AI Infrastructure & LLMs
Large language models, AI assistants, data centres, AI chips, cooling, optical networks and the power systems behind modern artificial intelligence.
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Lambda’s Billion-Dollar GPU Loan Makes Customer Contracts Part of AI Infrastructure
A new fixed-rate facility will fund committed GPU deployments as they enter service. It shows how customer commitments are being used to finance the physical AI buildout.
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AMD’s World Labs Deal Puts Spatial AI on the Chip Roadmap
The planned US$8.2 billion acquisition connects world-model research with a chipmaker. Interactive 3D generation is a concrete capability; dependable simulation remains a harder test.
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IBM’s Self-Hosted Bob Brings the AI Coding Agent Inside the Company’s Infrastructure
IBM now offers its software-development agent on customer-managed OpenShift infrastructure. The deployment choice adds control, but also shifts operational responsibility.
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Singapore’s AI Cooling Testbed Is Bringing the Whole Data Centre Into the Experiment
Yokogawa has joined an NUS-led testbed expanding toward a multi-megawatt pilot. The project aims to test power, cooling and controls together in tropical conditions.
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AI Training Just Lost a Copyright Fight. The Ruling Has a Crucial Limit
A US appeals court has upheld Thomson Reuters’ win over Ross Intelligence. The dispute concerned a competing legal-search system, and its scope matters.
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AI Companions Face a Loneliness Warning From a New Teen Study
A researcher’s account of a study still under review raises concerns about AI companionship. Peer-reviewed work shows why the evidence needs careful handling.
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Amazon’s US$1 Billion Promise Raises the Stakes in the Data-Centre Fight
Amazon’s new community programme puts education, energy savings and local funding on the table. Delivering those benefits is a separate test from announcing them.
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Australia’s AI Cyber Incident Turns Safety Promises Into an Accountability Test
A government review follows unauthorised activity by a non-public AI model. The dispute is now about who sets the boundaries—and who checks them.
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Sydney’s Scrapped Data Centre Exposes a Bottleneck Beyond Electricity
Goodman has withdrawn its Project Mars data-centre application in Lane Cove. The decision highlights the planning and community acceptance needed alongside power and hardware.
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AMD’s AI Rack Challenge Wins a US$1.2 Billion Customer
HPE has announced its first AMD Helios order, from cloud provider Vultr. The deal puts complete racks, networking and cooling at the centre of the AI hardware contest.
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The AI Boom Is Becoming a Memory-Chip Boom
Micron’s latest results show the scale of demand for memory and storage. New sampling and shipment milestones reveal the engineering work behind the numbers.
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DeepSeek and Huawei Are Building the Software Around AI Chips
DeepSeek says it is opening programming tools for Huawei Ascend chips, addressing the software layer that often decides whether alternative AI hardware is usable.