AI Chips and Infrastructure — Page 3

Crusoe raises $3.9bn at a $30.9bn valuation, about three times what it was worth last October

The round was co-led by Atreides Management, Mubadala Capital and Valor Equity Partners, with Nvidia among the investors. Crusoe says more than 6GW of capacity is contracted and about 1GW is running.

Huawei pulls its next Ascend accelerator forward three quarters, to the first quarter of 2027

At the opening of Huawei Connect 2026, rotating chairman David Wang set out an accelerated Ascend roadmap running to 2029 and unveiled the first SuperPoD built on near-packaged optics.

Amazon signs a backup-generator deal with Generac worth up to $8bn and gets the right to buy about $340m of its shares

The warrant vests as Amazon's generator purchases grow, up to a total of $8bn. It is the latest sign of how AI data centre spending is reaching suppliers far from the chip industry.

Nvidia, Google and Emerald AI form an alliance to make data centres that ease off when the grid is strained

The group argues flexible sites could use grid capacity that sits idle most of the year. The headline figures behind that case are the alliance's own.

SK hynix is in talks with Intel about making memory chips in the US, Reuters reports

The options reportedly include SK hynix leasing part of Intel's delayed Ohio campus or a joint venture with cloud companies. SK hynix says no plans have been finalised, and Intel called the report speculation.