#Data Centers
33 articles with this tag

Corning & Nvidia AI Fiber Deal Powers Data Centers
Corning and Nvidia are partnering on a massive deal to supply advanced fiber optics for AI data centers, aiming to boost speed and efficiency.

OpenAI Podcast: AI Needs New Supercomputer Networks
OpenAI researchers Mark Handley and Greg Steinkrecker discuss the need for new supercomputer networks to handle AI training, highlighting challenges with traditional protocols and the benefits of their MRC system.

Amazon Bets Big on Mississippi Cloud
Amazon plans a $25 billion investment in Mississippi cloud computing infrastructure, creating 2,000 jobs and expanding its economic footprint.

AI Hardware Spending Surges: Big Tech's AI Bets
Tech giants like Alphabet, Amazon, Meta, and Microsoft are boosting AI infrastructure spending, with Nvidia poised to benefit significantly.

AI Giants Double Down on Cloud and Compute Investments
Amazon, Microsoft, and Meta are boosting AI infrastructure spending, with Amazon planning $150B and Meta $40B in 2024, signaling an intense race for AI dominance.

Amazon's Chip Business Surges Past $20B
Amazon's custom silicon business, including Trainium AI chips, is rapidly expanding, with an annual run rate exceeding $20 billion and significant future commitments.

Amazon's Oregon Footprint: Beyond Warehouses
Amazon has invested over $60 billion in Oregon since 2010, boosting its economy through job creation, infrastructure development, and small business support.

AWS Data Centers Cultivate Local Roots
Amazon's AWS data centers are becoming community hubs, driving local job growth, environmental projects, and educational initiatives.

Intel's AI Chip Demand: A Boon for Semiconductor Stocks?
Intel CEO Pat Gelsinger discusses the surging demand for Intel CPUs in AI inference and the company's strategy to leverage its integrated hardware offerings and partnerships for growth.

Nvidia's AI Dominance and Gaming's Future
Nvidia's revenue is now dominated by AI data centers, overshadowing its gaming roots, while AI tech like DLSS 5 sparks debate.
Arm CEO on AI Chip Demand and Market Shift
Arm CEO Rene Haas discusses the company's strategic shift towards AI data centers, the massive growth in AI chip demand, and the future potential of the market.

AI Data Centers Drive Power Generation Demand
Andrew Gilbert of Energy Capital Partners discusses the immense electricity demand from AI data centers and how it's impacting power generation strategies.

Prologis CEO on Data Center Demand & Growth
Prologis CEO Dan Letter discusses the enduring demand for logistics and data center space, highlighting the company's capacity and global expansion plans amid economic uncertainties.

Rep. Subramanyam on AI Data Centers and Power
Rep. Suhas Subramanyam discusses the challenges of AI data center expansion, advocating for distributed development and greater corporate responsibility for energy infrastructure.

Musk's AI Ambitions and Tesla's Data Center Plans
Max Chafkin and Carol Masser discuss Elon Musk's ambitious AI plans, including a massive data center project with SpaceX, and the challenges ahead.

Meta's $27B AI Infrastructure Push
Ed Ludlow of Bloomberg Tech reports on Meta's significant $27 billion investment in AI infrastructure, highlighting the company's diversified strategy of purchasing chips and developing custom AI hardware.

Trane Technologies CEO on AI, Growth, and Innovation
Trane Technologies CEO Dave discusses the company's growth, AI integration, and talent development strategies in a recent Bloomberg interview.

Middle East AI Boom Faces Geopolitical Headwinds
Geopolitical tensions, particularly involving Iran, are casting a shadow over the Middle East's $169 billion AI compute expansion, raising concerns about infrastructure security and supply chains.
Nuclear Power Fuels AI Data Center Boom
Nuclear power is being tapped to meet AI's massive energy demands, with ontologies playing a key role in scaling operations.

HPE CEO: AI Demand Creates 'Huge' Memory Mismatch
HPE CEO Antonio Neri reveals that the soaring demand for AI hardware has led to a 'huge' mismatch in memory component supply, impacting revenue and order fulfillment.

Larry Ellison's AI Ambitions Face Investor Scrutiny
Oracle's ambitious AI data center expansion, heavily reliant on OpenAI, faces increasing investor scrutiny over debt and execution amidst a competitive AI landscape.

Oracle & OpenAI Data Center Deal in Texas
Oracle and OpenAI are reportedly in talks to build a massive AI data center in Texas, signaling a major strategic partnership in the booming AI sector.

WD CEO on AI's Impact on Storage Demand
Western Digital CEO Irving Tan discusses how AI is driving demand for storage, with the company focusing on scaling HDD technology to meet these needs.

CoreWeave Hits $5B Revenue, Claims AI Cloud Crown
CoreWeave announces $5B revenue milestone and claims the title of the largest AI-native cloud platform, fueled by enterprise demand and specialized infrastructure.

LSEG's AI Strategy 2026: Data Risks & Growth
LSEG's shares rose on a record buyback, but its AI strategy faces investor scrutiny amid concerns over data business disruption and the need for clear AI integration plans.

Burgum's Bold AI Energy Strategy
US Interior Secretary Doug Burgum advocates for an 'energy addition' policy to fuel AI growth, proposing that tech giants build their own power plants to secure US leadership in the global AI race.

Meta's Billions Drive AMD AI Chip Deal
Meta is investing tens of billions in AMD AI chips and data center gear, reflecting its aggressive pursuit of "super intelligence" and the industry's insatiable demand for compute power.

Meta Boosts AI with Major AMD GPU Deal
Meta has reportedly signed a five-year deal with AMD to deploy its processors in its data centers, signaling a major push in its AI infrastructure.

Meta Taps AMD for AI Chips
Meta Platforms is reportedly securing a five-year, $100 billion-plus deal with AMD for AI chips and systems, intensifying competition with Nvidia in the AI hardware race.

AI Angst Divides Markets, Asia Sees Opportunity
The 'AI Scare Trade' is causing a US equities retreat, while Asian markets find unexpected winners in the tech sector amid tariff policy shifts.

Trump's Tariffs Could Stall AI Buildout
New tariffs under a potential Trump administration could create significant uncertainty, jeopardizing critical investments in AI chips and infrastructure.
Anthropic to Cover AI Data Center Power Costs
Anthropic pledges to cover electricity price increases and grid upgrade costs caused by its data centers, aiming to protect consumers from AI's growing energy demand.

Big Tech's AI Gold Rush: $650B Bet on Data Centers
Big Tech firms plan to spend $650 billion by 2026 on data centers and gear, signaling an intensifying AI race and broad industry disruption.