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  12 Oct 2026

  Nvidia opens up Vera Rubin rack and tray designs to OCP

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  19 Aug 2026

  Cerebras unveils low latency AI workload speed demon rack-scale platform

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  04 Aug 2026

  SDN pioneer joins $3.3B startup building optical interconnects for AI infrastructure

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  13 Jul 2026

  Hyperscalers lead Gartner’s AI infra ranking; neoclouds step up as challengers

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  02 Jul 2026

  DriveNets unveils high-capacity AI fabric platforms to connect thousands of XPUs

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  25 Jun 2026

  Qualcomm acquires AI startup Modular in open ecosystem bet to challenge CUDA

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  24 Jun 2026

  TrueFoundry snaps up Seldon AI to unify enterprise ML and agentic AI under one roof

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  12 Jun 2026

  Huawei goes all-in on agentic AI with an infra stack to rival Nvidia

Analysis More

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  29 Jul 2026

  Purpose-built vs general-purpose: The rise and rise of ‘AI-native’ clouds