Topic
Explore English articles about Data Centers.
NVIDIA's Q2 earnings, released August 26, 2026, showed revenue of $96.2 billion, beating market expectations. The unusual reversal in which GAAP net income exceeded Non-GAAP net income was driven by $7.7 billion in net equity securities gains, not GPU sales. The Q3 guidance of $108 billion—which would top the $96.2 billion actual result—still assumes zero data center revenue from China.
NVIDIA has announced NVHBM, which moves HBM control circuitry to the base die. The company claims gains in bandwidth, power, and compute area, but absolute specifications, mass-production timing, and adopting products remain undisclosed.
TrendForce forecasts that DRAM and NAND will account for 68% of major cloud providers' capital expenditure in 2027. We examine the assumptions behind this estimate, the role of long-term contracts, and the impact of reduced memory configurations.
Taiwanese prosecutors allege that NVIDIA and Supermicro staff bypassed internal sales screening from within, funneling 74 B300-equipped servers to China. The case exposes how whitelists and on-site checks alone cannot stop internal collusion.
SpaceX plans to launch Vera Rubin-based AI satellites in Q4 2027. We examine what differs from ground-based racks, the average 175kW heat dissipation challenge, and where FCC approval stands.
SiFive's BigSky packs a 32-core RVA23-compliant RISC-V system into a 2U rack unit, aiming to accelerate OS and CUDA porting work. With limited availability, pricing, power consumption, real-world performance, and RHEL support status remain open questions.
Intel's Crescent Island pairs 32 Xe cores with up to 480GB of LPDDR5X in a 350W air-cooled PCIe card aimed at long-context inference. Memory bandwidth and real-world performance remain undisclosed.
Intel is scaling its upcoming Diamond Rapids Xeon processor to as many as 256 cores, rebuilding it around 16 core chiplets and two fabric hubs. Peak bandwidth reaches roughly 1.6TB/s, though real-world performance figures remain unpublished.
NVIDIA's Groq 3 LPX, now in mass production, splits AI inference work between GPUs and LPUs to reach 3,431 output tokens per second. Here's what that number means, where the benchmark falls short, and what's behind the $17 billion deal.
Cerebras' CS-4 keeps the same 5nm wafer but redesigns power delivery, cooling, and I/O to double peak compute per wafer. Here's what the performance claims actually cover and how production-ready the system really is.
