding
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DeepSeek slashes V4-Pro API pricing by 75% as outside fundraising nears

DeepSeek made a 75% cut to the API price of DeepSeek-V4-Pro, setting the rate at 3 yuan (about AED 1.53) or $0.44 (about AED 1.61) per million tokens. The lower price sits far below the roughly $5 (about AED 18.35) charged for OpenAI’s GPT-5.5 and the $0.95 (about AED 3.49) charged by Kimi. DeepSeek is preparing for its first outside capital raise at a reported $44 billion valuation while V4-Pro remains a large open-weight model ranked ninth globally by VALS AI.

May 31, 2026Read More →
NTT Docomo, Accenture and AWS deepen work on AI governance infrastructure
Cloud & Data CentersNews
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NTT Docomo, Accenture and AWS deepen work on AI governance infrastructure

NTT Docomo Global widened its collaboration with Accenture and AWS around enterprise agentic AI infrastructure centered on governance and trust. The work focuses on further development of Universal Wallet Infrastructure, which manages identity, credentials, money and documents across apps, wallets and services. NEXT: NTT will supply the trust layer, Accenture will handle strategy and engineering support, and AWS will provide cloud and AI services.

May 31, 2026Read More →
A niche data-center game becomes a window into real infrastructure bottlenecks
Cloud & Data CentersNews
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A niche data-center game becomes a window into real infrastructure bottlenecks

An ITmedia feature examined the indie Steam game "Data Center" by having a data-center company executive play it and critique its realism from an operator’s perspective. The review found the game captures some core workflows of server deployment, but simplifies or omits major realities including layered security, redundant connectivity, cooling design, patch-panel operations, and automation. The episode matters as a signal of rising public and industry curiosity around data-center operations at a time when AI demand is pushing infrastructure into the mainstream technology conversation.

May 30, 2026Read More →
Taiwan Visit Highlights How AI Demand Is Pulling Chip Power, Capacity and Pricing Into One Orbit
Chips & SemiconductorsAnalysis
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Taiwan Visit Highlights How AI Demand Is Pulling Chip Power, Capacity and Pricing Into One Orbit

Jensen Huang’s Taiwan visit was centered on partner meetings, a planned discussion with TSMC Chairman C.C. Wei, and Nvidia appearances tied to the Computex cycle. The episode points to a broader market phase in which AI chip demand is increasingly shaped by foundry access, packaging readiness, memory costs and ecosystem coordination. Investors, suppliers and device makers should watch whether Taiwan-related expansion signals translate into concrete capacity, site, and pricing outcomes.

May 30, 2026Read More →
Nvidia’s Taipei GTC underscores Taiwan’s rising role in the global AI infrastructure race
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Nvidia’s Taipei GTC underscores Taiwan’s rising role in the global AI infrastructure race

Nvidia will hold GTC Taipei from June 1-4, 2026, for the second consecutive year, alongside COMPUTEX Taipei. Jensen Huang is scheduled to keynote on June 1, with sessions focused on AI infrastructure, agentic AI, reasoning AI, science, robotics, and edge systems. The event matters because it reinforces Taiwan’s importance not just as a hardware supply base, but as a strategic stage for the next phase of AI platform competition.

May 30, 2026Read More →
ByteDance’s Seedance 2.0 hits Cannes with 95-minute AI film ‘Hell Grind’
AINews
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ByteDance’s Seedance 2.0 hits Cannes with 95-minute AI film ‘Hell Grind’

ByteDance’s cloud platform Volcengine brought its Seedance 2.0 model to the 79th Cannes Film Festival and premiered Hell Grind, a 95-minute AI-generated feature film billed as the world’s first full-length AI movie. The film was produced by a team from US-based AI company Higgsfield using ByteDance-developed Seedance 2.0, with reported production taking 14 days, involving 15 people, and costing under $500,000. Its debut points to progress in long-form AI video generation while also raising questions about workforce displacement, authorship, and the role of human creators.

May 30, 2026Read More →
Future Tech: How Many Steps to “Fit” a Startup into the World Artificial Intelligence Conference?
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Future Tech: How Many Steps to “Fit” a Startup into the World Artificial Intelligence Conference?

WAIC Future Tech said its Knowledge Base is now online as a core content asset centered on AI innovation projects, investor insights, event information, and activity updates. The platform said the database will be continuously updated with material ranging from venture capital roadshows and AI singularity talks to venture capital gatherings and AI private director meetings. WAIC Future Tech describes itself as the World Artificial Intelligence Conference’s official global innovation platform for connecting early-stage AI startups with investors, industry, and talent.

May 30, 2026Read More →