AI Infrastructure

Marvell headquarters semiconductor company building
Google Explores Marvell Partnership for Next AI Chips

Alphabet’s Google is in discussions with Marvell Technology to co-develop two new AI chips. As…

AMD Instinct AI GPU chip
AMD Targets Anthropic Deal With MI450 AI Chips

AMD appears close to adding Anthropic to its list of major AI customers, based on…

Broadcom logo corporate headquarters sign
Meta Broadcom Partnership Boosts Custom AI Chip Development

Meta and Broadcom have entered a multi-year agreement to co-develop several generations of Meta’s MTIA…

Broadcom AI chip growth surge
Broadcom Reaches $1.76 Trillion Amid AI Rally Fueled by Strong TSMC Results

Broadcom shares surged late last week after Taiwan Semiconductor Manufacturing Company reported record first-quarter revenue.…

DeepSeek AI model interface on smartphone
DeepSeek V4 AI Model Nears Late April Launch

DeepSeek now targets a late April release for its V4 AI model after several missed…

AI data center servers
Anthropic Secures Multiyear CoreWeave Deal for AI Infrastructure

Anthropic has entered a multiyear agreement with CoreWeave to lease data center computing capacity. As…

Anthropic AI code background interface
Anthropic Explores Custom AI Chip Development Strategy

Anthropic is exploring the design of its own artificial intelligence chips as demand for compute…

AI infrastructure and sovereign computing concept
Huawei Cloud Adds GLM-5 to AI Platform

Huawei Cloud has upgraded its Model-as-a-Service platform in Hong Kong, adding support for the GLM-5…

Eric Boyd Anthropic infrastructure leadership
Eric Boyd Joins Anthropic to Lead AI Infrastructure

Eric Boyd has joined Anthropic as head of infrastructure, marking a significant leadership shift in…

Server memory chips on circuit board
Microsoft and Google Move Toward Long-Term DRAM Supply Deals With SK Hynix

Microsoft and Google are negotiating three-year DRAM supply agreements with SK Hynix. Notably, these deals…