AI Infrastructure @buildcompute

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DOE unveils fusion roadmap targeting commercial deployment by mid-2030s, but lacks funding commitments. The plan positions AI as both a research tool and motivation for powering data centers, while relying on public-private partnerships to achieve breakthroughs.

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JEDEC's new UFS 5.0 storage standard delivers 10.8GB/s speeds, nearly double UFS 4.0's 5.8GB/s. Designed for AI-powered mobile devices, it adds improved security, better noise isolation, and maintains backward compatibility with existing hardware.

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Meta pursues multibillion-dollar acquisition of chip startup Rivos to reduce Nvidia dependence. Frustrated by slow internal chip development, Zuckerberg's pivot to AI has made custom semiconductor tech a priority over metaverse ambitions.

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OpenAI partners with AMD to supply 6 gigawatts of computing power starting 2026, with option to buy 10% of AMD shares. The deal diversifies OpenAI's chip supply beyond Nvidia while giving AMD a major foothold in the AI chip market.

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Meta signs massive $14B deal with CoreWeave for AI computing power, gaining access to Nvidia's GB300 systems. This follows CoreWeave's recent OpenAI partnership, highlighting the fierce competition and capital intensity in the AI infrastructure race.

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The next AI investment frontier: Semiconductor equipment suppliers. Companies like Teradyne, Lam Research and KLA are surging as investors look beyond traditional chip stocks for exposure to the AI boom. Some stocks have nearly doubled since spring.

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Vaire's Ice River chip recycles energy like a pendulum rather than wasting it as heat, achieving 30% energy savings in tests. Using reversible logic gates and gradual voltage changes, it could help address AI's growing power demands despite hyperscaler competition.

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Credo's $300-$500 purple cables have become essential for AI data centers, transforming the chip connector maker into a critical infrastructure provider with 88% market share. The company's stock surged 245% as it turned a $28.4M loss into $52.2M profit.

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Michigan's rural communities battle proposed AI data centers that could consume 5 million gallons of water daily. Augusta Township rezoned 800 acres despite opposition, while residents push for transparency about environmental impacts as the state extends tax breaks.

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Publicis raises 2025 forecast as AI powers 73% of operations, driving 5.7% Q3 growth while competitors struggle. CEO Sadoun: "AI alone does not work" without proper data foundations—a strategy that's retained 98% of top clients over five years.