OpenAI reportedly projects $280 billion in cash burn through 2030 as soaring compute and infrastructure costs continue to outpace its revenue growth.

Finance teams already treat inference as the cost of goods sold (COGS) based on a simple test: If a customer triggered the API call, it’s COGS. A customer-service agent books an inference expense ...

Global semiconductor bottlenecks, multi-year foundry lead times, and rising trade friction leave European compute ...

Quick ReadMeta's Petal subsea cable will deliver 1 petabit per second between the U.S. and France by 2029, doubling today's ...

Tensormesh, the company pioneering caching-accelerated inference optimization for enterprise AI, will exhibit at The AI Conference 2026, Sept. 30 through Oct. 1 at Pier 48 in San Francisco. Attendees ...

NVIDIA CEO Jensen Huang projects $3T to $4T in annual AI infrastructure spending by 2030, calling agentic AI a multi-trillion-dollar market ...

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing ...

Daniela Rus and Ion Stoica explore infrastructure, memory, edge computing, and alignment challenges facing agentic AI.

SpaceX is one of the most popular stocks on Wall Street, but does that make it a good buy?

SINGAPORE - Media OutReach Newswire - 21 September 2026 - Aolani, a Singapore-founded AI Cloud powering AI growth, ...

AMD stock surged 9.04% as data center growth, stronger compute demand and possible 2027 GPU leadership reinforced its ...