NVIDIA, OpenAI, and SB Energy have shared more information about the PORTS-Pike Technology Campus in Pike County, Ohio. The project will combine an 8 IT-GW compute buildout with one of the largest financing backstops seen so far in the AI infrastructure sector. The project is being developed in collaboration with the U.S. Department of Energy
Stack Automation by Quali, the infrastructure automation platform co-developed with Cisco and sold exclusively through Cisco, has reached general availability. The pitch aims at the gap between buying AI infrastructure and using it: deployments that traditionally consume six to twelve weeks of manual assembly should, the companies say, come up in hours, with Cisco Validated
IBM has successfully integrated and cooled two cryogenic modules within a single shared environment, a step the company calls critical to scaling quantum systems that can eventually link hundreds of quantum chips. The achievement supports IBM’s stated timeline for delivering IBM Quantum Starling in 2029, a system the company expects to be the first fault-tolerant
Sandisk has taped out the first High Bandwidth Flash memory die. The company put it on a slide at its 2026 Investor Day on August 13, under the header HBF Roadmap, next to what the slide labels an actual die picture. The second half of that slide covers the first HBF inference product samples: coming
Enterprise SSD prices increased another 5 percent in July 2026, according to the latest VDURA Flash Volatility Index. While the monthly increase was lower than the extreme fluctuations seen over the past year, flash pricing remains approximately 6.5 times higher than it was in the third quarter of 2025. The index, which VDURA launched in
SK hynix and its subsidiary Solidigm are following a two-part manufacturing plan to keep mature flash production separate from next-generation memory. Recent updates show they are expanding older production capacity overseas while also investing heavily at home. These moves will support future demand for AI storage, but current production schedules mean that enterprise SSD shortages
AMD said it has achieved an estimated 4x increase in AI energy efficiency from 2024 to mid-2026, exceeding its projected 3x target for the period. It is working toward a 20x improvement in rack-scale AI training and inference efficiency by 2030, a goal it set in June 2025. The company measures progress against a 2024
Two of the three big memory makers are putting money into U.S. semiconductor infrastructure at opposite ends of the production chain. Micron committed up to $3 billion to domestic supply-chain investments in July, anchored by a raw silicon wafer deal in Texas, while SK hynix is preparing to break ground on its advanced HBM packaging
HCLTech and NetApp have expanded their strategic partnership to deliver an integrated hybrid cloud Storage-as-a-Service (STaaS) platform tailored for enterprise artificial intelligence, generative AI, and high-performance data architectures. It is the latest in a run of NetApp moves aimed at AI data pipelines, following its DataPelago acquisition in July. The offering links infrastructure consumption with
Dell has qualified KIOXIA’s 245.76TB NVMe SSDs for software-defined ObjectScale, putting 9.83PB of raw flash in a single 2U server. The density milestone lands on top of the data-path work Dell detailed earlier this year across ObjectScale 4.2 and 4.3, which targets high-throughput AI training, small-object pipeline efficiency, and inference acceleration through native S3 over
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