Infrastructure articles

Nvidia may have just built its own hyperscaler without owning a single data center

Why it matters: Nvidia has quietly assembled every piece of a cloud giant, and it doesn't even need to own the buildings. That is the theory making the rounds, and once you see it laid out, the last two years stop looking like a chip company having a very good run and start looking like a plan. The financing arrangement Nvidia signed this month with BlackRock, Goldman Sachs, and four other Wall Street heavyweights, aimed at funneling more than $500 billion of outside capital into AI data centers, would be the last piece clicking into place. Most outlets filed it under the now usual "more AI money" headline, but there is a more interesting read.

Google records its first negative free cash flow since going public as its AI spending explodes

Data centers on track to consume 20% of US power by 2035

South Korea is betting $880 billion that the next AI race will be won in hardware, not software

Big Tech's $8 trillion AI bet is making consoles, cars, and electricity more expensive for everyone else

Jeff Bezos isn't worried about the AI bubble: "the good ideas will pay for all of the losers"

Sounding off: Concerns over an AI bubble have intensified as OpenAI, Anthropic, Google, Microsoft, and Amazon collectively pour hundreds of billions into data centers, chips, and model development. But Jeff Bezos believes that even if the boom collapses financially, the long-term technological gains could still justify the frenzy. His comments arrive at a moment when OpenAI alone is reportedly valued at $852 billion and looking to IPO, underscoring just how unprecedented the AI spending race has become.

Microsoft's $1 billion Kenya AI data center could require switching off "half the country"

PCIe has doubled bandwidth every generation for two decades, PCIe 8.0 is on track to do it again at 1TB/s

Iran-linked hackers are now targeting industrial controllers in US infrastructure

Scientists can now build a cyborg cockroach that can pull miniature rigs through pipelines to find leaks

Google is building a Minnesota data center powered by wind, solar, and rust

CISA is ordering US federal agencies to remove outdated routers and firewalls

TL;DR: When attackers probe government systems, they often begin not with stolen credentials or phishing emails but with aging routers and firewalls left running long past their expiration dates. Those neglected edge devices have become a top federal concern, and US agencies are now being told to remove them before attackers take advantage.

America is building EV chargers at record speed, just as demand cools

Microsoft 365's latest outage is a reminder that the cloud isn't always there

Facepalm: Since launching Windows 365 in 2021, Microsoft has aggressively promoted its cloud PC subscription service, some say to the detriment of local computing. However, recent outages have illustrated the new risks that arise when users and businesses offload their software and files to external servers. Is Windows 365 reliable enough to become a pillar of IT?

Nvidia has overtaken Apple as TSMC's largest customer, Jensen Huang says

Most CEOs are ready to spend even more on AI in 2026 despite no clear path to ROI

Amazon is building a massive $50 billion AI cloud for the US government

3D-printed concrete could help buildings absorb carbon instead of releasing it

Oracle could hit again: Meta talks could lead to $20 billion AI cloud deal

Microsoft is repurposing Foxconn's failed Wisconsin venture into the world's most powerful AI data center

The rise of mega botnets weaponizing hacked devices for internet-scale attacks

Copeland refrigeration controllers hit by critical flaws threatening supermarkets and cold storage

Hackers unleash torrent from Norwegian dam, releasing 132 gallons per second for four hours

Trump unveils aggressive AI plan focused on deregulation, dismisses copyright payments for AI training

Microsoft to lay off thousands in July, but don't worry, AI's getting $80 billion