The growing demand for AI is driving significant investment in data center infrastructure, including advanced cooling solutions, power management, and high-performance servers. This trend is fueled by the need for increased computing density and energy efficiency to support AI workloads.
Texas Instruments and NXP report strong results, driven by increasing demand for power management solutions in AI data centers. The rising complexity of power systems for GPUs and accelerators is boosting the advanced semiconductor packaging sector.
Vanguard International Semiconductor anticipates strong growth in power demand for AI servers starting in 2026. The company expects a significant impact on the semiconductor market, with implications for hardware manufacturers and cloud service provi...
Supermicro's growth in the artificial intelligence sector is remarkable, but the company is heavily reliant on a single customer, who generates 63% of its revenue. This concentration represents a significant risk to future financial stability.
Intel and SoftBank subsidiary, Saimemory, are collaborating to develop Z-Angle Memory (ZAM), a vertical-stacked memory for AI data centers. ZAM promises 2 to 3x more capacity, greater bandwidth, and half the power consumption compared to current solu...
Elon Musk aims to build space-based data centers by merging SpaceX and xAI. The goal is to achieve a compute capacity of 100 gigawatts, with ambitious plans to launch a million tons of satellites annually and a power of 1 TW.
German startup enclaive has raised €4.1 million in seed funding for its multi-cloud confidential computing platform. The solution aims to protect data during processing, enabling companies to use cloud environments without compromising security, espe...
Data centers are evolving to support the increasing workloads of artificial intelligence. New rack-level power architectures are emerging to better manage the energy demands of high-performance GPUs, optimizing efficiency and reducing operating costs...
Nvidia introduces AI CDU (Cooling Distribution Unit), signaling a software-defined approach to thermal management in AI data centers. This development could optimize energy efficiency and performance of on-premise inference and training systems.
SpaceX has officially acquired xAI, both companies owned by Elon Musk. The deal aims to develop space-based data centers. The merger creates the world's most valuable private company, paving the way for Musk to prove the usefulness of data infrastruc...
The introduction of the Nvidia GB200 GPU is accelerating the adoption of liquid cooling systems and rack-level integration in the chassis sector. This transition is driven by the need to manage the increased power density and thermal requirements of ...
Semco's Tianjin MLCC plant is operating at full capacity to meet the increasing demand for components used in AI servers and electric vehicles. The expansion is driven by the need for high-performance multilayer ceramic capacitors (MLCC) for advanced...
SpaceX has filed with the FCC a plan to build an orbital data center system based on a constellation of one million satellites. The infrastructure, designed for artificial intelligence workloads, is expected to deliver up to 100 gigawatts of compute ...
Cloud service providers (CSPs) are increasing investments in AI infrastructure, thanks to a more stable supply chain. This increase in CapEx is an indicator of the growing demand for computational resources for artificial intelligence and machine lea...
A user has built a local computing cluster based on four Lenovo P620 workstations, each equipped with two NVIDIA RTX 3090 GPUs, for a total of 192GB of VRAM. The configuration, interconnected via a 10Gbit network (awaiting a 100Gbit upgrade), is inte...
Taipower's record profits mask the increasing difficulties in meeting the energy demand of AI data centers in Taiwan. The island, a crucial technology hub, faces significant challenges in sustaining the growth of the AI sector.
The growth of data centers dedicated to artificial intelligence is fueling a renewed interest in gas-fired power plants in the United States. This trend risks compromising efforts to transition to renewable sources and reduce carbon emissions, raisin...
Vertiv launches SmartRun, a prefabricated system for AI data centers integrating power, liquid cooling, and networking. The goal is to accelerate construction times and reduce complexity, responding to the growing demand for computing power for artif...
Meta expects a significant increase in capital expenditures (CapEx) due to the growing strategic importance of artificial intelligence capabilities. The company considers AI compute capacity a limiting factor and plans to invest heavily to expand it.
The AI server market is shifting towards rack-level architectures, with Delta and Liteon emerging as key suppliers. This trend reflects the increasing demand for higher compute density and improved thermal management capabilities in AI data centers.
A user has built a high-performance AI server using consumer-grade components, achieving 768GB of memory between RAM and VRAM. The configuration, based on a Threadripper Pro and multiple GPUs, demonstrates how a relatively contained budget can compet...
Quanta Computer is ramping up hiring and expanding its operations to meet the sustained demand for AI servers. The company aims to strengthen its position in a rapidly expanding market, where the ability to meet customer demands has become crucial.
Global power grids are emerging as crucial strategic points in the competition between artificial intelligence and industrial development. The increasing demand for energy to power data centers and digital infrastructure makes the stability and secur...
The U.S. EPA now requires permits to operate gas turbine generators, even temporary ones, closing loopholes in some local ordinances that waived this requirement for deployments that lasted for less than 364 days. This affects Elon Musk's xAI.
The AI data center construction boom continues, but a shortage of skilled engineers could hinder growth. Demand for electrical, mechanical, and civil engineers is soaring, prompting companies to seek expertise in sectors like nuclear energy and aeros...
Microsoft is adopting a new approach to its AI data centers, prioritizing support for the local community. This strategy could become a blueprint for other hyperscalers in the sector, who have often overlooked the social impact of their infrastructur...
US data centers, crucial for artificial intelligence, are facing significant delays in grid connection. This situation is driving the development of new power supply models to ensure the operation and growth of the sector. The delays jeopardize deliv...
The exponential growth of data centers in the United States is straining the national electric grid. Proposed outages and industry pushback highlight a growing criticality. The energy needs of data centers are constantly increasing, raising concerns ...
According to DIGITIMES, the increasing demand for computing power for artificial intelligence risks straining Taiwan's energy infrastructure. The island, crucial for the production of advanced semiconductors, may face new challenges in supporting the...
A research report by DDN, in partnership with Google Cloud and Cognizant, reveals that over half of AI projects are delayed or canceled due to the complexity of the required infrastructure. The solution? Targeted training and smarter use cases.
The AI boom is driving an unprecedented wave of data center construction. In the United States, the construction of these infrastructures is clashing with a critical shortage of skilled tradespeople such as plumbers and electricians, who are essentia...
A faulty 16-pin connector sidelined an expensive NVIDIA H200 Hopper GPU, crucial for data centers. A skilled technician successfully repaired the power connector, averting costly replacements and data loss. The issue involved damaged sense pins, reso...
Tech giant Microsoft has announced a significant expansion of its data center infrastructure. The company pledges to be a "good neighbor" and avoid negatively impacting electricity costs for consumers, while continuing to invest heavily in artificial...
Microsoft has announced the "Community-First AI Infrastructure" initiative, committing to covering the full electricity costs for its AI data centers and refusing local property tax reductions. The increasing demand for generative AI services has pro...
Microsoft has announced a five-point plan for the construction of its AI data centers. The company promises to 'be a good neighbor' to local communities, covering additional energy costs, replenishing water resources, and investing in long-term skill...
Meta has established 'Meta Compute', a new organization focused on building next-generation data centers designed to power large-scale artificial intelligence (AI) applications. The initiative includes the development of custom computing architecture...
