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Infrastructure
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Tech News
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.
Cloud
Oxide Computer raises $445M Series D at scale for on-prem AI clouds
Oxide Computer closed a $445 million Series D led by Eclipse, with AMD Ventures joining, to expand manufacturing of its integrated rack-scale systems as enterprises build owned AI infrastructure.