AI Infrastructure
China's ChangXin Memory Technologies (CXMT) sets July 27 listing date, sources say
China’s leading memory chipmaker ChangXin Memory Technologies (CXMT) is set to debut on the Shanghai Stock Exchange on July 27, marking Asia’s biggest initial public offering this year, Reuters reported on Tuesday, citing people familiar with the matter. The company plans to raise 29.5 billion yuan ($4.
Intel announces $5.7 billion AI-driven capital investment in Ireland
According to Intel's official announcement: LEIXLIP, Ireland, July 13, 2026 —Intel today announced a €5 billion ($5.7 billion) capital investment at its Leixlip campus in Ireland, marking the next phase in the site’s capacity expansion.
Samsung Heavy targets 2028 for first floating AI data center
Samsung is reportedly planning to launch its floating data centers in the second quarter of 2028.
OpenAI, Meta, SpaceXAI Compete for More Cost-Efficient AI Models
Three prominent artificial intelligence developers released new models over the past week. They all promise to be more advanced, but their biggest immediate selling point may not be what they can do but how little they charge to do it.
Breaking News - S&P Downgrades Oracle to BBB-
S&P Global downgraded Oracle's long-term credit rating from BBB (Negative) to BBB- (Stable), citing elevated business risk and weaker near-term cash flows.
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Breaking News - China to Allow Top AI Firms to Buy Nvidia H200 Chips
China is planning to allow the country's leading AI companies to purchase a limited number of Nvidia's H200 AI chips, according to The Information, citing two people with direct knowledge of the matter.
Breaking News - SK Hynix US Offering Is More Than Seven Times Oversubscribed
SK Hynix Inc.'s US listing is more than seven times oversubscribed, according to people familiar with the matter, as the South Korean memory chipmaker prepares to price its offering Thursday.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
Silicon Bakery - Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
AI Speedrun - Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Weekly Casserole - Hedge funds dumped chip stocks for a fourth week as AI shares sold off - Week of July 6, 2026
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs. Do you think the rally is over?
