Gigawatt campuses, power grids, cooling and the trillions being poured into AI compute buildouts.
516 articles
Article analyzes global AI infrastructure buyers and opportunities in the five-layer AI stack: energy, chips, infra, models, apps. Highlights export chances for Chinese firms in power solutions, edge computing amid US bottlenecks.
虎嗅 · 192d ago
CITIC Securities report states AI high-density compute pushes data centers from air cooling to liquid cooling. Primary side systems upgrade to core infrastructure due to demands for low-temp, stable cold sources.
36氪 · 192d ago
Nvidia announces GTC 2026 for March 16, reportedly promoting triple power supplies amid AI server demands. Article highlights Chinese server connector stocks like Hua Feng Tech (Huawei-tied high-speed backplanes) and fiber firms amid AT&T's $250B fiber investment.
虎嗅 · 194d ago
Apex, NC residents halted Natelli Investments' $1B, 300MW AI data center near a nuclear plant after protests over noise, water use, and pollution. Over 5,000 signed petitions; red-shirted crowds packed hearings.
虎嗅 · 197d ago
TrendForce reports generative AI boom drives data center demand for high-speed interconnects. Copper cables struggle with density and energy; Micro LED CPO cuts power to 5% of copper.
36氪 · 201d ago
Morning session saw main funds net inflow into communication, petroleum, and defense sectors. Key inflows hit Zhongji Innolight (¥3.44B), Eoptolink (¥2.74B), and China Satellite (¥1.97B).
36氪 · 203d ago
Amazon Web Services suffered a service disruption after unidentified objects struck its data center in the UAE, causing a fire. The incident led to outages affecting AWS operations in the region.
Bloomberg Technology · 203d ago
China's major A-share indices opened lower, with Shanghai Composite down 0.43%, Shenzhen Component down 0.89%, and ChiNext down 1.23%. AI computing power and semiconductor sectors saw pullbacks, including Tefang Info nearing limit down and Tianfu Comm, Changfei Fiber dropping over 5%.
36氪 · 206d ago
xAI is accused by neighbors of causing distress with loud pops, whines, and roars from its power plant. A makeshift 'Temu sound wall' has failed to alleviate the complaints.
Ars Technica AI · 206d ago
The article questions the forces hindering CPO technology's prime time. It positions CPO as a future choice for high-bandwidth optics but not the current best option.
钛媒体 · 211d ago
Linux kernel community is laying early groundwork for PCIe 7.0 support while PCIe 6.0 devices are still emerging. PCI-SIG released the PCIe 7.0 spec mid-2025 with 128 GT/s rates.
cnBeta (Full RSS) · 212d ago
Micron launches the first PCIe 6.0 SSDs with sustained read speeds up to 28Gbps. These high-performance drives are targeted exclusively at AI data centers, limiting consumer access.
PCMag · 214d ago
A peer-reviewed analysis of 443,000 Backblaze hard drives across 1.66 million drive-years ranks HGST as the most reliable manufacturer and Toshiba as the least reliable. Seagate and Toshiba HDDs failed at roughly twice the rate of Western Digital and HGST drives.
Tom's Hardware · 36d ago
Sharp announced that it will begin soliciting orders for its new AI server business in September 2026. The company plans to align the start of sales activities with a briefing session for the business.
ITmedia AI+ (日本) · 42d ago
Zhongji Innolight said the U.S. Federal Communications Commission has not issued restrictions on new Chinese data-center components, including optical modules.
36氪 · 47d ago
Data center firm Csquare Inc. has officially priced its initial public offering at $21 per share.
Bloomberg Technology · 67d ago
China is accelerating the deployment of multiple funding sources, including special bonds and policy-based financial tools, to boost infrastructure projects. Experts anticipate a steady recovery in infrastructure investment for the remainder of the year.
36氪 · 69d ago
Colorado is debating a constitutional amendment that would establish a 'right to natural gas.' This move aims to challenge local building codes that mandate electrification, impacting future energy infrastructure.
Ars Technica · 69d ago
China has completed 168 key power grid projects and expanded its UHV transmission network to 47 lines. These upgrades aim to enhance cross-regional power sharing and stability during peak summer demand.
36氪 · 71d ago
The article explores the operational and financial difficulties in the independent energy storage sector. It highlights issues with project funding and the instability of developers in the current market.
钛媒体 · 76d ago
UBS has revised its Brent crude oil price forecasts, lowering the outlook for Q3 and Q4 to $80 per barrel and the 2027 average price to $75 per barrel.
36氪 · 81d ago
The article explores the underlying causes of recurring electricity price surges during winter cold snaps on the East Coast. It challenges common public perceptions by analyzing structural grid issues.
The Next Web (TNW) · 89d ago
The French Parliament has passed a law stripping EDF of its long-standing monopoly on hydropower concessions. The utility must now auction 6 gigawatts of capacity annually under regulatory oversight.
The Next Web (TNW) · 95d ago
Google is expanding its community investments in Virginia by focusing on local workforce development and energy affordability programs. These initiatives aim to support the region's growth alongside Google's expanding data center footprint.
Google AI Blog · 101d ago
This article provides a technical look at the infrastructure of undersea cables that form the backbone of global connectivity. It explains the physical layer that supports the massive data transfer required for modern AI and cloud services.
Engadget · 107d ago
The Atacama desert in Chile is attracting significant investment for energy storage infrastructure. This allows solar plants to maintain power supply even after sunset.
Bloomberg Technology · 116d ago
This article explores the competitive landscape of the energy storage industry in the Middle East. It examines the key performance indicators that define market leadership in this region.
钛媒体 · 120d ago
Chinese companies have overtaken Japanese and Korean competitors to secure all top 10 spots in the global energy storage cell market. The sector is experiencing rapid growth, with residential energy storage demand increasing nearly threefold.
钛媒体 · 122d ago
Data-center developer Fermi Inc. has amended its board appointment rules to prevent its former CEO from regaining control or reshaping the company's leadership.
Bloomberg Technology · 129d ago
Facing growth pressures, Jundingda urgently pursues a new narrative via acquisition. The firm commits 300 million RMB to the liquid cooling trend.
钛媒体 · 131d ago