AI Infrastructure News
Latest article 26 Aug 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 a pricing index.
We are tracking 753 articles on this topic from 69 publishers, 253 of them in the last 30 days. Coverage in the archive runs from 2 Apr 2026 to 26 Aug 2026. The most active publishers are Bloomberg Tech (274), CNBC Technology (135), TechCrunch AI (52).
Who covers this topic
69 publishers| Publisher | Articles tracked |
|---|---|
| Bloomberg Tech | 274 |
| CNBC Technology | 135 |
| TechCrunch AI | 52 |
| Financial Times | 51 |
| The Guardian Tech | 37 |
| NY Times Tech | 27 |
Counts are articles our aggregation has surfaced on this topic, not a publisher's total output.
Latest coverage
40 most recent- Nvidia earnings live updates: Q2 results, memory prices and AI outlook · CNBC Technology · 26 Aug 2026
- OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground · CNBC Technology · 26 Aug 2026
- Getting Harder for Nvidia to Compete, Says Seaport’s Goldberg · Bloomberg Tech · 26 Aug 2026
- Nvidia's earnings track record, Canada retaliates, Waymo's international push and more in Morning Squawk · CNBC Technology · 26 Aug 2026
- Huawei Pitches Egypt With AI Chips, Data Center Buildout · Bloomberg Tech · 26 Aug 2026
- Nvidia Has Earnings Pricing Power, BlackRock's Li Says · Bloomberg Tech · 26 Aug 2026
- Huawei Courts Egypt With AI Chips in Test of US Tech Diplomacy · Bloomberg Tech · 26 Aug 2026
- OpenAI loses a top data center exec as stream of high-profile departures continues · TechCrunch AI · 26 Aug 2026
- Cramer says Nvidia has become 'all-important' to the AI trade. Here's what to watch beyond the numbers · CNBC Technology · 25 Aug 2026
- OpenAI data center chief Chris Malone is out, the latest in a string of executive exits · CNBC Technology · 25 Aug 2026
- OpenAI Data Center Executive Chris Malone Departs the AI Startup · Bloomberg Tech · 25 Aug 2026
- Taiwan charges nine people for smuggling ‘high-end’ AI servers to China · The Guardian Tech · 25 Aug 2026
- Nvidia Earnings, Apple’s AI Macs and OpenAI’s Chip Push | Bloomberg Tech 8/25/2026 · Bloomberg Tech · 25 Aug 2026
- E.P.A. Moves to Curb Public Input on Air Pollution Permits for Data Centers · NY Times Tech · 25 Aug 2026
- Apple Mac Mini Revamp; Dick's Sporting Goods Falls on Outlook | Stock Movers · Bloomberg Tech · 25 Aug 2026
- OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests · Bloomberg Tech · 25 Aug 2026
- OpenAI says its Jalapeño chip can power faster AI responses than the competition · The Verge AI · 25 Aug 2026
- Exclusive: Climate group presses Dems to seize on data center backlash · Axios AI · 25 Aug 2026
- U.S. economic offense, Lego's record revenue, Nvidia's losing streak and more in Morning Squawk · CNBC Technology · 25 Aug 2026
- Nvidia’s dependence on hyperscalers faces big test in earnings report · CNBC Technology · 25 Aug 2026
- Meta goes on trial as Silicon Valley faces a growing backlash · The Guardian Tech · 25 Aug 2026
- India AI Data Center Firm Orders 9,000 Nvidia Vera Rubin Systems · Bloomberg Tech · 25 Aug 2026
- Why Investors Are Worried About Nvidia Earnings · Bloomberg Tech · 25 Aug 2026
- The data center era that's reshaping America · Axios AI · 25 Aug 2026
- Nvidia Must Prove It Can Be Tomorrow's AI Platform · Bloomberg Tech · 25 Aug 2026
- Nvidia employee charged with smuggling advanced chips into China · Financial Times · 25 Aug 2026
- SK Hynix Union Rejects Preliminary Wage Hike Deal, Yonhap Says · Bloomberg Tech · 25 Aug 2026
- Jim Cramer says the data center trade is under attack. Here’s who could benefit · CNBC Technology · 24 Aug 2026
- Markets Slip as Nvidia, Yields & the Debasement Trade Loom | The Close 8/24/2026 · Bloomberg Tech · 24 Aug 2026
- Nuclear Power Demand Driven by AI, Hyperscaler Companies, Says TerraPower CEO · Bloomberg Tech · 24 Aug 2026
- UAW and Deere are set to clash amid AI sales boom · Axios AI · 24 Aug 2026
- Apple Cuts Jobs as It Reprioritizes Around AI · Bloomberg Tech · 24 Aug 2026
- Nvidia Customers Brace for Higher AI Costs · Bloomberg Tech · 24 Aug 2026
- Markets Eye Bessent, Warsh, Nvidia | Open Interest 8/24/2026 · Bloomberg Tech · 24 Aug 2026
- Taiwan Indicts Nvidia Manager Following Chip Smuggling Probe · Bloomberg Tech · 24 Aug 2026
- Import AI 470: No rights for machines; automating environment generation with SPADE; and building better GPU kernels… · Import AI · 24 Aug 2026
- Guggenheim's Walsh Would Buy a Lot of 30-Year US Treasuries at 6% · Bloomberg Tech · 24 Aug 2026
- Nvidia’s Trillion-Dollar Chip Market Has Friends and Foes Closing In · Bloomberg Tech · 24 Aug 2026
- Dan Ives Sees Nvidia Price Hike as Bullish Overall for Tech · Bloomberg Tech · 24 Aug 2026
- Data centers’ ‘oh s--t’ moment · Politico Tech · 24 Aug 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.