Ai Infrastructure

The Information's in-depth reporting about Ai Infrastructure.
Follow this topic to get the latest updates from The Information reporters and subscribers.

Recent Articles Most Popular Articles
Recent Articles about Ai Infrastructure
Image via Getty
Exclusive

Microsoft Sales Chief Responds to Potential Rivalry with OpenAI’s New Agent Product

By Kevin McLaughlin and Aaron Holmes · Feb 6, 2026 6:45pm PST · 1 comment
Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to compete against a new OpenAI product aimed at helping businesses automate office tasks across different software applications—including Microsoft’s own apps. In an email, Microsoft commercial CEO Judson Althoff provided talking points... Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to...
Nvidia CEO Jensen Huang holds a Grace Blackwell NVLink72 at CES 2025. Photo by Patrick T. Fallon/Getty Images

How Nvidia and Big Customers Finally Conquered Blackwell ‘Challenges’

By Qianer Liu, Anissa Gardizy and Wayne Ma · Feb 6, 2026 6:00am PST · 1 comment
A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier generation of AI server chips to a newer one, known as Blackwell, was “challenging” for the company’s customers because of the chips’ greater complexity. “The chassis, the architecture of the system, the hardware, the power delivery, all of that had to... A year ago, Jensen Huang, CEO of Nvidia, told analysts that transitioning from an earlier...
Alexandr Wang, left, and Mark Zuckerberg. Photos by AP
Exclusive

Meta Memo: New Avocado Model ‘Most Capable’ to Date

By Jyoti Mann · Feb 4, 2026 12:21pm PST · 1 comment
Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group. The company recently told some staffers in the group, known as Meta Superintelligence Labs, that its next generation large language model, codenamed Avocado, is “now Meta’s most capable pre-trained base model to date,”... Meta Platforms is sounding an increasingly bullish note about the first major AI model expected...
Art by Getty Images
AI Infrastructure

Betting That AI Can Ease AI Infrastructure Pains

By Ann Davis Vaughan · Feb 2, 2026 8:00am PST · 2 comments
Right now, money and attention is focused on building infrastructure for AI. What’s coming next, though, is AI for infrastructure: using the very same technology to make the power and industrial systems we’re building cheaper, better and faster.Since its founding in 2016, venture investor Blue Bear Capital has allocated about $350 million across... Right now, money and attention is focused on building infrastructure for AI. What’s coming next,...
Art by Mike Sullivan
AI Infrastructure

Five Takeaways From ‘Data Center Davos’

By Anissa Gardizy · Jan 26, 2026 8:00am PST · 1 comment
Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set. The sector’s power brokers are coming off a wild 12 months, bookended by the... Last week, the data center industry migrated temporarily to Hawaii for the Pacific...
Photo by Ron Jenkins/Getty Images
AI Infrastructure

Why Google Is Winning the Race for Data Center Power

By Ann Davis Vaughan · Jan 19, 2026 8:00am PST · 1 comment
There’s no doubt now that the tech companies driving AI will have to help produce the new electricity needed to power it. The White House and several governors sought Friday to force them to build more plants.That’s why Google’s $4.75 billion deal in December for Intersect, a developer of renewables and data center infrastructure, is so... There’s no doubt now that the tech companies driving AI will have to help produce the new...