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Explore English articles about Data Centers.
Meta's surging AI capital expenditure caused free cash flow to fall roughly 90% year-over-year in the April–June 2026 quarter. Net income also declined due to one-time charges and rising R&D spending, but AI-driven improvements in the advertising business are showing clear signs of progress toward recouping the investment.
AI semiconductor interconnect company Eliyan has raised $145 million and is expanding its product range from within-package connectivity to rack-to-rack optical links, centered on its 224G PAM4 SerDes. Mass production timing and adopting customers remain undisclosed.
Seagate posted a record-high gross margin of 52.7% in fiscal Q4 2026, driven by strong demand for data center HDDs amid the AI boom. Higher capacity enabled by HAMR technology and long-term supply agreements are pushing profitability higher, marking a structural shift in how the HDD industry generates earnings.
Shanghai Aishengna is reported to have begun mass production of immersion DUV lithography systems. Against ASML's planned 130-unit shipment target for 2026, the reported output of just 5 units a year reflects China's sense of urgency to localize production amid tightening export controls under the MATCH Act.
NVIDIA is investing in SSI and providing access to Vera Rubin, aiming to increase its computing resources roughly tenfold. While reports peg the investment at $5 billion, the scale of usage and launch timing remain undisclosed, as the two companies also jointly develop next-generation infrastructure.
Reports indicate TSMC's Fab 20 has reached a monthly output of 20,000 wafers for the 2nm process "N2." Using the 3% revenue contribution, rising inventory, and gross margin pressure shown in official materials as clues, this article reads into the current state of the production ramp-up.
Highstar has allocated lithium-based and sodium-based cells across three layers: in-rack BBUs, facility UPS/HVDC systems, and grid-side energy storage for AI data centers. While mass-production capacity exists, adoption in AIDCs and integrated validation remain undisclosed.
Gartner forecasts global AI spending will reach $2.59 trillion in 2026. Drawing on primary sources, this article examines how those costs are flowing through to Microsoft 365 price increases, cloud usage-based billing, and device prices.
NVIDIA has reportedly been in discussions over guarantees of roughly $250 billion to back OpenAI's lease and construction financing for a 10GW Ohio site. We examine the possibility that GPU demand and credit risk are becoming concentrated in the company.
As the AI boom intensifies the scramble for mobile memory, Apple's bargaining power has weakened, pushing prices on flagship products like the Mac Studio up by as much as $1,300. This piece examines the mechanics behind the hike, including Micron CEO's remarks and the rise of CXMT, and what they reveal about shifts in the supply chain.
