OpenAI puts Stargate UK on ice over energy cost, regulations
… As part of one of the government's "AI Growth Zones," the project should already benefit from streamlined planning and priority grid access . We asked OpenAI for clarification. …
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Memory-makers' shares are down. Don't blame Google
… In a report published last week, TrendForce predicts TurboQuant will lower the cost of AI infrastructure, and by doing so “spark massive long-sequence application demand, comprehensively driving structural growth and specification upgrades for high-bandwidth, main, and flash memory across cloud and… …
Alibaba has made 470,000 AI chips, admits they’re inferior
… He thinks that kind of growth will recur. “Cloud and software budgets for enterprise IT services have traditionally represented only around 5 percent of corporate revenue,” he said. “As model-driven agents begin to handle mainstream work tasks across industries, our total addressable market will ex…
Memory crunch threatens to kneecap Chromebook shipments
… "The demand for specialized components used in AI infrastructure is pulling production capacity away from other parts of the hardware market," said Context senior analyst Aaron Smith. …
Make bad moves on AI and face voter backlash, govts warned
… At the same time, the UK government has gone all-in on AI, announcing its AI Opportunities Action Plan last year that will see datacenters peppered across the land, especially in dedicated "AI Growth Zones," declaring its intention to put AI to work across public services , and unveiling Barnsley a… …
UK splurges £45M on AI supercomputer to crack fusion power
… Funded by the Department for Energy Security and Net Zero DESNZ , the 1.4MW system is slated to begin operating in June and will form the first major piece of infrastructure in what ministers describe as the UK's planned "AI Growth Zone" at Culham in Oxfordshire. …
AI is reshaping Britain's datacenter map away from London
… The UK government's AI Opportunities Action Plan , which aims to drive economic recovery by positioning the country at the forefront of AI development, has added further impetus. This includes AI Growth Zones built around datacenter campuses, offering streamlined planning and priority grid access. …
The DBMS chart that shows Oracle's crown is slowly slipping
… "The primary drivers of growth in the DBMS market in 2025 remained cloud, analytics, and AI. The relatively stable stack ranks at the top half of the market indicates that leading vendors are adapting well to the demands of AI and cloud. …
OpenAI's $122B in funding comes at a perilous moment
… To meet that demand for its software and LLMs, OpenAI is working with an "infrastructure portfolio across multiple cloud partners and multiple chip platforms." OpenAI's infrastructure partners include Microsoft, Oracle, AWS, CoreWeave, and Google Cloud, while its chip suppliers include Nvidia, AMD,… …
Oracle tops up restructuring fund for FY26 by $500M
… MORE CONTEXT Oracle says AI coding tools are helping it dodge the SaaSpocalypse Oracle moves to assure MySQL community it really does care Oracle and OpenAI's Texas Stargate datacenter expansion reportedly on the skids Oracle Java licensing worries are percolating through the userbase Bond, debt bo… …