Google Opens AX, an Open Platform for Running Billions of Agent Workloads
A runtime for agents, sandboxed, suspended, and resumed, as Google's AX opens a new domain of artificial labor.
CLAY TRIBUNE / THE ARCHIVE
Tag: AI infrastructure
Equinix Sets $5B-$7B Data Center Spending Target as AI Workloads Soar
Equinix plans $5B-$7B in annual data-center buildout as AI demand accelerates, targeting low 20% cash-on-cash returns.
Crusoe Raises $3.9B to Build Massive Data Centers and Small Modular “AI Factories”
Crusoe raises $3.9B to build massive data centers and small modular "AI factories" as it pivots from crypto mining.
Nvidia’s AI Infrastructure Push Now Carries a $500 Million Commitment From Six Asset Managers
Nvidia pitches its AI infrastructure as an income-generating asset, backed by $500M from six asset managers.
Google to Buy Half the Output From Finland’s Loviisa Nuclear Plant in Record €13bn Investment
Google to buy half the output of Finland's Loviisa nuclear plant under a record €13bn investment in AI infrastructure.
Top Funds Bet $13.11 Billion on Lumentum as AI Stock Enters Buy Zone
Mutual funds poured $13.11B into Lumentum (LITE) as the AI infrastructure play enters a buy zone. Here's what's driving the demand for its optical tech.
How Much Output Per Dollar Does Microsoft’s New Efficiency Test Cost NVIDIA?
Microsoft's 'useful yield' test demands more AI output per dollar and watt, pressuring NVIDIA's economics even as Azure uses its chips.
Artisan Builds Its Comfort Systems USA (FIX) Stake on Accelerating Data Center Demand
Artisan Partners adds Comfort Systems USA (FIX) to its Mid Cap Fund, betting on data center HVAC demand. Shares up 125% in a year.
Why China Keeps Getting Blamed for America’s Data Center Backlash
A melancholy chronicle of data centers, dread, and the ready villain named to mask a nation's own discontent.