AI Infrastructure News
Latest article 15 Oct 2026
The physical layer of AI: datacentre construction and siting, accelerator supply and roadmaps, power procurement and grid constraints, and cloud capacity deals. This is the cost base that per-token prices ultimately have to recover, which is why it belongs next to the price data.
We are tracking 1,284 articles on this topic from 73 publishers, 327 of them in the last 30 days. Coverage in the archive runs from 2 Apr 2026 to 15 Oct 2026. The most active publishers are Bloomberg Tech (507), CNBC Technology (233), TechCrunch AI (88).
Who covers this topic
73 publishers| Publisher | Articles tracked |
|---|---|
| Bloomberg Tech | 507 |
| CNBC Technology | 233 |
| TechCrunch AI | 88 |
| Financial Times | 79 |
| The Guardian Tech | 61 |
| NY Times Tech | 37 |
Counts are articles our aggregation has surfaced on this topic, not a publisher's total output.
Latest coverage
40 most recent- Don't See Canary in Coal Mine For AI: Khoda · Bloomberg Tech · 15 Oct 2026
- Nvidia and Cisco confirm multimillion-dollar donations to Trump's White House ballroom · CNBC Technology · 15 Oct 2026
- Anthropic’s IPO Momentum as CoreWeave Rattles AI Trade · Bloomberg Tech · 15 Oct 2026
- Inside Blackstone’s Massive Bet on the AI Boom · Bloomberg Tech · 15 Oct 2026
- Moreno targets data center incentives with 100% tax · Politico Tech · 15 Oct 2026
- CoreWeave credit default swaps hit distress levels as investors sour on AI debt · CNBC Technology · 15 Oct 2026
- Nvidia CEO Says There’s No Need to Backstop Troubled CoreWeave · Bloomberg Tech · 15 Oct 2026
- TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter · CNBC Technology · 15 Oct 2026
- How Windows is being optimized for Nvidia’s RTX Spark laptops · The Verge AI · 15 Oct 2026
- CoreWeave Credit Risk Hits Record as Default Odds Top 60% on Borrowing Plans · Bloomberg Tech · 15 Oct 2026
- Investors dump data centre bonds as AI borrowers face ‘Darwin moment’ · Financial Times · 15 Oct 2026
- Memory stocks are getting hammered. China and a 2029 oversupply are the big worries · CNBC Technology · 15 Oct 2026
- Amazon Debuts Revamped Bee AI Wearables, $12-a-Month Subscription Plan · Bloomberg Tech · 15 Oct 2026
- Nvidia CEO Jensen Huang urges U.S.-China dialogue on 'potentially dangerous' AI · CNBC Technology · 15 Oct 2026
- Chipmaker TSMC profits surge amid relentless AI demand · Financial Times · 15 Oct 2026
- TSMC’s Third-Quarter Profit Beats Expectations · Bloomberg Tech · 15 Oct 2026
- TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom · CNBC Technology · 15 Oct 2026
- TSMC’s Outlook Beats Estimates in Affirmation of AI Buildout · Bloomberg Tech · 15 Oct 2026
- Asia Tech Selloff Shows China as Possible Bright Spot · Bloomberg Tech · 15 Oct 2026
- ByteDance in Talks to Secure MediaTek AI Chips for Data Centers · Bloomberg Tech · 15 Oct 2026
- AI giant Anthropic woos potential investors ahead of stock market debut · BBC Technology · 15 Oct 2026
- Nvidia, AMD, Dell sink in global tech rout on AI funding worries · CNBC Technology · 15 Oct 2026
- Ricursive Intelligence is betting on AI-designed chips to help solve the compute crisis · TechCrunch AI · 15 Oct 2026
- CoreWeave Shares Plunge as CEO Expresses Confidence · Bloomberg Tech · 15 Oct 2026
- CreditSights Head of Strategy on Bond Market Volatility · Bloomberg Tech · 14 Oct 2026
- CoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge · CNBC Technology · 14 Oct 2026
- Dell stock plunges 11%, leading data center sell-off as fears mount about 'enterprise AI timing' · CNBC Technology · 14 Oct 2026
- AI’s Biggest Risk: Debt-Fueled Growth · Bloomberg Tech · 14 Oct 2026
- Nvidia, worth $5.5tn, donates $250m to UK for AI safety research · The Guardian Tech · 14 Oct 2026
- Tool and target: US law enforcement grapple with AI-enabled terrorism and anti-tech extremism · The Guardian Tech · 14 Oct 2026
- AI demand to exceed supply for 2 more years, says ASML · Financial Times · 14 Oct 2026
- Ark's Wood Favors Nvidia, AMD in 'Volatile' Chip Cycle · Bloomberg Tech · 14 Oct 2026
- ASML Raises Full-Year Sales Outlook · Bloomberg Tech · 14 Oct 2026
- ASML says it's getting order interest through 2030 as profit smashes expectations · CNBC Technology · 14 Oct 2026
- ASML Rises as Chip-Gear Maker Can’t Keep Up With AI Demand · Bloomberg Tech · 14 Oct 2026
- CoreWeave targets ‘unlimited’ insurance money to fund AI build-out · Financial Times · 14 Oct 2026
- Here's where Jim Cramer stands on this newly public AI infrastructure stock · CNBC Technology · 13 Oct 2026
- AI in your oven? Anthropic warns models ‘months away’ from self-replication on smart devices · The Guardian Tech · 13 Oct 2026
- SambaNova CEO: AI’s Next Phase Is About Efficiency · Bloomberg Tech · 13 Oct 2026
- Chip Selloff Rolls On as Big Bank Earnings Begin · Bloomberg Tech · 13 Oct 2026
Headlines link to the original publisher. We aggregate and categorise; we do not reproduce article text.
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Aggregated from more than 30 primary sources and categorised automatically. Counts update as the archive grows.