It Infrastructure

Groq’s $350M neocloud push and Relay’s shutdown put more pressure on enterprise AI runbooks than on model choice

Groq’s $350M pivot toward “neocloud” capacity and Relay’s shutdown into Google’s Chrome team both point to the same ops issue: continuity and control in AI auto

Alphabet’s $5.9B Q2 cash burn is turning AI infrastructure into a CFO-led capex fight in 2026

After Alphabet reported a $5.9B Q2 cash burn and lifted its 2026 spending outlook by $15B, enterprises are seeing tougher ROI gates for GPU and data-center buys

Meta's $12.5 billion data-center bond signals rising capital costs across AI infrastructure

Debt investors demanded higher yields on Meta's El Paso data-center bond than on a comparable deal last year, a concrete sign that financing AI build-outs is ge

Samsung chip profit soared 250-fold this earnings season, and AI infrastructure spending shows no sign of slowing

AI hardware demand drove Samsung's chip unit to a 250-fold profit surge, while Palantir, Cloudflare, and Hon Hai posted outsized results, splitting the enterpr

AI infrastructure spending is splitting the enterprise tech sector into clear winners and laggards

Samsung chip profit up 250-fold, Hon Hai sales up 54%, Palantir called its results "otherworldly." The AI buildout is rewarding supply-chain depth and penalizin

Eliyan hits $1B valuation and Simile raises $200M as AI infrastructure funding surges in late July 2026

Four deals closed in the final days of July 2026 signal where enterprise AI capital is flowing: chip interconnects, behavioral prediction, spare parts, and prev

Meta is hiring AWS's Dave Brown and talking to Anthropic as its cloud push becomes real

Meta is recruiting a top Amazon Web Services executive and in early talks to sell compute to Anthropic, turning Zuckerberg's cloud ambitions into operational mo

Progress Software acquires Domo's AI and data platform for $400 million

Progress Software is paying $400M for Domo's AI and data platform, adding 2,400+ enterprise customers and an agentic analytics layer to its AI infrastructure st

Databricks raises at a $188 billion valuation to push multi-AI governance and agentic infrastructure

Databricks announced a $188B strategic funding round led by Coatue, targeting Unity AI Gateway, Genie, and Lakebase for enterprise AI deployment.

SpaceX Is in Talks to Supply the Pentagon With Billions in AI Computing Capacity. Here Is What It Means for the Enterprise Market.

SpaceX is in talks with the U.S. Department of Defense to supply data center capacity worth billions of dollars for Pentagon AI workloads, the Wall Street Journal reported today. SpaceX already has computing deals with Google, Anthropic, and Reflection AI. Here is what a Pentagon agreement would mean for the AI infrastructure market and enterprise buyers.

Apple Just Reclaimed the World's Most Valuable Company Title From Nvidia. Here Is What the Tech Rotation Means for Enterprise Strategy.

Apple reclaimed the title of world's most valuable company today, July 17, 2026, surpassing Nvidia at $4.91 trillion as a semiconductor sell-off and a broader technology rotation rewarded Apple's ecosystem durability over AI infrastructure spending. Here is what the shift means for enterprise technology strategy.

AI agents are breaking enterprise observability stacks built for human-scale query patterns

Continuous, round-the-clock AI agent traffic is exposing the limits of observability tools designed for human-paced workloads.

Southeast Asia's enterprise AI push hits a familiar wall: data, talent, and integration debt

SEA enterprises are accelerating AI investment, but legacy infrastructure, talent gaps, and ERP friction continue to stall real deployment.

CISA flags active SharePoint RCE exploit as Cisco UCM attacks continue

Two critical enterprise vulnerabilities are under active exploitation this week, putting collaboration and voice infrastructure at immediate risk.

Tech Mahindra and Telefónica Germany expand partnership to build private cloud platform

Tech Mahindra and Telefónica Germany are building a multi-year private cloud and PaaS platform to modernize telecom infrastructure and expand B2B capabilities.

Randevu GmbH brings headless cloud infrastructure to B2B platform builders

Randevu GmbH offers headless cloud infrastructure that B2B companies use to build and scale multi-sided digital platforms.

SpaceX's Orbital Data Centers Just Crossed From Speculation to Strategy. Here's What Enterprise Tech Leaders Need to Know.

SpaceX has working hardware in orbit, an FCC filing for a large-scale satellite compute constellation, and a reported deal with Google. The Washington Post reports that orbital data centers have moved from thought experiment to a thesis serious infrastructure people are now tracking. Here is what enterprise technology leaders need to know.

Extreme Solidifies Networking Leadership with Major Enhancements to Extreme Platform ONE

Autonomous AI meets integrated security, simple pricing, and third-party management to power the next era of networking

Drive In, Drive Out: The Rhythm of Metropolis

Behind the seemingly mundane choreography of a drive-in lies a broader story about how modern cities script behavior, turning even the simplest actions into rehearsed routines. What looks like repetition is really a quiet testament to systems designed for flow and control, where

Visibility at Scale: How Data, Telemetry, and IT Architecture Enable High-Performance Data Centers

As AI infrastructure scales at an unprecedented pace, the complexity of managing data center operations has shifted from purely physical challenges to deeply digital ones. Today’s facilities generate enormous volumes of telemetry, and industry estimates suggest hyperscale and AI data centers produce millions of data points per second. At that scale, visibility is no…

Power, Pressure, and Precision: What It Takes to Keep AI Online 24/7

The rise of generative AI and large-scale model training has transformed data centers into high-intensity “AI factories,” where workloads are no longer predictable or gradual. Unlike traditional cloud environments, AI data centers generate highly volatile and fast-changing power loads. Research shows that large-scale AI workloads can trigger rapid, synchronized spikes and drops in electricity…

Power, Cooling, and Risk: What It Takes to Bring a 100MW AI Data Center Online

The industry knows how to build data centers. What it’s still figuring out is how to turn on AI factories at scale. With facilities now crossing 100 megawatts—far beyond the 5 to 10 megawatt norm of traditional builds—operators are no longer just validating equipment. They’re testing whether entire systems—power, cooling, controls, and the teams behind…

No Idle GPUs, No Data Leakage: QumulusAI Maximizes GPU Utilization for Multiple Customers on Shared Infrastructure

Multi-tenant GPU infrastructure is becoming essential as AI deployments scale across customers. Organizations must maximize GPU utilization while maintaining strict data isolation. Idle compute reduces efficiency, yet shared environments can introduce security risks if not designed properly. Optimizing GPU cycles across multiple customers is essential to maintaining performance and cost efficiency. Mazda Marvasti, the…

OpenAI–Cerebras Deal Signals Selective Inference Optimization, Not Replacement of GPUs

OpenAI’s partnership with Cerebras has raised questions about the future of GPUs in inference workloads. Cerebras uses a wafer-scale architecture that places an entire cluster onto a single silicon chip. This design reduces communication overhead and is built to improve latency and throughput for large-scale inference. QumulusAI Senior Product Manager Mark Jackson says Cerebras’…

No Idle GPUs, No Data Leakage: QumulusAI Maximizes GPU Utilization for Multiple Customers on Shared Infrastructure

Multi-tenant GPU infrastructure is becoming essential as AI deployments scale across customers. Organizations must maximize GPU utilization while maintaining strict data isolation. Idle compute reduces efficiency, yet shared environments can introduce security risks if not designed properly. Optimizing GPU cycles across multiple customers is essential to maintaining performance and cost efficiency. Mazda Marvasti, the…

Corporate Heartbeat: The Win-Win of Giving Back

Corporate giving is increasingly viewed as part of local economic infrastructure—not discretionary generosity. In the U.S., 13.7% of households experienced food insecurity in 2024, impacting millions of working families and signaling stress within regional labor markets. As cost-of-living pressures persist and metro regions like North Texas continue to grow rapidly, business leaders are reassessing…

Applied Digital AI Data Center July 2025 Update

In the heart of Ellendale, North Dakota, the Applied Digital AI Data Center known as Polaris Forge 1 (Previously ELN02) is steadily emerging as one of the largest purpose-built AI data centers in the United States. This July 2025 site update highlights remarkable progress at the Applied Digital project, designed to set new standards…

Reflection and What’s Ahead: How Applied Digital Built the AI Factories of Tomorrow

As AI adoption accelerates at an unprecedented pace—ChatGPT alone sees 2.5 billion daily prompts just two and a half years after launch—digital infrastructure is racing to keep up. At the center of this transformation are purpose-built data centers, evolving from air-cooled Bitcoin facilities to liquid-cooled “AI factories” designed to power the next generation of…

Execution at Scale: How Applied Digital Is Powering AI Infrastructure in Ellendale

AI infrastructure is evolving at breakneck speed, and the real challenge is no longer just designing next-generation data centers—it’s executing them at scale. As demand for AI-ready facilities grows, operators must adapt to immense increases in power density, new cooling technologies, and unconventional deployment locations. Power density requirements for AI workloads are pushing the…

Workforce, Housing, and Growth: How Applied Digital Is Revitalizing a Rural Town Through AI Infrastructure

As AI infrastructure spreads beyond tech hubs and into America’s heartland, companies face a new imperative: not just to build facilities—but to build trust, local partnerships, and long-term value for the communities that host them. In Ellendale, North Dakota, Applied Digital’s Polaris Forge 1 campus has become a case study in what rural revitalization…