
Nvidia H200 chips pile up as China delays import approval
About 600,000 Nvidia H200 AI chips are reportedly awaiting shipment from Hong Kong to mainland China. Beijing’s reluctance to approve large-scale imports highlights its push for domestic…
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About 600,000 Nvidia H200 AI chips are reportedly awaiting shipment from Hong Kong to mainland China. Beijing’s reluctance to approve large-scale imports highlights its push for domestic…

Box has introduced Context Retrieval, an enterprise search engine powered by Nvidia Nemotron models. The company says the technology can deliver answers four times faster, improve retrieval…

Democratic victories in the 2026 midterm elections have intensified scrutiny of AI data center construction. Local restrictions, rising electricity costs and environmental concerns are…

Amazon, Apple, Microsoft, Alphabet and Meta surged after Democrats won control of Congress. Investors weighed whether tighter restrictions on new AI data centers could ease infrastructure…

The AI data center workforce shortage is becoming a significant challenge for companies building and operating computing infrastructure. A September 2026 DCD Intelligence survey found that…

The U.S. trade deficit fell 0.7% to $105 billion in September 2026, even as imports reached a record $426.6 billion. Growing demand for artificial intelligence infrastructure equipment…

AI data center energy costs are becoming a major consideration for cloud infrastructure as electricity demand, grid constraints, and investment in high-performance computing increase. An…

Gaming PC RAM prices remain under pressure as demand for AI servers reshapes global memory production. October 2026 industry research shows PC DRAM costs continuing to rise, forcing…

Anthropic’s third-quarter revenue climbed to nearly $17 billion, but computing expenses rose faster and consumed 58% of sales. The AI company disclosed higher infrastructure costs in an…

Anthropic reported $16.96 billion in third-quarter revenue as its net loss narrowed to $23.29 billion. The AI developer’s upcoming public offering faces scrutiny over rising infrastructure…

Oracle plans to raise $20 billion through bond and stock offerings to finance its AI and cloud infrastructure expansion. The fundraising highlights the company’s growing capital…

Marvell Technology has agreed to acquire optical networking company Lumentum in an all-stock deal valued at $115 billion, including debt. The transaction would combine their semiconductor…