Topic

Ai Infrastruktur

5 articles

Latest developments & archive

Cloud & Infra

NVIDIA Bundles Australia's AI Buildout: 2 GW Is a Target, Not Live GPU Capacity

Eight partners target up to 2 GW of AI infrastructure by 2027. The figure spans land, power and data-centre capacity.

September 10, 2026·2 min read

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Cloud & Infra

OpenAI Secures Malaysia Compute as Firmus Links Vera Rubin, 900 MW and New Pacific Capacity

OpenAI is reserving compute at two Firmus sites in Malaysia. Firmus now reports more than 900 MW of contracted capacity.

September 8, 2026·4 min read

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AI & Chips

Mistral Raises €3 Billion — Europe's AI Bet Is Turning Into an Infrastructure Bet

Mistral raises €3bn at a roughly €21bn valuation. Samsung and the EU-backed Scaleup Europe Fund are first-time investors.

September 8, 2026·6 min read

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Regulation & Law

EU Courts Taiwan's Chip Industry: Chips Act 2.0 Needs More Than New Fabs

Brussels wants Taiwan more deeply integrated into Europe's AI and semiconductor strategy. The latest dialogue also exposes Europe's weakness: sovereignty does not come from one fab, but from design, packaging, materials, talent and resilient supply chains.

September 7, 2026·6 min read

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AI & Chips

AI Is Driving Memory Prices Higher: Why 'RAMageddon' Goes Beyond HBM

DRAM and NAND are becoming a much larger cost block for cloud providers. The key point is not that AI simply consumes ordinary PC RAM, but that it shifts capacity and supplier priorities across the memory industry — all the way down to notebooks, smartphones and SSDs.

September 7, 2026·6 min read

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