597 summarised stories about GPU 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 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.
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26 October 2026
Today’s biggest thread isn’t a new model release—it’s the bill coming due. Apollo Global Management says that outside the biggest technology firms, most companies still aren’t seeing measurable financial benefits from AI. In Apollo’s analysis of the S&P 493, revenue per worker has hovered at about $550,000 since 2019, a sign that productivity gains are either absent, delayed, or captured elsewhere. The implication is brutally practical: mainstream corporate AI spending is getting reframed from “growth” to “cost center,” and more CFOs are demanding clear returns before scaling experiments into full deployments.
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