Infrastructure
Stories curated for Infrastructure
When London Went Dark: What the Google Cloud Outage Teaches Us About Hyperscaler Risk
A six-hour power failure at Google Cloud's London data centre knocked out banking apps, deliveries and government-adjacent services across the UK. The incident is a stark reminder of how much of the digital economy now rests on just three hyperscalers.
Nvidia's Grip on China's AI Chip Market Slips to 34% as Huawei Closes In
New IDC data reveals Nvidia's share of China's data-center AI chip market fell to 34% in the first half of 2026 as Huawei surged to 28%. The numbers signal a historic shift in one of the world's most important semiconductor markets.
China's 24GW AI Compute Surge: Closing the Gap With 50GW More on the Way
A new SemiAnalysis report puts China's operational AI data center capacity at 24GW versus 56GW in the US, with another 50GW planned or under construction. The findings reveal a two-front infrastructure race shaped by chip shortages and aggressive state-backed power investment.