U.S. Invests $300M to Bring Critical Chip Packaging Tech Home
This investment addresses a critical vulnerability in America's semiconductor supply chain while positioning the U.S. to compete in next-generation computing technologies.
AI Infrastructure
A collection of 57 posts
TSMC Secures $6.6B in US Chip Funding for Arizona Plants
This funding supports TSMC's historic $65 billion investment across three semiconductor plants in Arizona, representing the largest foreign direct investment in a new U.S. manufacturing project.
The Age of Distributed Energy: Power to the People (and the AI)
The dawn of a world where power is democratized, resilience is the rule, and energy isn’t something you’re given, but something you make. Is this a smart, savvy, power-to-the-people world?
Amazon and Meta's Nuclear Energy Dreams for Data Centers Hit Regulatory Roadblocks
While Amazon's nuclear power ambitions were blocked by federal regulators concerned about grid reliability and consumer costs, Meta's plans were thwarted by environmental hurdles, including the discovery of a protected bee species on their proposed data center site.
Antares Raises $30M Series A to Build Small Nuclear Microreactors
These smaller reactors are designed to power critical infrastructure in remote locations, from military installations to space missions.
Inside Elon Musk's Colossus: xAI's World-Leading AI Supercomputer
ServeTheHome got exclusive access to film the Colossus facility, providing a rare inside look at the world's largest AI supercomputer.
Lightmatter Secures $400M, Valuation Soars to $4.4B as AI Fuels Demand for Photonic Computing
The investment, led by T. Rowe Price Associates with participation from existing backers Fidelity Management & Research Company and GV (formerly Google Ventures), brings Lightmatter's total funding to $850 million.
Amazon to Invest $500 million in Nuclear Power to Meet Soaring AI Energy Needs
AWS will partner with X-Energy and the Washington-based nuclear operator Energy Northwest to deploy a planned fleet of nuclear reactors with a total capacity of 5 gigawatts (GW) by 2040.
Google Signs Landmark Deal to Access Kairos' Nuclear Tech to Drive AI Ambitions
Under the agreement, Kairos will develop, build, and operate the reactors, selling power directly to Google through Power Purchase Agreements (PPAs).
CoreWeave Secures $650 Million Credit Facility to Fuel AI Cloud Expansion
The new credit line will help CoreWeave expand its data center portfolio, which already includes 28 locations planned by the end of 2024, with 10 more expected to be added in 2025.
Three Mile Island Nuclear Plant to Reopen, Powering Microsoft Data Centers
Microsoft has committed to a 20-year power purchase agreement, securing all of the plant's output to fuel its expanding data center operations across the Midwest and East Coast.
BlackRock, Microsoft, and Partners Launch $100 Billion AI Infrastructure Initiative
The partnership will focus on expanding and creating new data centers to meet the growing demand for computing power needed to drive AI innovation. Additionally, GAIIP will invest in energy infrastructure to power these facilities.
Cerebras Launches Game-Changing AI Inference Service
Their service can process Llama 3.1 8B at 1,800 tokens per second and Llama 3.1 70B at 450 tokens per second.
OpenAI in Talks With Broadcom to Develop New AI Chip
While creating a new chip is no easy feat, the potential payoff is significant. It could provide OpenAI with leverage in negotiations and reduce their reliance on a single supplier.
Musk’s xAI Calls off $10 Billion Oracle Server Deal
Musk confirmed the decision in a post on X explaining that xAI's "fundamental competitiveness depends on being faster than any other AI company."
U.S. Government to Invest $285M in Digital Twin Technology for Semiconductor Industry
The CHIPS Manufacturing USA institute will focus on research related to semiconductor digital twin development, establishing shared physical and digital facilities, industry demonstration projects, and workforce training.
CoreWeave's Valuation Skyrockets to $19 Billion in Latest Funding Round
The $1.1 billion investment comes just five months after a previous round that valued the seven-year-old company at $7 billion.
Micron Receives $6.1 Billion in CHIPS Act Funding to Boost Domestic Semiconductor Manufacturing
Micron's projects are expected to create approximately 75,000 jobs over the next two decades and will contribute to strengthening U.S. economic and national security.
Meta Unveils Next-Generation AI Inference Accelerator: MTIA v2
The second generation of MTIA offers 3X improvements in performance over its predecessor while maintaining a close tie-in to Meta's specific workloads.
Microsoft Invests $2.9 Billion in Japan to Boost AI and Compute Infrastructure
Microsoft has pledged to empower 3 million full-time and part-time workers in Japan over the next three years through AI skilling initiatives.
Intel Unveils Gaudi 3 AI Accelerator
The Gaudi 3 chip is designed to bring choice and flexibility to global enterprises looking to deploy generative AI (GenAI) at scale.
AMD Unveils Next-Gen Versal AI Edge and Prime Series Gen 2 Devices
The new Versal Series Gen 2 devices are designed to meet the growing demand for AI-enabled embedded applications. By integrating multiple compute engines on a single chip, AMD aims to deliver high compute efficiency and performance, with scalability from low-end to high-end systems.
Arm Unveils Ethos-U85 NPU and Corstone-320 Platform to Accelerate Edge AI
The company expects devices based on this technology to run generative AI models as soon as next year.
Google Unveils Axion, Custom Arm-Based Chips for Data Centers
Axion promises improved performance, energy efficiency, and sustainability for cloud computing.
U.S. to Award TSMC $6.6 Billion for Arizona Chip Factories
This investment is part of the government's efforts to strengthen US economic and national security by increasing domestic chip production and reducing reliance on foreign suppliers.