Topic
Explore English articles about Data Centers.
Volantis has raised $88 million to build the A-1, which links compute chips and memory with light. We examine its 10TB capacity and 20-trillion-parameter goal at different precisions, and what first deliveries in 2027 will need to prove.
Homa, proposed for AI clusters, cuts wait times through receiver-granted sending and priority handling for short messages. We look at 2026 implementation changes, the conditions behind peer-reviewed benchmarks, and the TCP coexistence and gRPC limits that affect adoption.
Why do so many AI agent tool calls run on the CPU? Drawing on NVIDIA's CUDA guide and a research paper: GPUs can execute branches, and divergent branches run one after another. In SWE-Agent, doubling the batch from 64 to 128 raised latency 1.06–1.18x for GPU inference and 1.53–1.94x for CPU Bash execution.
NetApp's new Novus storage separates file-management metadata from data transfer to reduce GPU idle time. We look at the 100TB/s projection, bandwidth by GPU count, and how it differs from the existing AFX.
Morgan Stanley's 37.3% HBM demand estimate for NVIDIA is a forecast, not disclosed secured supply. We compare it with NVIDIA's $279 billion in multiyear commitments, Google's TPU demand, rising HBM prices and the shift toward 8-high stacks.
The FT reports Tencent signed a five-year, $7 billion deal to use about 100,000 AI chips at Oracle's Southeast Asian facilities. We look at the upfront payments in its earnings and the regulatory conditions that remain even when chips are rented overseas.
Micron's fiscal 2026 revenue rose 3.6x to $133.19 billion, yet net capex was only 20.5% of sales. We examine why construction timelines, not funding, appear to govern supply growth from fabs due online by around 2028, along with counterarguments and what could change the picture.
DDR4 spot prices rose and NAND wafer prices fell at the end of September, yet Q4 contract prices are forecast to increase. We break down the differences across enterprise SSDs, PC SSDs and wafers, and the supply and purchasing conditions behind them.
Korean media report that NVIDIA wants suppliers to speed up glass substrate development, with adoption possible before 2028. TSMC's test package and delays at Samsung Electro-Mechanics and SKC show that large-scale customer qualification is still unconfirmed.
TrendForce reports server CPU lead times of 25–30 weeks. Many see Meta's Muse AI agent as a demand driver, but supply constraints predate its launch, and the number of virtual machines doesn't reveal how many physical CPUs are bought.
