AI Infrastructure

See it as an AI company, not a search engine, Baidu urged investors.

A Bernstein report predicts Nvidia’s market share will fall to 8% in 2026 as Chinese tech continues to make strides.

Soaring costs send builders and operators to new, potentially riskier funding strategies.

The data center rush is fueling massive demand for power equipment and cooling systems.

Issues over resources, demand, and geopolitics complicate the race to build computing hubs.

Supply constraints spark warnings of price rises and launch delays for consumer electronics.

A single dinner may have helped shift more HBM capacity away from phone makers and toward Nvidia’s chip ambitions.

Depending on the metric, each player can claim the lead, but the truer test may be how many customers stay and pay.