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Explore English articles about Data Centers.
Etched has raised $700 million, pushing its valuation to $21 billion. It has delivered its first inference rack to Jane Street, but performance comparisons and disclosure of production scale remain to come.
Examining CIC's forecast that data center optical interconnect revenue will reach $144.4 billion by 2030 through three lenses: application, speed, and technology. Tracking the manufacturing and supply conditions behind the shift to 1.6T and SiPh.
Siemens and Reinhausen have jointly developed an SST that converts medium-voltage AC of up to 36kV into 800V DC. With an eye on AI racks exceeding 1MW, output capacity, efficiency, and commercialization timing remain undisclosed.
OpenAI will lease about 8 IT-GW in Ohio for 20 years. NVIDIA conditionally guarantees the residual value of the initial 4.25 IT-GW for up to a cumulative $105 billion.
NVIDIA's $500 billion lending platform is a mobilization target based on MOUs. Contrasting the oversupply risk warned of by Sacks with historical dark fiber figures, we examine the conditions under which idle GPUs would become visible.
NVIDIA has laid out a phased roadmap for converting AI data center power to 800V DC. Beyond improving transmission efficiency and cutting copper usage, the plan aims to move conversion stages out of compute racks to boost compute density, while coordinating with energy storage to handle sudden load swings.
Market chatter has emerged suggesting Google is collaborating with AMD on a next-generation TPU project. We examine what this means in light of increasing CPU workloads from reinforcement learning, AMD's heterogeneous integration expertise, and Google's existing contract with Broadcom.
Spot prices for 512-gigabit TLC NAND dies rebounded in August after hitting a low in July. While the immediate price movement is explained by technical factors like inventory and supply-demand dynamics, a new demand variable lurks in the background: NVIDIA Vera Rubin's new CMX storage tier, which represents a structurally different driver from the previous production-cut-led price increases.
NVIDIA has scaled back its financial guarantee for OpenAI's 10GW Ohio data center project from $250 billion to under $120 billion, reflecting growing investor distrust of AI industry's 'circular financing' structures. The guarantee still covers the entire 10GW project, leaving a gap of over $130 billion. The unprecedented arrangement, in which a chip supplier guarantees its customer's debt, is now straining a plan worth more than $500 billion.
At its Investor Day, SanDisk presented HBF as the savior of AI inference, but the tech community fired back with three concrete rebuttals: understated HBM bandwidth, outdated quantization assumptions, and omitted write endurance figures. This article sorts out HBF's true value and its limitations.
