#Data Center
50 articles with this tag
Most read in #Data Center, last 30 days
Jensen Huang's Blackwell Blueprint and Nvidia's AI Factory Strategy
Nvidia's GB200 NVL72 treats 72 GPUs as a single processor and delivers 30x faster LLM inference than the H100, while Jensen Huang argues the software stack running on top is now the harder-to-replicate asset.
AMD Data Center Revenue Doubles: Lisa Su's Four-Layer AI Portfolio
AMD's data center segment hit $6.7 billion in Q2 2026, up 107% year-over-year, driven by Instinct MI350 GPUs and EPYC Venice CPUs. Here is a breakdown of the four AI product layers Lisa Su has assembled at AMD, from accelerators to the new Helios rack-scale system.
Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026
Nvidia's data center segment generated $75.2 billion in Q1 2026, while AMD posted $5.8 billion from the same category. The gap tells the story of AI infrastructure in 2026.
Qualcomm CEO on AI, Automotive, and Smartphone Slump
Qualcomm CEO Cristiano Amon discusses the company's diversification into automotive and data centers amidst smartphone market pressures, and the strategic importance of its AI platform.
Micron & AMD Turbocharge Agentic AI Servers
Micron and AMD showcase a 3.8x performance leap in agentic AI application servers using 6th Gen EPYC CPUs, DDR5-8000 memory, and PCIe Gen6 NVMe SSDs.
AMD Unveils Helios AI Rack
AMD launches its first rack-scale AI solution, AMD Helios, alongside new CPUs and GPUs, aiming to dominate the agentic AI era.
AMD's Lisa Su Bets on Helios and MI400 After $5.8B Data Center Quarter
AMD's data center revenue hit $5.8 billion in Q1 2026, and Lisa Su opened Advancing AI 2026 with the full MI400 GPU lineup, the Helios rack platform, and an MI500 roadmap preview claiming 1,000 times the performance of the MI300X.
AMD's Helios: A Make-or-Break AI System
AMD unveils its first rack-scale AI system, Helios, aiming to challenge Nvidia with a powerful, integrated solution backed by major tech clients like Microsoft and Meta.
Jensen Huang’s Nvidia: $81.6B Q1 Revenue and the Sovereign AI Empire Behind It
Nvidia posted $81.6 billion in Q1 FY2027 revenue on May 20, 2026, an 85 pct increase year-on-year. Here is Jensen Huang’s segment-by-segment breakdown: $75.2B in data center (half from non-hyperscale buyers) and a reclassified Edge Computing segment, set against sovereign AI factory deals in Japan, South Korea, and Germany.
Lisa Su's AMD Posts $5.8B AI Data Center Quarter as Meta Signs 6GW Deal
AMD's data center unit posted $5.8 billion in Q1 2026, up 57% year-on-year, with AI accelerators from the MI300 series accounting for 73% of the segment. Here is a breakdown of how Lisa Su built a $16.6 billion data center business in 2025 and what the MI400 roadmap means for 2026.
HPE CEO Neri: AI Fuels "Blowout" Revenue, Triple-Digit Server Demand
HPE CEO Antonio Neri discusses the company's "blowout" AI revenue, triple-digit demand for AI infrastructure, and the shift towards on-premise solutions.
Jensen Huang's Nvidia: where the $68B Q4 actually comes from
Nvidia booked $68.1B in Q4 FY2026, with $62.3B from data center alone. Here's the line-by-line of where Jensen Huang's empire pulls revenue today: hyperscaler buildouts, sovereign-AI deals, and the 19,000-startup Inception loop.
Arm CEO Sees AI Demand Outpacing Smartphone Slump
Arm CEO Rene Haas discusses the company's surge in AI chip demand, projecting $2 billion in orders for its ARM AGI CPU, while the smartphone business faces a slowdown.
AMD's AI Push Fuels Strong Q1 2026 Results
AMD reports a strong Q1 2026 with $10.3B revenue, driven by AI infrastructure demand, and sees accelerating growth prospects for its MI450 Series.
Arm's AI Chip Ambitions Take Center Stage
CNBC gets an inside look at Arm's new AI chip, the Neoverse V2, and its potential to disrupt the data center market, with Meta as a key partner.
Oracle, OpenAI Data Center Deal Falters
Oracle and OpenAI have ended plans for a significant AI data center expansion in Texas, with Meta reportedly in talks to lease the site.
Nvidia AI Bubble Fears: Reality Check
Nvidia's strong earnings are met with growing 'AI bubble fears' as analysts and investors question the sustainability of massive AI spending and geopolitical impacts.
OpenAI Launches AI Supply Chain RFP for US Manufacturing
OpenAI's new AI supply chain RFP seeks to onshore the physical hardware necessary to support its massive data center buildout and secure US technological leadership.
NVIDIA Boosts AI Infrastructure Management with New GPU Monitoring
Epoch AI Unveils Frontier Data Centers Hub: Mapping AI's Monumental Infrastructure
AI's Insatiable Power Hunger Redefines Data Center Infrastructure
Amazon's Indiana Bet: The Physical Core of AI Infrastructure
X-energy Secures $700 Million Series D for SMR Deployment
TCS Secures $1 Billion from TPG for Massive $2 Billion Indian AI Data Center Buildout
Microsoft\'s Azure AI superfactory is a planet-scale machine powered by Nvidia GB200 and GB300 GPUs
Microsoft unveiled the newest Fairwater AI datacenter in Atlanta, part of a connected system with the Wisconsin Fairwater site and the wider Azure network.
Microsoft's AI Superfactory Goes Live
Infrastructure Investor Sadek Wahba Navigates AI Boom with Caution, Not Abstinence
Fujitsu's Arm Chip Targets AI Energy Consumption
Starcloud's Orbital AI Vision Takes Flight
Anthropic $50 billion bet on US AI infrastructure
Arm-Powered Axion Boosts AI Energy Efficiency
AMD AI Accelerators Drive Record Q3 2025 Growth
The Regulatory Battle for AI's Soul: Sacks on Silicon Valley's Future
Q.ANT raises $80M to advance photonic AI processors
Q.ANT has raised new funding, bringing its total to $80 million. The additional investment came from Duquesne Family Office.
Q.ANT raises $80M to advance photonic AI processors
Q.ANT has raised new funding, bringing its total to $80 million. The additional investment came from Duquesne Family Office.
Amazon's AI Power Play: Inside the $11 Billion Indiana Data Center
NVIDIA BlueField-4 Powers AI Factory OS
Vertical Semiconductor raises $11M to build power-efficient AI chips platform
Vertical Semiconductor, an MIT spinoff, raised $11 million to develop Vertical GaN AI chips that enhance power efficiency and reduce energy consumption in AI data centers.
NVIDIA Vera Rubin Powers Gigawatt AI Factory Future
Fermi's $16B IPO Bets Big on AI Power Infrastructure
With a $16B IPO, Fermi is pioneering dedicated AI power infrastructure by building a private grid combining gas, solar, and advanced nuclear reactors.
Data Centers as One Giant AI Computer
Michael Dell: AI Demand is Solid, Energy is the Bottleneck
AI's Hidden Bottleneck: The Industrial Giants Powering Data Centers
Cramer Rejects AI Bubble Talk, Trusts Tech Titans Over Bearish Billionaires
Micron's AI Ascent: Stellar Performance Meets Market Expectations
Nscale Secures $1.1BN Series B for AI Infrastructure Expansion
Nscale, a UK data centre startup, raised $1.1 billion in Series B funding. Aker, the Norwegian energy infrastructure group, led the round, with Nokia and Nvi...
Nscale Secures $1.1BN Series B for AI Infrastructure Expansion
Nscale, a UK data centre startup, raised $1.1 billion in Series B funding. Aker, the Norwegian energy infrastructure group, led the round, with Nokia and Nvi...
AI's Unquenchable Thirst: The Looming Power Grid Crisis
AI Power Demand Challenges U.S. Infrastructure
Nvidia\'s $100 billion investment in AI and OpenAI, particularly for data center construction, raises a critical question: can the U.S.
