tldrdailynews.com logo
Tag

Ai Data Center

All articles tagged with #ai data center

SMCI rides AI data-center optimism higher after upbeat Q4, strong Q1 outlook
markets13 days ago

SMCI rides AI data-center optimism higher after upbeat Q4, strong Q1 outlook

Super Micro Computer (SMCI) stock jumped in early trading after Q4 EPS of $1.70 on revenue of $11.1B (EPS beat, revenue miss) and a Q1 net-sales guide of $14.5–$15.5B, well above a $11.9B estimate; gross margins rose to 17.6% from 9.6% YoY. CEO Charles Liang touted the Total AI/IT Solutions strategy and a plan to co-build a gigawatt-scale data center for SpaceX and xAI within a year. Despite the optimism, SMCI has lagged AI-infrastructure peers over the past year and is pursuing up to $7B in equity-linked financing amid regulatory scrutiny, including a DOJ-indicted co-founder for export-control violations.

via Yahoo Finance|
#ai-data-center#markets#q1-outlook
Qualcomm: Apple’s In-House Modems Pressure Handset Revenue, AI Data Centers Next in Line
business26 days ago

Qualcomm: Apple’s In-House Modems Pressure Handset Revenue, AI Data Centers Next in Line

Qualcomm says Apple’s move to in‑house iPhone modems will accelerate a decline in its handset revenue, starting in fiscal Q4, after Apple’s modem share fell below earlier estimates. Apple has rolled out its own modem across recent iPhones, reducing Qualcomm’s exposure. Qualcomm expects non‑handset growth—especially AI data centers and automotive chips—to offset this, aiming for $5B in AI data center revenue by 2027 and $15B by 2029, while also raising prices from Sept. 1 to cover higher manufacturing costs. In Q3, handset revenue was $5.09B, down 20% YoY, with Q4 earnings forecast below expectations.

via Yahoo Finance|
#ai-data-center#apple#automotive-chips
Marvell taps Adobe's Dan Durn as CFO to ride AI data-center wave
business2 months ago

Marvell taps Adobe's Dan Durn as CFO to ride AI data-center wave

Marvell Technology named Adobe executive Dan Durn as chief financial officer, effective June 15, succeeding Willem Meintjes who will stay on in an advisory role through 2027; Durn brings semiconductor-finance experience from Applied Materials, NXP Semiconductors, Freescale and GlobalFoundries, and the move aims to capitalize on surging AI data-center demand, with Marvell's revenue outlook for 2028-2029 raised; shares slid about 2% in extended trading.

via Yahoo Finance|
#adobe-inc#ai-data-center#business
Nvidia’s Nod Sparks Overnight Rally for Marvell Amid AI Infrastructure Optimism
business2 months ago

Nvidia’s Nod Sparks Overnight Rally for Marvell Amid AI Infrastructure Optimism

Marvell Technology stock surged in after-hours trading after Nvidia CEO Jensen Huang called Marvell the “next trillion-dollar company” at Computex, building on Nvidia’s $2 billion investment in the company. Marvell’s data-center business accounts for about 76% of revenue, positioning it at the center of AI infrastructure. With a roughly $192 billion market cap, MRVL would need substantial gains (about 420%) to reach $1 trillion, and while the endorsement signals momentum, some traders question whether the rally is fully justified by fundamentals.

via Yahoo Finance|
#ai-data-center#business#computex
NVIDIA bets on Vera CPU to boost AI data-center speed
technology2 months ago

NVIDIA bets on Vera CPU to boost AI data-center speed

NVIDIA introduced Vera, its first standalone data-center CPU, claiming it runs AI workloads 1.8 times faster than x86 chips; production starts in Q3 as Nvidia expands beyond GPUs into the AI infrastructure stack. Vera will compete with Intel Xeon, AMD Epyc and AWS Graviton, and Nvidia also expanded its DSX software for energy efficiency; Dell will offer DGX Station on Windows later this year, with Anthropic, OpenAI and SpaceX named among Vera’s first major users.

via Yahoo Finance|
#ai-data-center#dell-dgx-station#nvidia
Siemens, NVIDIA and partners unveil scalable DSX Vera Rubin data-center reference design
technology2 months ago

Siemens, NVIDIA and partners unveil scalable DSX Vera Rubin data-center reference design

Siemens, together with NVIDIA, Fluence and nVent, unveiled a UL-aligned reference architecture for NVIDIA’s DSX Vera Rubin AI factory, translating its vision into an industrialized electrical, power and controls design for hyperscalers, colocation providers and specialized cloud infra. The NVL72 design emphasizes rapid, phased deployment with scalable capacity (up to hundreds of MW), Tier III concurrent maintainability, and centralized data-center management, while Fluence provides energy storage for resilience. Siemens’ pre-engineered, prefab power blocks reduce on-site complexity and accelerate commissioning, with future additions planned for advanced thermal management.

via Siemens press|
#ai-data-center#dsx-vera-rubin#nvidia
Utah communities push back as billionaire-backed AI data center moves forward near Great Salt Lake
business-tech3 months ago

Utah communities push back as billionaire-backed AI data center moves forward near Great Salt Lake

Box Elder County approved a 40,000‑acre Stratos AI data‑center campus near the shrinking Great Salt Lake to power a 9‑GW facility with a natural‑gas plant, a project backed by Kevin O’Leary that officials say could create roughly 10,000 construction jobs and 2,000 permanent positions. Critics warn the plan could harm the local ecosystem and water resources, calling for independent studies, more information, and a referendum to overturn the decision; a referendum petition is being reviewed, and the first gigawatt could be online within two years as early work is expected to begin this fall.

via CNN|
#ai-data-center#business-tech#great-salt-lake
Google's $24B AI Investment and Data Center Expansion in India Sparks Debate
world10 months ago

Google's $24B AI Investment and Data Center Expansion in India Sparks Debate

Google's plan to build a ₹87,000 crore AI data center in Visakhapatnam has sparked controversy, with the government claiming it will create nearly 1.87 lakh jobs, while critics question the credibility of these claims and call for official confirmation. The project is seen as a potential economic boost for Andhra Pradesh, but transparency about actual employment and revenue benefits remains a concern.

via Greatandhra.com|
#ai-data-center#andhra-pradesh#google