Topic
Explore English articles about Data Centers.
Samsung Heavy Industries and Mousterian have shifted to a contract covering basic design and other work for a floating data center in Texas. The 500MW plan and the 50MW-class design are distinct, and ERCOT's audit process must also be checked for grid-connected projects.
SpaceX has named NVIDIA its exclusive GPU supplier and announced the joint development of Starmind AI1, an orbital AI compute satellite. The satellite constellation, each carrying a 250 kW compute payload, is designed to bypass the power, land, and cooling constraints of ground-based data centers—but unresolved barriers remain in space cooling technology and FCC review.
AI infrastructure demand pushed tantalum ingot prices up 158%, with tin and indium also rising. Demand growth by application combined with geographic supply concentration is amplifying price volatility and component procurement risk.
SpaceX's first earnings report since going public showed revenue up 92%, but 86.2% of $18.369 billion in capital expenditures went to AI. Operating profit was confined to the Connectivity segment, leaving the profitability of the 10GW plan as the next question.
AMD's Q2 2026 revenue reached a record $11.536 billion. Data Center accounted for 58% of the total, while Gaming fell 31% year-over-year, making the shift in revenue drivers unmistakable.
The NVMe 2.4 specification builds virtualization and live migration for locally attached SSDs directly into the standard. It shifts the complexity of storage virtualization—long borne by hypervisors—onto the SSD controller itself, opening a path to resolving the operational constraints of storage-optimized VMs.
Anthropic has reportedly signed a six-year, roughly $10 billion compute deal with Volta, a startup that only recently launched. The 133MW Vera Rubin site in Norway stands as a symbol of how power and chip financing have moved to the center of the AI race.
Reports that the FCC is drafting a rule to ban new imports of Chinese-made optical transceivers have put Innolight, which holds a 27% global market share, in the crosshairs. This piece examines the irony of the timing right after its Hong Kong IPO, the precedent set by Huawei's exclusion, and the China-dependency risks facing both Coherent and Lumentum.
Versity has added RDMA support to its open-source S3 gateway, enabling direct transfers from tape archives to GPU memory. Amid soaring NVMe prices and server shortages, this low-cost setup aims for 20GBps using 50 parallel drives—how will it reshape storage design for AI training?
The first OCP specification standardizes HBF's host connections, reliability, and software operations. After product samples ship, verification of interoperability and power/durability characteristics will continue on actual hardware running alongside HBM.
