Artificial Intelligence
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Chinese data-center manufacturers are looking at the U.S. AI construction boom with a different proposition: build most of the data center in a factory, ship the modules to the site and assemble them like an industrial product. The approach is the focus of the CNBC report supplied with this story. Brightray, a Singapore-registered AI infrastructure…
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Quantum Blockchain Technologies says its Method C AI Oracle has crossed an important boundary in Bitcoin mining research: from laboratory validation into live testing with hardware and data supplied by an unnamed ASIC manufacturer. Manufacturer data changes the test The company’s September 28 interim results say a mining rig and Mining Development Kit arrived in…
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Anthropic’s race for AI compute is becoming a long-duration infrastructure commitment rather than a sequence of short cloud purchases. A confidential IPO filing reviewed by Reuters shows the Claude developer plans at least $518 billion of AI infrastructure spending over roughly the next decade, with much of the obligation structured as non-cancelable commitments. Compute contracts…
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MicroVision is taking technology developed for lidar and aiming it at one of AI infrastructure’s fastest-growing bottlenecks: moving data between accelerators without burning excessive power. Its Scantinel subsidiary has introduced an external laser small form-factor pluggable module, or ELSFP, designed to provide a centralized and serviceable light source for co-packaged optics. A lidar photonics platform…
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Sharpa has used IROS 2026 in Pittsburgh to unveil a three-part tactile robotics stack: the D01 integrated robot, W02 dexterous hand and AE01 haptic exoskeleton data glove. Together, the hardware targets one of physical AI’s hardest problems: collecting human demonstrations and turning them into fast, contact-aware manipulation. D01 puts tactile sensing across the robot The…
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Lattice Semiconductor is preparing to show an open management architecture for AI data centers that reaches from low-level silicon and firmware all the way to rack-scale telemetry, security and infrastructure control. The demonstrations are scheduled for the 2026 OCP Global Summit in San Jose from October 12 through October 15. The AI rack is becoming…
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South Korean custom-silicon company SEMIFIVE has signed a contract worth approximately $52 million with an unnamed U.S. AI fabless company to develop a next-generation data-center inference accelerator, marking one of the company’s largest North American ASIC wins to date. The announcement says the project will use SEMIFIVE’s end-to-end custom silicon model, covering architecture implementation, physical…
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The most durable asset created by the Bitcoin mining boom may not be an ASIC at all. It may be the energized land, substations and grid access surrounding it. A new Reuters Breakingviews analysis says the widening AI power shortage is putting a premium on exactly the infrastructure miners spent years assembling. The scarce asset…
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Spectrum is turning an existing cable-network footprint into distributed AI infrastructure, activating compute across a network that can reach more than 1,000 smaller edge data centers already embedded in its operations. The company says the footprint can place accelerated computing within roughly 10 milliseconds of 500 million connected devices in homes and businesses across the…
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Samsung Electronics and five Samsung affiliates are committing a combined $1 billion to Helix Digital Infrastructure, adding one of South Korea’s largest industrial groups to a platform built to finance and develop the physical systems behind hyperscale artificial intelligence. The company says Samsung Electronics will provide $500 million, while Samsung C&T, Samsung Life Insurance, Samsung…
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Cerebras Systems and Gimlet Labs plan to deploy roughly 100 megawatts of wafer-scale AI inference capacity, giving the young cloud company a large new pool of specialized compute built around Cerebras’ CS-4 systems. The chipmaker says the agreement will make Gimlet a launch partner for CS-4, while independent reporting says the hardware is expected to…
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NVIDIA has launched an open safety architecture that moves AI-agent controls below the model and into the software, CPU and hardware layers that execute an agent’s work, including robots operating in the physical world. According to the company, the new Open Agent Safety Platform combines open-source OpenShell runtime software with a Sentry reference design that…
