AI infrastructure

Microsoft announced a second major round of job cuts this year, potentially impacting up to 9,000 roles across departments, geographies, and levels. This move aims to streamline operations and reduce costs amidst increasing AI infrastructure expenses and broader industry trends of workforce adjustments. These cuts represent less than 4% of Microsoft’s global workforce.

IREN Limited has appointed Anthony Lewis as its new Chief Capital Officer to bolster its capital markets strategy and fuel aggressive growth in the AI infrastructure sector. Lewis brings over two decades of financial markets experience, including a significant tenure at Macquarie Group, to shape IREN’s capital structure and financing initiatives.

DataCanvas launched Alaya NeW Cloud 2.0, a next-gen intelligent computing platform featuring serverless architecture and reinforcement learning. It offers on-demand AI infrastructure, targeting compute-intensive applications with a user-friendly toolchain. By offering a “pay-as-you-go” model and streamlining AI development, the platform aims to reduce costs, provide efficient performance, and make AI computing accessible to developers worldwide. The platform also introduces the world’s first reinforcement learning intelligent computing service, AgentiCTRL, for improved efficiency.

Broadcom unveiled Tomahawk 6, the world’s first 102.4Tbps data center switch chip. Designed for AI, it doubles existing switch performance, supporting up to 100,000 GPUs and boosting GPU cluster utilization. The chip offers flexible architecture with features such as 100G/200G SerDes interfaces and CPO support. Tomahawk 6 promises to reduce AI training costs, with further energy efficiency improvements planned by the end of 2025.

At Computex 2025, NVIDIA CEO Jensen Huang repositioned the company as an AI infrastructure architect, unveiling advancements in consumer GPUs, data center solutions, industrial metaverse tools, and robotics. Key highlights included the Blackwell architecture for AI training/inference and Isaac GR00T N1.5, a foundation model for humanoid robots. Huang emphasized physical AI as the next industrial revolution, citing partnerships with firms like Boston Dynamics and Morgan Stanley’s projection of a $60T humanoid market by 2050. NVIDIA aims to dominate through its full-stack ecosystem, bridging AI models, autonomous systems, and simulation tools to power smart factories and cities. (100 words)

The Kunpeng & Ascend Developer Conference 2025 in Beijing showcased Huawei’s AI infrastructure innovations under the theme “Innovation Through Collaboration.” Key releases included Kunpeng’s modular AI+ Solution Suite, open-source platform openFuyao for hybrid computing, and Ascend’s SuperNode Architecture, boosting cluster training efficiency. Upgraded tools like the MindSpeed RL Suite and CATLASS Operator Library aim to accelerate AI development. Huawei reported 665,000 global developers and 8,800 partners, with real-world deployments like RAG Solution 1.0 yielding 40% latency reductions. Emphasizing ecosystem growth and open standards, Huawei positions itself as a foundational force in industrial AI transformation through scalable tooling and infrastructure. (99 words)