Gigawatt campuses, power grids, cooling and the trillions being poured into AI compute buildouts.
516 articles
OXMIQ presented use cases for High Bandwidth Flash at Hot Chips 2026. The format aims to balance HBM-like bandwidth with NAND-like capacity, but its practical applications appear to be highly constrained.
Tom's Hardware · 24d ago
The article examines Dapu Micro’s growth amid AI-driven changes in the global storage industry. It highlights reported revenue of RMB 4.7 billion and a 477% surge in net profit, suggesting growing attention toward domestic storage suppliers.
钛媒体 · 26d ago
Texas Instruments reported Q2 2026 revenue of $5.463 billion, up 23% year over year, while Analog Devices reached a record $4.022 billion, up 40%. Both benefited from industrial and data-center demand, but TI saw broader recovery across markets while ADI was more heavily driven by AI-linked data-center and communications growth.
虎嗅 · 26d ago
Nvidia’s upcoming earnings report is expected to highlight its dominant position in AI infrastructure, with analysts forecasting nearly $92 billion in quarterly revenue. Prices for servers containing Nvidia AI chips are reportedly rising by more than 15% for some major customers.
Bloomberg Technology · 26d ago
Desktop CPU shipments fell 20% amid high component costs, creating an increasingly difficult market. Intel increased production of data-center and notebook processors, but AMD outgrew Intel and reached record market share.
Tom's Hardware · 28d ago
DataDome research found that bad bots generated 91% of traffic to one retailer’s DDR5 product pages—about 10 automated requests for every legitimate visit. Automated scraping reportedly hit listings every 6.5 seconds while 32GB kit prices jumped from $72 to $392.
Tom's Hardware · 29d ago
Microsoft plans to build a 500,000-square-foot AI hyperscale data center campus at Skelton Grange in Leeds, UK. Local opposition has intensified, with a community petition seeking to block final planning approval gathering approximately 40,000 signatures.
cnBeta (Full RSS) · 29d ago
Ypsilanti Township has temporarily blocked the electrical substation needed by a University of Michigan data center intended for nuclear-weapons research. The township also imposed a one-year moratorium on the facility’s requested water connection, adding local infrastructure barriers to the 220,000-square-foot project.
Tom's Hardware · 30d ago
The article analyzes the logic behind Arm’s growth in the hyperscale cloud computing market. Its focus is on CPU architecture, cloud-provider adoption, and the broader shift in data-center infrastructure economics.
InfoQ中国 · 31d ago
Mass production of NVIDIA's Vera Rubin platform is increasing demand across the memory supply chain. After reaching a June low, 512Gb TLC NAND spot prices have rebounded to $21, while QLC prices remain stable.
cnBeta (Full RSS) · 35d ago
Scottish police expect significant public opposition to the proposed Larbert datacentre, located roughly 30 miles west of Edinburgh. In a planning consultation letter, they warned that robust security measures would be needed to prevent potential incursions.
The Guardian Technology · 36d ago
Lenovo reported fiscal Q1 2026 revenue of $26.943 billion, up 43% year over year, while attributable profit swung to a $609 million loss. AI-related revenue rose 60% to $8.5 billion, and adjusted profit increased 176% to $1.075 billion as all three major business groups posted double-digit growth.
IT之家 · 38d ago
Super Micro Computer issued a current-quarter sales forecast above analysts’ estimates. The outlook suggests that demand from the artificial intelligence market continues to support sales of the company’s servers.
Bloomberg Technology · 39d ago
Nvidia is reportedly testing at least three Rubin Ultra configurations with as little as 192 GB of memory. These designs would represent a major reduction from the originally announced 1 TB of HBM4E, potentially reflecting ongoing memory supply constraints.
Tom's Hardware · 40d ago
Intel announced a $15 billion common-stock offering as investor interest in the company rebounds. The company is seeking to capitalize on rising demand for AI data-center infrastructure.
Bloomberg Technology · 40d ago
Emporia, Kansas, moved city council meetings online after death threats against city leaders intensified over a proposed gigawatt-scale AI data center. The switch also canceled public comments, prompting residents to question why community input was removed.
Tom's Hardware · 41d ago
The article describes severe disorder in China’s B300 accelerator market, where prices reportedly rose from about RMB 4.9 million to more than RMB 13.5 million per unit in five months. Scarce inventory, repeated verification demands, broken contracts, and last-minute price increases have made high-end AI infrastructure transactions resemble speculative gambling.
虎嗅 · 41d ago
Amazon is planning a Texas data center supported by an on-site power plant. Reports suggest the facility could become the largest single source of climate pollution in the United States.
TechCrunch AI · 42d ago
Residents of Gilroy, California, were surprised when construction began on an Amazon data center without a visible community vote. The project reportedly used 45-year-old rules, while negotiations began in 2020 and the public-comment period extended through 2024.
Tom's Hardware · 42d ago
Switch Inc. has confidentially filed for a US initial public offering, according to people familiar with the matter.
Bloomberg Technology · 43d ago
Polish developer Citylink is designing a new Wrocław data center to recover server waste heat and send it to the municipal district-heating network. The project, developed with Kogeneracja, will focus partly on infrastructure for AI nodes.
Computerworld · 43d ago
A public consultation in Salem, Oregon, about a potential AI data center saw protesters bring a guillotine to the venue's exterior. Tensions escalated inside when community members confronted the developer's representative, who was eventually escorted out by police after saying it no longer felt safe to remain.
Tom's Hardware · 43d ago
The article argues that HBM capacity constraints are creating stronger demand for AI SSDs. It positions AI SSDs as an emerging infrastructure segment approaching rapid growth, though the excerpt provides no specific products, vendors, or performance data.
InfoQ中国 · 43d ago
Western Digital CEO Irving Tan says AI infrastructure expansion is sustaining strong demand for data storage, despite a softer near-term outlook. Long-term supply agreements with hyperscalers indicate that AI-related storage needs could keep growing into the next decade.
Bloomberg Technology · 44d ago
Solidigm is reportedly preparing a pre-IPO funding round ahead of a potential Nasdaq listing. The company may seek 5–10 trillion Korean won at an estimated valuation of around 50 trillion won, with Morgan Stanley and Goldman Sachs as lead underwriters.
IT之家 · 45d ago
AMD reported record Q2 2026 revenue, with data center revenue doubling year over year. Gaming revenue fell 31%, while CEO Lisa Su said high prices have weakened consumer demand but expressed optimism about the client market.
Tom's Hardware · 46d ago
The analysis argues that wholesale IDC moats should be judged by when contractual and financial barriers become durable, not by cabinet counts. It highlights Data Center’s 98% Alibaba concentration and 2030 renewal risk, contrasting it with Runze’s 62% ByteDance concentration and a RMB 4.5 billion REIT that brings forward terminal-value risk.
钛媒体 · 46d ago
Investor Kevin O’Leary claims AI data centres consume less water than golf courses, sparking debate. The comparison is technically accurate but ignores complex variables in regional water scarcity and cooling infrastructure.
The Next Web (TNW) · 63d ago
Shijia Photons, a notable optical component supplier, is pivoting its capital strategy by initiating a 2.8 billion RMB private placement following a failed M&A attempt. The market has expressed concerns regarding the interpretation of the company's 'massive expansion' plans.
钛媒体 · 65d ago
Chengdu is hosting the APEC Digital and AI Ministerial Meeting, highlighting its massive digital infrastructure. The city showcases a 29,000P computing capacity and over 53 billion open data records.
Pandaily · 67d ago