Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part by artificial intelligence, is rippling through telecommunications infrastructure.
The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into a high-growth phase, further straining an already tight supply chain.
A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the artificial intelligence boom has become.
Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027 results above Wall Street expectations and announced plans to spin off its Cloud and Power Infrastructure segment into a separate publicly traded company.
Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.
