India bids to attract over $200B in AI infrastructure investment by 2028

India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.

As AI data centers hit power limits, Peak XV backs Indian startup C2i to fix the bottleneck

C2i has raised $15 million as it tests a grid-to-GPU approach to reducing power losses in AI data centers.

How and When the Memory Chip Shortage Will End
How and When the Memory Chip Shortage Will End

If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type of DRAM used to feed GPUs and other accelerators in …

New York lawmakers propose a three-year pause on new data centers

Although the bill’s prospects are uncertain, New York is at least the sixth state to consider pausing construction of new data centers.

Elon Musk is getting serious about orbital data centers

We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.

Vema predicts cheap hydrogen could change where data centers are built

Vema Hydrogen drills wells to stimulate hydrogen production deep underground, which could result in some of the cheapest hydrogen available.

Your AI might run in orbit if SpaceX gets its satellite plan approved

SpaceX bought xAI and is tying the deal to AI data centers in space. A proposed 1 million satellite constellation would support solar-powered orbital compute, but regulators and execution risks will decide how real it gets.
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The AI infrastructure boom shows no sign of slowing down

ASML’s record orders show chipmakers are still betting big on AI data centers.

Nvidia invests $2B to help debt-ridden CoreWeave add 5GW of AI compute

CoreWeave will also integrate Nvidia’s products across its platform, including the new Rubin chip architecture.

Are There Enough Engineers for the AI Boom?
Are There Enough Engineers for the AI Boom?

The AI data center construction boom continues unabated, with the demand for power in the United States potentially reaching 106 gigawatts by 2035, according to a December report from research and analysis company BloombergNEF. That’s a 36 percent jum…