Gigawatt campuses, power grids, cooling and the trillions being poured into AI compute buildouts.
516 articles
Gartner predicts global data center power consumption will reach 565TWh by 2026, a 26% increase. In Japan, the primary bottleneck for new data center construction is the delay in power transmission infrastructure rather than a lack of generation capacity.
ITmedia AI+ (日本) · 100d ago
Gartner Japan reports that power supply delays are hindering data center construction. The bottleneck is not necessarily total power generation capacity, but rather grid infrastructure and distribution challenges.
ITmedia AI+ (日本) · 100d ago
NVIDIA Quantum InfiniBand now features intent-based security profiles within the Unified Fabric Manager (UFM). This update allows network administrators to auto-configure fabric security in a single click, significantly reducing deployment time.
NVIDIA Developer Blog · 100d ago
Data center developer Crusoe has paused plans for a massive AI campus in Wyoming. The decision follows concerns raised by Google regarding the project's significant energy requirements.
Bloomberg Technology · 100d ago
Google.org is committing $50M to train 300,000 electricians, welders, and pipefitters in the US. This move addresses the critical shortage of skilled labor required to build and maintain the physical infrastructure powering the AI boom.
The Next Web (TNW) · 100d ago
The Antares Nuclear Mark-0, a private next-generation modular micro-reactor, has achieved criticality at the Idaho National Laboratory. This milestone marks the first time in 40 years that a non-light-water reactor has reached this stage in the U.S.
cnBeta (Full RSS) · 102d ago
A report by MS Amlin reveals that $670 billion in planned US data center investments are located in high-risk zones for tornadoes and severe storms. This geographic concentration poses a significant threat to the expansion of AI infrastructure.
IT之家 · 103d ago
The Nashville Zoo is campaigning against a proposed 69,000-square-foot AI data center located near its animal enclosures. Concerns include potential disruption to the breeding of endangered species.
The Next Web (TNW) · 103d ago
OpenAI's ambitious 'Stargate' data center project is experiencing major cost increases during construction. Contractors are working to integrate complex gas turbine power systems with high-performance AI hardware.
cnBeta (Full RSS) · 103d ago
Meta introduced 'Instantaneous PowerLoss Storm,' a new testing paradigm designed to validate data center infrastructure readiness for zero-notice power failures. The initiative focuses on defense-in-depth strategies to ensure system stability during critical power disruptions.
Meta Engineering Blog · 108d ago
Yinlun Shares has officially mass-produced large-scale cooling modules designed for high-horsepower power generators used in data centers. Additionally, the company secured a contract for gas generator exhaust treatment systems from an international client, with delivery starting in Q4 2026.
36氪 · 111d ago
CAS Star, a venture capital firm linked to the Chinese Academy of Sciences, has spent over a decade investing in photonics. This strategic move aims to overcome the physical limitations of current data centers as AI demand pushes computing to its speed limits.
SCMP Technology · 112d ago
Two AWS data centres in the UAE were hit by drone strikes during regional conflict. This event poses a significant challenge to the Gulf region's ambitions to become a global AI hub.
The Next Web (TNW) · 118d ago
SpaceX's IPO filing reveals that Elon Musk's xAI is powering its data centers using unregulated natural gas turbines. This highlights a contradiction with Tesla's clean energy branding.
The Next Web (TNW) · 119d ago
Elon Musk's xAI is pivoting its energy strategy away from solar power toward natural gas to support its massive compute requirements. Meanwhile, SpaceX is exploring the development of orbital data centers to bypass terrestrial infrastructure constraints.
TechCrunch AI · 119d ago
China's NDRC and National Energy Administration have expanded the 'green power direct connection' policy from single users to multi-user groups. This shift aims to provide low-cost, reliable energy for compute-intensive facilities like data centers and AI infrastructure.
36氪 · 121d ago
Adtek, a key supplier in the CPO (Co-Packaged Optics) ecosystem, is moving toward a Hong Kong IPO. The company focuses on fiber optic connectivity solutions essential for high-speed data center infrastructure.
钛媒体 · 124d ago
Yingjie Electric clarified that its AI power supply products have not yet received certification from major North American vendors like Nvidia, xAI, or Microsoft.
36氪 · 124d ago
Kioxia Holdings Corp. experienced a massive surge in buy orders following a strong profit report.
Bloomberg Technology · 125d ago
Former Yandex CEO Arkady Volozh has rebranded the international assets of the company as Nebius, focusing exclusively on AI cloud infrastructure. The company has moved its headquarters to Amsterdam and completely severed ties with its Russian operations.
虎嗅 · 125d ago
Wuxi High-tech Zone has signed a project to build a large-scale 'Token Factory' integrating computing power and electricity, aligning with China's 'East Data, West Computing' strategy.
36氪 · 125d ago
Cisco is cutting 4,000 jobs as part of a restructuring plan to prioritize investments in artificial intelligence. Despite the layoffs, the company raised its annual revenue forecast due to strong demand from hyperscale cloud providers.
36氪 · 129d ago
xAI is installing 19 new portable gas turbines at its Colossus 2 supercomputer site. Emails confirm expansion of gas-fired power despite an ongoing air quality lawsuit.
Wired AI · 130d ago
Microsoft and G42 plan $1B data center in Kenya for new Azure region using geothermal energy. Project stalls due to high power demands.
cnBeta (Full RSS) · 130d ago
3M has joined an industry alliance to advance optical interconnect technology for AI data centers. The initiative focuses on developing high-speed connectivity solutions essential for AI infrastructure.
36氪 · 130d ago
SoftBank founder Masayoshi Son is in talks for a major AI data center project in France. He plans to unveil it with President Macron soon.
Bloomberg Technology · 131d ago
Microsoft's marquee data center project in Kenya has reached a political impasse. The US tech firm and UAE AI partner G42 are at odds with the Kenyan government.
Bloomberg Technology · 131d ago
A $1bn Microsoft data center project in Kenya with UAE's G42 has stalled after the government refused guaranteed annual capacity offtake at requested levels. Talks have broken down but the project is not formally cancelled.
The Next Web (TNW) · 131d ago
Arm predicts its data center business will soon become its largest revenue source. Originally known for low-power mobile processors, Arm's high-performance designs now attract giants like Amazon and Microsoft.
cnBeta (Full RSS) · 135d ago
Core42, the AI infrastructure arm of UAE's G42, has leased 20 megawatts in a converted Minneapolis office turned data center. This marks G42's expansion into US AI compute infrastructure.
The Next Web (TNW) · 136d ago