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#ai-infrastructure

Stories tagged ai-infrastructure from The ColdAI Times.

5 stories

File photo of a Google Tensor Processing Unit 3.0 board with four liquid-cooled chips, an earlier generation than the TPUs Oracle will offer
Artificial Intelligence

Oracle Will Rent Google's TPUs on Its Cloud From 2027, Widening Its Bet Beyond Nvidia

Announced at Oracle AI World on 27 October, the deal makes Oracle the first hyperscale cloud outside Google to offer TPUs, even as investors question how it will fund its data-centre buildout.

·5 min read
File photo: aerial view of the Googleplex campus in Mountain View, California, taken in 2013
Artificial Intelligence

Alphabet Shares Slide After Q3 as Cloud Revenue Doubles to $30.7 Billion but Free Cash Flow Turns Negative

Google Cloud grew 103%, but a 25% revenue rise could not offset an earnings miss, a $9.1 billion free cash flow deficit and guidance that 2027 capital spending will rise significantly.

·5 min read
ASML office building with company logo in Veldhoven, the Netherlands (file photo, 2008)
Technology

ASML Posts Record €11.7 Billion Quarter and Says Chip-Tool Supply Will Fall Short Through 2028

The Dutch lithography monopolist guided fourth-quarter sales to €14.2–15.2 billion and said planned 2027–2028 capacity will not meet demand, with customers already asking about 2029 and 2030.

·5 min read
Contextual file photo of Google's existing data centre at Hamina, Finland, seen across water; not one of the halted sites
Technology

Finland Halts Google Data-Centre Groundwork Pending Environmental Review

Finland's supervisory agency has ordered Google to stop clearing land at two planned data-centre sites, putting a permitting test in the path of a €13 billion AI buildout.

·5 min read
Industrial high-voltage power transmission infrastructure at dusk, evoking the energy demand of AI data centres.
Technology

Power, not chips, has become the binding constraint on AI deployment

Hyperscale operators are signing nuclear power-purchase agreements, restarting decommissioned plants, and queueing for grid interconnection in slots measured in years.

· min read