Topic
Explore English articles about Data Centers.
Micron and Meta used DCPerf to examine how LPDDR5X speed and capacity affect AI preprocessing, web response, and Spark SQL. Running out of capacity and spilling to SSD produced the largest performance gap.
Alphabet posted its first-ever free cash flow deficit ($5.855 billion) since going public, in the Q2 earnings reported on July 22, 2026. This piece breaks down how 69% of its $112.1 billion net income came from the after-tax impact of $99 billion in unrealized gains on stakes in SpaceX and an unnamed private company, and how $44.9 billion in capital expenditures outpaced the company's actual earning power.
AMD and Cerebras plan to launch a division-of-labor AI inference platform in the second half of 2026, with Helios handling input processing and WSE handling token generation. The claimed up-to-5x figure comes from internal modeling comparing against WSE alone, and disclosure of measured latency and pricing will be the next thing to watch.
AMD has fleshed out the Instinct MI455X, equipped with 432GB of HBM4, and the Helios system with a 72-GPU configuration. After shipping begins in the second half of 2026, the question will be whether theoretical performance can be translated into real-world speed and operating costs.
AMD split its 6th-generation EPYC 9006 into four product families, pushing the flagship EPYC 9996 to 256 cores. We examine the conditions behind the claimed 3.45x performance and the design differences versus NVIDIA Vera.
While Google begins selling TPUs externally, it has set cutting-edge AGI development as the top priority in its compute resource allocation. The company is weathering supply shortages through sales to customer facilities and procurement of external capacity.
Driven by the growing capacity of nearline HDDs for AI, Resonac and other Japanese component makers have moved to increase production. Even as overall unit shipments decline, investment in recording media, heads, and glass substrates is expanding.
Google Cloud revenue grew 82% and operating margin expanded to 35.6%. Meanwhile, the payback on capex of up to $205 billion and shared AI expenses must be measured through backlog-to-revenue conversion and free cash flow recovery.
Anthropic will deploy up to 2GW of AMD Instinct MI450 infrastructure for Claude, with AMD also investing up to $5 billion. This large-scale collaboration advances compute diversification and capital partnership simultaneously.
OpenAI is planning a 3.2GW AI data center in Georgia, targeting initial operation as early as 2028. The $20 billion investment and its impact on the local community will be assessed through power and water data and public audits.
