Explosive AI demand strains hardware supply chains, from advanced packaging and memory shortages to rising energy consumption. Companies race to secure chips, while data center energy use and cooling innovations become critical.
In the Ningxia desert, four dedicated power lines connect a solar field directly to a computing cluster, bypassing the public grid. Beijing is encouraging its data center industry to follow suit, a shift with implications for energy sovereignty, TCO,...
ASE Technology Holding warns that AI chip demand will keep advanced packaging lines under pressure through the end of the decade. This bottleneck impacts hardware availability and cost for organizations planning on-premise deployment of large languag...
Micron Technology says the memory shortage for AI workloads will persist past 2027, and it has already secured customer deals worth $100 billion. The crunch, especially for HBM memory, is reshaping data center expansion plans and on-premise infrastru...
Flash memory controller maker Phison sees no end to the NAND shortage, with orders already booked into Q2 2027. The tight supply forces enterprises running on-premise AI infrastructure to rethink storage planning and costs.
Broadcom and OpenAI have unveiled Jalapeño, OpenAI's first custom processor. It's a massive reticle-sized ASIC optimized exclusively for inference, built in an ultra-fast nine-month cycle. The move underscores the race toward proprietary silicon for ...
Nvidia has unveiled a liquid cooling system that operates at unusually high temperatures, promising to cut electricity use and eliminate water consumption. The announcement highlights how thermal infrastructure is becoming a strategic lever for those...
The company inked agreements for two new sites in Texas and Missouri, expanding its AI infrastructure with unprecedented energy capacity. The move highlights how compute and power availability are becoming the real bottleneck for large-scale artifici...
