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Explore English articles about Data Centers.
NANO Nuclear has joined Virginia's nuclear industry network. While data center demand is surging, actual deployment still requires an in-state site, a power buyer, a binding contract, and licensing of a commercial reactor.
Apple combines on-device processing, dedicated cloud infrastructure, and supplier-owned facilities without concentrating its AI investment into fixed assets. The costs and revenue that follow Siri AI's rollout will determine whether this low-CapEx model can hold up.
Meta and Anthropic are in early talks over lending compute resources worth up to $10 billion over two years. If the deal materializes, it would add external sales as a new avenue for recouping Meta's massive AI investments.
TSMC's Q2 2026 earnings showed net profit surging 77.4% year-over-year, driven by expanding AI-related demand and cost improvements. Backed by strong demand forecasts, the company raised its capital expenditure guidance to as much as $64 billion and is advancing additional investment in Arizona.
New York State has issued the first statewide executive order in the U.S. to suspend, for up to one year, permits for large data centers consuming more than 50MW of power. Citing surging electricity demand driven by AI, the state is moving quickly to establish new regulations and environmental standards that would shift grid-expansion costs onto operators. (119 characters)
The memory semiconductor market keeps posting record earnings on the AI boom, yet Samsung's stock fell instead. With more than three years needed from groundbreaking to mass production at new fabs, and SK hynix targeting full-scale capacity expansion only by 2034, this piece examines the supply lag and compares the current surge quantitatively against the two previous boom-and-bust cycles.
TSMC's revenue for June 2026 set a new all-time high, driven by robust demand for AI-related advanced semiconductors. Quarterly revenue also grew sharply, up 36.0% year-on-year, and with supply constraints expected to persist through 2027, the company is accelerating capacity investments and next-generation process rollouts.
Meta is expanding its Hyperion facility in Louisiana to over $50 billion and 5GW. Here's a breakdown of the investment structure that incorporates outside capital, the ten planned gas power plants, and the regulatory review over rate protections.
As demand for advanced packaging technology for AI semiconductors surges, TSMC is expanding outsourcing to and cooperation with external companies to resolve its supply shortage. This situation is creating business opportunities for Intel's competing technology and for the proprietary packaging methods of Taiwan's OSAT companies, reshaping the balance of power in the supply chain.
Micron announced plans to invest over $250 billion in the U.S. through 2035 and has begun groundwork at its new New York plant. While the company is also strengthening its material supply chain, the new facility isn't expected to start production until 2030 or later—meaning the results of this massive investment remain years away.
