1761 summarised stories about AI Infrastructure, each linking back to the original source. Browse all topics →
SiliconANGLE 2 months ago 27
SK hynix approved construction of two new memory fabs to expand its manufacturing capacity. The first initiative will cost 54 trillion South Korean won (about $38.3 billion) and includes a $25 billion DRAM fab called Yongin Y2. Construction timelines move forward, with Yongin Y2 cleanroom work starting in June 2029 and a separate NAND flash fab aiming for a first cleanroom in December 2028.
Tech Funding News 2 months ago 31 ● 6 sources
UK AI companies secured $12.6bn in funding in the first half of 2026, representing three-quarters of all British venture capital invested, but AI products show gross margins averaging 52% compared to 75–85% for traditional software due to per-query compute costs that grow rather than shrink with scale. The fastest-scaling AI companies reaching $100m ARR in 18 months operate at roughly 25% gross margins, with inference costs rising from 20% to 23% of spending as products mature while talent costs fall. This structural cost difference means founders and boards must now treat infrastructure decisions—whether to self-host hardware or use APIs—as a capital allocation question rather than an engineering preference, particularly in the UK where data centre capacity and power grid constraints impose multi-quarter planning requirements.
SiliconANGLE 2 months ago 12
Menlo Security introduced Menlo Agent Runtime Security (MARS) to monitor and control AI agents in real time as they access enterprise data. The platform addresses prompt injection risk, including prompt poisoning scenarios, and includes real-time masking of sensitive information. Security teams can enforce agent action policies and reduce data exfiltration and misexecution despite malicious or misleading prompts.
Tech Funding News 2 months ago 35
Lumilens, an optical interconnect startup founded in 2024, raised $700 million in Series C funding at a $5.51 billion valuation and is already shipping products to hyperscaler data centres. The company has secured multi-billion-dollar customer agreements and total funding exceeding $900 million, with backing from major investors including Atreides Management, Bain Capital Ventures, and Qualcomm Ventures. Lumilens' technology addresses the industry's shift from GPU scarcity to connectivity constraints, positioning optical interconnects as critical infrastructure as hyperscalers build larger GPU clusters.
Electrek 2 months ago 15
Tesla and SpaceX announced Terafab, a semiconductor megafactory in Grimes County, Texas, with a $16.8 billion initial phase and plans to eventually span over 100 million square feet. The companies aim to produce over 1 terawatt of compute per year for Tesla's robots and Cybercabs plus SpaceX's space-based data centers, requiring at least 3,000 workers. However, SpaceX's IPO filing described Terafab as a nonbinding "general framework" with no finalized commitments, and Tesla already has chip supply locked in through Samsung and TSMC, making this a long-term bet tied to Musk's future compute claims rather than near-term production needs.
Tech Funding News 2 months ago 27 ● 2 sources
Nscale, a London-based AI infrastructure company founded in 2024, is preparing for a US IPO as early as September after securing $51 billion in contracted revenue. The company's quarterly revenue grew from $37 million in Q1 2026 to over $100 million in Q2, with 289,000 contracted GPUs and expansion toward 10GW of data centre capacity. The IPO will test whether investors value Nscale's vertical integration across power, data centres, GPUs, and software higher than competing pure-play cloud providers.
SiliconANGLE 2 months ago 48 ● 2 sources
Naïve Inc. closed a $28.5 million Series A to build autonomous AI agents that can provision and run many parts of a business through its API. The funding was led by Nexus Venture Partners and brought in participation from Y Combinator, with sales increasing more than tenfold over the prior six months to a low double-digit-million annual revenue run-rate. The new capital is set to support further cost-efficiency improvements for agent operations, including a model router, memory reuse, and a serverless JavaScript runtime.
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TLDRocket
17 October 2026
The big thread today is the messy middle between agent ambitions and the boring parts that make them safe and auditable. ServiceNow is positioning its AI Control Tower as the enterprise hub to discover, govern, and—crucially—control AI agents across models and clouds, while a field study of 15 large-enterprise customers (conducted September 15–21, 2026) presses on a key question: how strong is “technical runtime enforcement” and lifecycle evidence compared with other tools? ServiceNow’s answer is mostly commercial muscle—aiming for $1.5B in full-year AI ACV—but its guidance effectively says buyers should treat Control Tower as strongest for governance workflows and operational action, then verify where model validation evidence and real-time blocking are actually handled.
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