https://mediapresser.com/tags/ai-infrastructure/ Recent content in ai infrastructure on Media Presser Hugo -- gohugo.io en-us Thu, 06 Aug 2026 00:00:00 +0000 https://mediapresser.com/sandisk-sndk-q4-fy2026-cost-of-revenue-fell-while-revenue-rose-372/ Thu, 06 Aug 2026 00:00:00 +0000 https://mediapresser.com/sandisk-sndk-q4-fy2026-cost-of-revenue-fell-while-revenue-rose-372/ Sandisk closed Wednesday at $1,350.50, down 5.4% on the session, then traded down toward $1,257 after the fiscal fourth quarter release. The stock is up roughly 490% year to date and has been the best performer in the S&P 500 in 2026. Its fifty-two week range runs from $40.53 to $2,354.39, the high set on June 22. Market capitalization sits near $200 billion on 148.1 million shares outstanding, with a beta of 4. https://mediapresser.com/meta-q2-3.6b-of-retrospective-charges-against-a-raised-capex-floor/ Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/meta-q2-3.6b-of-retrospective-charges-against-a-raised-capex-floor/ Meta reported second-quarter revenue of $60.8 billion, up 28% year over year, family daily active people of 3.6 billion on average for June, up 3%, and guided third-quarter revenue below consensus. The stock fell more than 8% after hours. Underneath the headline sit three numbers that explain the reaction better than the guide does: $2.4 billion in charges related to legal proceedings, $1.18 billion in severance connected to the May layoff of about 8,000 staff, and free cash flow of $784 million, down 91%. https://mediapresser.com/microsofts-2026-capex-forecast-fell-15b-on-an-accounting-change-not-a-spending-cut/ Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/microsofts-2026-capex-forecast-fell-15b-on-an-accounting-change-not-a-spending-cut/ Microsoft reported fourth-quarter capital expenditure of $41 billion, up 70% year over year, and simultaneously lowered its 2026 capex forecast to $175 billion from $190 billion. The company was explicit that spending plans have not changed. An accounting change did. That combination deserves more attention than it will get, because a $15 billion reduction in a guidance figure that everyone on the street uses as a proxy for compute added is not a reduction in compute added. https://mediapresser.com/inverse-dram-etf-launch-stalled-ai-code-security-and-the-data-center-staffing-squeeze/ Wed, 29 Jul 2026 00:00:00 +0000 https://mediapresser.com/inverse-dram-etf-launch-stalled-ai-code-security-and-the-data-center-staffing-squeeze/ Roughly 180 items crossed the wire in the last twenty-four hours. Strip out the translated duplicates, the earnings-date notifications, the investor-conference attendance notices, and the vendor testimonial campaigns, and perhaps a dozen carry actual information. Those dozen cluster around three themes: the memory cycle acquiring a short side, the physical limits of data center expansion, and the widening distance between how capable AI systems have become and how safe their output is. https://mediapresser.com/integral-privacy-technologies-raises-25m-to-build-the-privacy-layer-for-ais-real-world-data-push/ Thu, 02 Jul 2026 00:00:00 +0000 https://mediapresser.com/integral-privacy-technologies-raises-25m-to-build-the-privacy-layer-for-ais-real-world-data-push/ Integral Privacy Technologies has raised $25 million in total funding, with backing from Venrex, The General Partnership, Array Ventures, GreatPoint Ventures, LiveRamp Ventures, Haystack, Virtue Ventures, Also Capital, Caffeinated Capital, LifeX Ventures, Circle & Co, and WS Investments. The round is aimed at scaling what the company calls its Forward Deployed Privacy Services — a service layer meant to make sensitive real-world data usable for AI training without triggering the regulatory and re-identification risks that normally keep that data locked away.