Surging demand for AI is causing shortages in GPUs, memory, and packaging, while energy and water constraints force moratoria on data center construction. Prices are soaring and supply chains are stretched.
Taiwan's memory sector turned in an exceptional June, spotlighting a factor often overlooked in local LLM deployments: the availability and cost of physical memory, the hidden infrastructure behind every inference.
Microsoft’s greenhouse gas emissions rose 25% in a single year, despite a pledge to be carbon negative by 2030. The culprit is the build-out of AI data centers, which makes the number both worse and more honest than it appears. The energy appetite of...
The one-year moratorium on facilities over 50 MW shows how energy and water constraints are reshaping AI deployment, with direct implications for those considering on-premise solutions.
Surging AI chip demand is draining global stocks of ABF substrates, the foundation of advanced chip packaging. The shortage, expected to persist until 2028, tilts the playing field toward major cloud providers and complicates plans for organizations ...
As AI data centers proliferate, Taiwan's power grid—critical to global semiconductor supply—is hitting its limits, DIGITIMES analysis shows. The mounting energy hurdles spotlight a fundamental challenge for AI infrastructure, forcing a rethink of har...
