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This week’s semiconductor developments highlight how AI’s hardware backbone is evolving from all sides, from high-bandwidth memory to cloud-scale infrastructure. Samsung’s unveiling of its next-generation HBM4 chips signals a renewed push to capture Nvidia’s future AI workloads, while Google’s expanded partnership with Anthropic underscores how control over compute resources is …
According to TD Cowen, U.S. data center leasing in Q3 surpassed all of 2024, with a record 7.4 GW leased by hyperscalers, and an additional 10.2 GW of active deals still in the pipeline.
As the AI ecosystem expands and becomes more complex, it will be increasingly important to consider DNS a mission-critical component of AI infrastructure.
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