AI infrastructure investment concerns large-scale capital allocation to the hardware and facilities required to train and deploy artificial intelligence systems. It encompasses construction and expansion of AI-optimized data centers, procurement and development of high-performance GPUs and accelerators, and formation of strategic partnerships across semiconductor, cloud, and robotics firms. The domain also includes financial instruments and public market activity used to fund supercomputing clusters and AI factories, reflecting expectations of AI-driven revenue growth and national competitiveness in advanced computing capacity.
Machine learning & AI
AI startup Anthropic announced Wednesday it has agreed to a major computing partnership with Elon Musk's SpaceX, securing access to a vast data center as the Claude maker scrambles to keep pace with surging demand for its ...
May 7, 2026
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Machine learning & AI
On a recent weekday, around 50 people gathered outside the headquarters of a Chinese mobile internet company, waiting to get help with installing an artificial intelligence assistant.
May 6, 2026
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Machine learning & AI
The Pentagon on Friday announced agreements with seven leading artificial intelligence companies to deploy their technology on classified military networks, a move that pointedly excludes Anthropic amid its ongoing dispute ...
May 1, 2026
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Business
Microsoft said Monday it will no longer pay a share of its revenue to ChatGPT maker OpenAI, the latest move to untether a close partnership that helped unleash an artificial intelligence boom.
Apr 27, 2026
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Business
China on Monday blocked U.S. tech giant Meta's acquisition of the artificial intelligence startup Manus, in an unexpected move to reverse a deal that apparently aroused Beijing's concerns about the transfer of advanced technology.
Apr 27, 2026
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Business
Meta and Microsoft are the latest software companies to announce big cuts to their global workforce. Both companies are also making big investments in artificial intelligence (AI).
Apr 25, 2026
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Machine learning & AI
Google is planning to invest up to $40 billion in Anthropic, the artificial intelligence firm confirmed Friday, expanding a long-standing alliance between the two companies.
Apr 25, 2026
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Electronics & Semiconductors
Shares in a Chinese tech firm that supplies US chip titan Nvidia soared almost 60% on its Hong Kong debut Tuesday, having raised more than US$2 billion in the city's largest listing this year.
Apr 21, 2026
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Business
Amazon on Monday said it pumped another $5 billion into Anthropic as it ramps up its collaboration with the startup behind Claude artificial intelligence.
Apr 21, 2026
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Machine learning & AI
Danish pharmaceuticals group Novo Nordisk, maker of the popular Ozempic and Wegovy anti-obesity drugs, announced Tuesday a "strategic partnership" with OpenAI to accelerate the development of new medications.
Apr 14, 2026
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