Infrastructure and hardware comprise the physical compute systems, specialized chips, and data center components that power artificial intelligence workloads. Truncated covers chip architectures, supply chains, energy requirements, and the hardware deployments that enable large scale computing.
Unite.AI — Amazon Web Services (AWS) announced NVIDIA Multi-Instance GPU support for Amazon SageMaker Inference on November 6, 2026, letting multiple hardware-isolated models share one accelerator on real-time endpoints instead of...
NVIDIA Technical Blog — During reinforcement learning (RL) post-training, training trajectories are generated on the fly by running inference with the current policy model. For training efficiency, it is common to run…
datacenterdynamics.com — Construction work could start in March 2027
semafor.com — According to a PowerPoint presentation reviewed by Semafor, former Intel CEO Pat Gelsinger said the industry is failing to innovate on new technologies that could create exponential performance gains.
GamesBeat — The AI boom has given a huge boost to the makers of AI processors, graphics processing units and memory chips. But it's also creating real demand for foundational semiconductors that are part of the infrastructure.
GamesBeat — Hollywood & Games returns to Los Angeles on December 10, bringing together 250+ executives, founders, investors and decision-makers at the Grammy Museum's Clive Davis...
semafor.com — The buildout is the first investment from Qatar Investment Authority’s Qai and the alternative asset manager’s $20 billion AI infrastructure investment venture.
AI Business — The race to build AI infrastructure is running into a growing obstacle: securing the power, permits and public support for data center projects.
SiliconANGLE — The AI boom's missing balance-sheet question: What has actually been verified? - SiliconANGLE
ROCm Blogs — Learn how ROCm InferaSim predicts LLM serving performance on AMD Instinct GPUs from a few short runs, so you can deploy the best configuration.
Wccftech — Authorities in California are investigating an elaborate freight heist after six pallets of NVIDIA silicon worth $11.4 million dollars vanished during transit to Texas
Investing.com — TSMC rises on report of potential push into advanced memory for Nvidia
Paul Kedrosky — Like many historical capex paroxysms, the data center boom can be modeled as a hybridized public-private stimulus program. Hyperscalers supplied the capital. Governments supplied much of the economic and policy support: accelerated depreciation, tax credits, subsidies, property-tax abatements, permitting, interconnect, power access, and contracts. And the result, as
Crunchbase News — AI chip startups can challenge the sector's Goliath's by building substantially better hardware for emerging inference demands, much as Juniper challenged Cisco with a new architecture suited to the internet’s rapid growth. To win customers, writes guest author R K Anand, co-founder and chief product officer of Tensordyne, challengers must prove their advantages, make switching easy and use small, agile teams to anticipate needs that incumbents have yet to address.
South China Morning Post — Sky-high memory costs and other supply-chain difficulties lead major investment banks to pare margin forecasts.
InfoWorld — Splitting AI work across devices, edge platforms, and central cloud is how enterprises will make latency, cost, and control work at scale.
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