Topic
Explore English articles about Data Centers.
Reports have surfaced that NVIDIA's Feynman generation involves a design change combining TSMC's A16 and N3P. What can officially be confirmed is limited to Feynman's configuration and A16's mass-production readiness—adoption itself remains unconfirmed.
Sandisk has taped out its first HBF memory die, moving toward inference product samples in 2027. Mass production launch in 2028 remains a brokerage projection, with customer adoption and yield validation still to be confirmed.
As CPO mass production slips to 2028 or later, NPO—which achieves DSP-free power efficiency with field-replaceable optical engines—is emerging as a practical choice to meet optical interconnect demand in the late 2020s, backed by product launches from Broadcom, Alibaba, and Tencent, and the standardization of the Open CPX MSA.
CoreWeave signed a long-term contract through 2029 for use of NVIDIA's previous-generation A100 GPU. While this shows demand persisting beyond cutting-edge models, the specific contract terms and the equipment's activation timeline remain undisclosed, and it does not guarantee profitability across the entire older-generation fleet.
While the DRAM industry's quarterly revenue hits $97 billion, the spot market remains gridlocked as buyers and sellers fail to agree on price. Weekly data reveals where AI server demand-driven price surges collide with the purchasing limits of the consumer market.
Riot will provide 191MW of AI data center capacity in Rockdale over 20 years. Bloomberg reports the tenant is Anthropic, with total base rent reaching $9.1 billion.
NVIDIA has signed memoranda of understanding with six financial firms, outlining a plan to mobilize over $500 billion in third-party capital for AI compute infrastructure. While GPUs are treated as financial assets, the definitive agreements and loss-sharing arrangements remain undetermined.
The reported up-to-$3 billion NVIDIA investment in Lancium and Amazon's acquisition of the GW Ranch project in Texas show that AI investment has moved toward securing grid interconnection and dedicated power generation.
The price per gigabyte of memory has spiked back to 2007 levels, reversing a half-century-long exponential decline in just a matter of months. While AI-driven HBM demand is expanding at an annual rate of 200%, supply growth remains stuck at around 20%, and the effects are already spilling over to consumers through price hikes on game consoles and PCs.
AWS reportedly asked internal engineers to conserve EC2 CPU capacity. As AI agents drive up demand for general-purpose CPUs, we examine the supply constraints Amazon itself has acknowledged and the conditions for safely reclaiming spare capacity.
