Infrastructure & Chips
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Infrastructure & Chips
NVIDIA puts Groq 3 LPX into production for faster agent inference
NVIDIA has moved Groq 3 LPX into full production with Vera Rubin, targeting decode latency in token-heavy agent workloads and naming Nebius as the first cloud adopter.
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Business
Alibaba prices HK$80 billion share placement to fund AI expansion
Alibaba prices 710 million new shares at HK$112.70, directing all net proceeds to full-stack AI capabilities and infrastructure, pending expected August 26 closing.
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Policy & Regulation
Pennsylvania imposes binding rules on AI data centers
Pennsylvania’s Executive Order 2026-05 makes GRID requirements enforceable for data centers, adding local approval, reporting and energy-cost obligations.
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Infrastructure & Chips
Waymo reveals custom 5nm AI chip behind its robotaxi compute stack
Waymo reveals a custom 5nm ASIC for robotaxi sensor processing, showing a hybrid edge AI architecture built around specialized and merchant silicon.
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Infrastructure & Chips
Starcloud Raises $250M to Scale Nvidia-Powered AI Data Centers in Orbit
Starcloud raises $250 million at a $2.3 billion valuation as Nvidia and Cisco back its orbital AI data-center scale-up.
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Infrastructure & Chips
Nvidia backs massive OpenAI Ohio data center with up to $105 billion in guarantees
Nvidia has committed up to $105 billion in guarantees supporting OpenAI's long-term lease of a major AI data-center project in Ohio, according to Reuters. The SB Energy development is expected to scale toward 8 gigawatts…
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Infrastructure & Chips
Brazil launches R$2.3bn sovereign AI infrastructure push across rival technology ecosystems
Brazil is funding major AI infrastructure in Rio de Janeiro and Rio Grande do Norte, raising strategic questions about sovereign compute, suppliers and governance.
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Infrastructure & Chips
Google Deepens TPU Supply Chain With Performance-Linked Marvell Deal
Google deepens its Marvell custom-silicon partnership across TPU infrastructure with performance-linked warrants tied to future purchases.
