# Chips & infrastructure — News — QANATONE

> What we report under Chips & infrastructure: industry news on AI, search and digital marketing.

Kaynak: https://www.qanatone.com/en/haber/konu/altyapi/

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# What's happening in the industry? (13)

We follow AI, search and digital marketing news and add our own reading.

[News](https://www.qanatone.com/en/haber/)[Explainers](https://www.qanatone.com/en/nedir/) [All *113*](https://www.qanatone.com/en/haber/) [Policy & regulation *20*](https://www.qanatone.com/en/haber/konu/politika/)[Payments & finance *16*](https://www.qanatone.com/en/haber/konu/odeme/)[Models & products *29*](https://www.qanatone.com/en/haber/konu/model/)[Science & research *4*](https://www.qanatone.com/en/haber/konu/bilim/)[Ads & budget *5*](https://www.qanatone.com/en/haber/konu/reklam/)[Chips & infrastructure *13*](https://www.qanatone.com/en/haber/konu/altyapi/)[Funding & companies *15*](https://www.qanatone.com/en/haber/konu/yatirim/)[Search & AI *7*](https://www.qanatone.com/en/haber/konu/arama/)[Lead handling *3*](https://www.qanatone.com/en/haber/konu/talep/)[Sector data *1*](https://www.qanatone.com/en/haber/konu/sektor/) [**News · Infrastructure** 18 September 2026 1 min read ## Nvidia and Google want faster grid hookups for flexible AI Nvidia, Google and Emerald AI formed an alliance so AI data centers that cut power use at peak hours can connect to the grid faster. Read](https://www.qanatone.com/en/haber/yapay-zeka-enerji-ittifaki/)[**News · Infrastructure** 16 September 2026 1 min read ## Anthropic signs deal for a giant Queensland data centre Anthropic has agreed to use what is planned as Australia's largest data centre. The project is valued at 32 billion Australian dollars. Read](https://www.qanatone.com/en/haber/anthropic-queensland-veri-merkezi/)[**News · Infrastructure** 15 September 2026 1 min read ## Waymo plans driverless taxis in Tokyo in 2027 Waymo signed with Nihon Kotsu and GO to launch Japan's first fully driverless commercial taxi service in Tokyo in 2027. Read](https://www.qanatone.com/en/haber/waymo-tokyo-2027/)[**News · Infrastructure** 14 September 2026 1 min read ## Nvidia announces CUDA-Q Logical for quantum Nvidia added a layer to its open-source CUDA-Q platform to make building applications for fault-tolerant quantum computers easier. Read](https://www.qanatone.com/en/haber/nvidia-cuda-q-logical/)[**News · Infrastructure** 10 September 2026 1 min read ## TSMC posts record August revenue, up 53% in a year TSMC reported NT$514.8 billion in August revenue. AI demand has its 3, 4 and 5 nanometer capacity fully booked. Read](https://www.qanatone.com/en/haber/tsmc-agustos-rekor-gelir/)[**News · Infrastructure** 3 September 2026 1 min read ## Broadcom's AI chip revenue tripled; the stock barely moved Broadcom's AI chip revenue rose 221% to $16.7 billion. Guidance came in just under Wall Street's estimate and the stock stayed flat. Read](https://www.qanatone.com/en/haber/broadcom-yapay-zeka-cip-geliri/)[**News · Infrastructure** 26 August 2026 1 min read ## Nvidia reports $96.2 billion in quarterly revenue Nvidia's revenue more than doubled in a year. Jensen Huang's summary: "Now, compute is revenue." Read](https://www.qanatone.com/en/haber/nvidia-96-milyar-dolar-ceyrek/)[**News · Infrastructure** 25 August 2026 1 min read ## Emerald AI raises $150 million for grid-flexible data centers Its software adjusts how much power an AI data center draws based on grid conditions. The Series A values Emerald AI at $1.05 billion. Read](https://www.qanatone.com/en/haber/emerald-ai-esnek-veri-merkezi/)[**News · Infrastructure** 25 August 2026 1 min read ## 3.2 GW power contract for an OpenAI data center nears decision The Effingham County contract terms are trade secrets, and one commissioner said its scale is far larger than usual. Read](https://www.qanatone.com/en/haber/georgia-power-openai-3-2-gigavat/)[**News · Infrastructure** 12 August 2026 1 min read ## Most power requested for US data centers won't be connected Wood Mackenzie expects US utilities and grid operators to commit to about 28% of the 1,066 GW requested for data centers. Read](https://www.qanatone.com/en/haber/veri-merkezi-elektrik-talebi/)[**News · Infrastructure** 7 August 2026 1 min read ## Former Bitcoin miner Firmus raises $2 billion for AI factories With Nvidia and Blackstone in the round, Firmus's valuation rose from $5.5 billion in April to more than $10.5 billion. Read](https://www.qanatone.com/en/haber/firmus-2-milyar-dolar/)[**News · Infrastructure** 4 August 2026 1 min read ## AMD data center revenue doubles; Anthropic signs up for 2 GW AMD reported record revenue of $11.5 billion in the second quarter. Data center is now 58% of revenue. Read](https://www.qanatone.com/en/haber/amd-veri-merkezi-anthropic-2-gigavat/)

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