SendTech Times
BREAKING

#ai infrastructure

10 articles
Smart TV Proxy SDKs Turn Free Apps Into a Hidden AI Scraping Supply Chain
CybersecurityNews
AI SHIFT:

Smart TV Proxy SDKs Turn Free Apps Into a Hidden AI Scraping Supply Chain

Bright Data's SDK has been reverse-engineered in research showing how free apps can turn consumer devices, including smart TVs, into residential proxy nodes for web-scraping traffic. The issue matters because AI data harvesting is increasing demand for residential IPs, while consent screens and background network behavior may not be clear to users or IT teams.

June 7, 2026Read More →
Ciena's $50 Billion AI Network Target Puts Optical Capacity on the Hyperscaler Clock
Chips & SemiconductorsNews
CAPACITY TEST:

Ciena's $50 Billion AI Network Target Puts Optical Capacity on the Hyperscaler Clock

Ciena says AI demand could roughly double its addressable market to about $50 billion by 2029 as hyperscalers and service providers invest in optical networking. It cited RLS Hyper Rail, DCOM, coherent modules and 400G/800G pluggable optics as demand areas while planning $250 million to $275 million in capex this year. The practical test is whether AI compute buildouts convert into durable network orders.

June 7, 2026Read More →
AI Data-Centre Spending Turns Energy Costs Into an Inflation Test
Cloud & Data CentersNews
CAPACITY TEST:

AI Data-Centre Spending Turns Energy Costs Into an Inflation Test

AI infrastructure spending is pushing data-centre power demand, construction costs and debt issuance into the inflation debate. Pew Research Centre counted more than 3,000 operational US data centres and about 1,500 more under construction or in early development. The practical test is whether productivity gains arrive before power, construction and financing costs spread further through the economy.

June 7, 2026Read More →
Google Compute Lease Turns SpaceX Data Centers Into an AI Capacity Test
Cloud & Data CentersNews
CAPACITY TEST:

Google Compute Lease Turns SpaceX Data Centers Into an AI Capacity Test

SpaceX lined up a Google compute agreement that gives Google access to about 110,000 NVIDIA GPUs and related components. The filing-based terms call for $920 million a month from October 2026 through June 2029, with delivery protections if GPU access is not ready by September 30, 2026. The next signal is whether SpaceX can turn AI data-center capacity into reliable third-party infrastructure before Google's bridge-capacity need changes.

June 6, 2026Read More →
Marvell Teralynx T100 Puts AI Data-Center Switching Into the Chip Race
Chips & SemiconductorsNews
CAPACITY TEST:

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
FUNDING GAP:

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 →