NVIDIA launches NVLink Fusion to enhance custom AI infrastructure.
AI infrastructure
27 tracked signals on AI infrastructure.
Alo Atomics is mass-manufacturing nuclear power plants for AI data centers.
“we're mass manufacturing nuclear power plants that are purpose-built for powering AI data centers”
NVIDIA introduces NVLink Fusion for AI infrastructure.
LLM inference costs are rising amid growing AI usage.
“your AI needs to be put on a diet and everyone needs to start auditing and budgeting for token usage.”
a16z launches $110B Machine Age Fund to rebuild US AI infrastructure
“The United States is short power, short compute, short chips. There's going to be shortages in all three.”
Fireworks and Baseten reach decacorn status as AI inference infrastructure sees explosive growth
“if you are gonna do multimodel inference, you are gonna need a router”
NVIDIA marks 10 years of DGX, evolving from a single system into the blueprint for modern AI factories.
“And now with the NVIDIA Vera Rubin rack-scale system, we are seeing up to a 10x reduction in inference token cost, crucial for today's agentic AI workloads.”
NVIDIA FLARE improves scaling of federated learning across multiple platforms.
NVIDIA Vera Rubin NVL72 production racks are now shipping with fully automated assembly.
Meta's MTIA 300 embeds NICs on-chip, making communication first-class for recommendation model training
“We've made communication a first-class citizen in the chip's design, not an afterthought handled by general-purpose compute cores.”
StarCloud raised $170M to build space data centers solving AI's terrestrial energy bottleneck
“we are very quickly running up on constraints on where we can build new energy projects terrestrially. And so by building them in space, we get access to this almost unlimited lowcost energy in the form of solar.”
Enterprises are abandoning rented AI inference after runaway costs force infrastructure ownership.
“It's almost as if you're loading credits inside a casino. You put some and then you pull it and then you are so addicted to it then you end up doing more and more of it and by some time you realize that you've blown past the threshold that you had mentally kept in mind.”
Nadella says Microsoft must earn community 'permission' before building AI data centers.
“Only when we live up to these principles, do the hard work around it, is when we earn the permission to go ahead and innovate and build.”
Exa, Modal, and TurboPuffer hit major funding and revenue milestones simultaneously this week.
NVIDIA launches cuObject and SCADA Server SDK for faster AI storage access
NVIDIA DSX MaxLPS uses dynamic power sharing to increase AI factory GPU deployment capacity
“Every unused watt is capacity left on the table.”
AWS AI Factories bring full cloud AI stack including Bedrock on-premise to telco data centers.
“it's not only about GPUs and AWS AI chips, but we also bring services like AWS Bedrock and SageMaker into the customer premise”
Valar Atomics powered the first AI chip with a startup-built nuclear reactor.
“The first ever AI chip powered by a nuclear reactor.”
OpenAI lobbies Texas Governor Abbott to shape state AI infrastructure policy
NVIDIA positions NVLink as the essential scale-up network backbone for AI factory data centers.
“AI factories—data center-scale systems that continuously convert data and energy into intelligence—are being deployed to meet this insatiable demand.”
DeepSeek introduces a method to fix GPU underutilization by rerouting prefill work through idle decoding machines.
“you don't need a bigger brain. You need a bigger straw.”
GPU design shifted from compute efficiency to memory bandwidth after transformers emerged
“attention is equal to n-squared”
AWS named a Leader in Forrester Wave AI Infrastructure Solutions Q4 2025 with highest Strategy score
“AWS is best for companies with high-volume or elastic inference workloads that prioritize cost efficiency but still need access to GPUs for peak performance scenarios.”
Semiconductors went from VC-shunned to multi-trillion dollar sector in two decades
“Jensen is a 5.3 trillion market cap company. And then Broadcom and TSMC is 2 trillion market cap company.”
Telcos are building sovereign AI factories using NVIDIA's NCP reference architecture for in-country AI infrastructure.
NVIDIA outlines full-stack observability strategy for multi-layer AI factory infrastructure
Over 90% of US critical minerals are refined in China, threatening AI hardware supply chains.
“Over 90% of the critical minerals we use are refined in China today, which is kind of wild to imagine given that that was a very fast transition just over the last several decades.”