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Amazon Expands Mississippi Data Centers as AI Buildout Grows to $25B
business1 day ago

Amazon Expands Mississippi Data Centers as AI Buildout Grows to $25B

Amazon said it has accelerated its Mississippi data-center program to about $25 billion as part of a broader plan to invest roughly $200 billion in AI infrastructure in 2026, sending shares higher after CEO Andy Jassy floated selling its own AI chips to outside customers. The push follows earlier Mississippi investments ($10B in Madison County and $3B in Warren County) and adds another $11B for Madison County and $1B for Hinds County, with additional data-center bets in Pennsylvania and New Zealand. Analysts remain bullish with a Strong Buy consensus and an average target around $284, implying upside from current levels.

via TipRanks|
#ai-chips#amazon#amzn
Sandisk Could Win the AI Storage Race Despite Alphabet Buzz
technology14 days ago

Sandisk Could Win the AI Storage Race Despite Alphabet Buzz

TurboQuant reduces KV-cache needs by at least 6x for AI inference but does not ease persistent SSD storage demand, leaving Sandisk’s NAND thesis intact. The stock pullback appears headline-driven with unchanged revenue/EPS outlooks for the next four years. Sandisk’s AI storage story is still in early stages (datacenter revenue ~15% of sales, with strong recent growth), so near-term volatility is likely, but the author expects SNDK to retest highs in H2 as capital rotates from DRAM names.

via Seeking Alpha|
#ai-storage#data-center#memory-chip-industry
Brain-cell computer requires daily cerebrospinal fluid refresh in Cortical Labs data centers
technology20 days ago

Brain-cell computer requires daily cerebrospinal fluid refresh in Cortical Labs data centers

Australian startup Cortical Labs uses living neurons to power its CL1 “biological computer,” which has demonstrated Doom and Pong-style tasks. The system requires daily replenishment of cerebrospinal fluid and a carefully controlled gas mix (about 5% oxygen with nitrogen and carbon dioxide). The company touts ultra-low power consumption and is pursuing larger-scale data centers in Melbourne and Singapore, plus a cloud API, though the approach remains experimental and setup-heavy.

via Futurism|
#biological-computer#brain-cells#cl1
Arm’s v9 Upgrade Fuels Rally as Citi Sees Higher Royalty Yields
markets22 days ago

Arm’s v9 Upgrade Fuels Rally as Citi Sees Higher Royalty Yields

Citi reiterates a Buy on Arm with a $190 target (about 46% upside), arguing that Arm’s v9 architecture commands roughly double the royalty rate of older tech, driving a 27% year‑to‑date rise in royalty revenue to a record $737M. Licensing revenue rose 25% to $505M last quarter, while data‑center royalties outpaced mobiles as cloud giants adopt Arm designs. Citi sees data centers potentially becoming Arm’s largest segment and pegs the 12‑month target at $162.12 (≈25% upside).

via TipRanks|
#arm#data-center#markets
Huang Signals AI-Spending Boom to Fuel Nvidia's Data-Center Dominance
business25 days ago

Huang Signals AI-Spending Boom to Fuel Nvidia's Data-Center Dominance

Nvidia's Jensen Huang says data-center AI spending could reach $3–4 trillion annually by 2030, signaling a massive, multi-trillion-dollar opportunity as agentic and physical AI mature. Nvidia’s platform—GPUs, CPUs, networking and software—claims the lowest cost per token and a robust ecosystem, supporting a sustained edge in AI infrastructure. With expected earnings growth around 38% annually and a current valuation near 37x earnings, patient investors may find Nvidia appealing, though it isn’t guaranteed to be among every top stock list.

via The Motley Fool|
#ai#business#data-center
NVIDIA’s Vera CPU Debuts as a New Agentic-AI Powerhouse for Data Centers
technology25 days ago

NVIDIA’s Vera CPU Debuts as a New Agentic-AI Powerhouse for Data Centers

NVIDIA unveils the Vera CPU, the first processor purpose-built for agentic AI and reinforcement learning, claiming about twice the efficiency and 50% faster performance than traditional CPUs. Designed for rack-scale AI factories, Vera supports large-scale concurrent workloads (e.g., 256-core racks), uses high-bandwidth NVLink-C2C interconnects, LPDDR5X memory up to 1.2 TB/s, and features 88 Olympus cores. Backed by broad ecosystem partners and major customers, Vera is set for full production in the second half of 2026.

via NVIDIA Newsroom|
#agentic-ai#ai-infrastructure#data-center
Loud Turbines, Louder Backlash: Musk's AI Data Centers Clash with a Mississippi Community
technology26 days ago

Loud Turbines, Louder Backlash: Musk's AI Data Centers Clash with a Mississippi Community

Southaven, Mississippi residents are pushing back against 27 methane gas turbines powering Elon Musk's xAI data center, installed with limited permitting and sparking a February hearing attended by about 300 people. Despite a $7 million sound wall, critics say the turbines create disruptive noise and raise environmental concerns, with lawsuits under the Clean Air Act threatened by the Southern Environmental Law Centre and Earthjustice on behalf of the NAACP. Emissions from the Memphis/Southaven facilities could exceed 6 million tonnes of greenhouse gases annually and release more than 1,300 tonnes of health-damaging pollutants, raising worries about air quality and water supply impacts amid broader backlash to AI data centers across the U.S.

via SlashGear|
#air-pollution#data-center#elon-musk
Alphabet Emerges as the Safer 10-Year AI Bet Over Nvidia
business1 month ago

Alphabet Emerges as the Safer 10-Year AI Bet Over Nvidia

Alphabet and Nvidia are the two leading AI stocks discussed, with Alphabet’s cloud backlog jumping 55% QoQ to $240B and Google Cloud revenue up 48% YoY to $17.7B, offering a durable, diversified growth engine, while Nvidia’s data-center revenue rose 75% YoY to a record $62.3B (full-year $215.9B) with very high margins but a more cyclical, richly valued profile. The article argues that over a 10-year horizon Alphabet provides a better risk-adjusted path thanks to its cloud growth, consumer ecosystem, and lower valuation multiple, despite Nvidia’s momentum and AI hardware dominance.

via The Motley Fool|
#ai#alphabet#business
Oracle and OpenAI abandon Texas AI center expansion amid funding snags
business1 month ago

Oracle and OpenAI abandon Texas AI center expansion amid funding snags

Oracle and OpenAI have dropped plans to expand a flagship AI data center in Abilene, Texas, after financing talks dragged on and OpenAI's needs changed; the Abilene site will be operated by Oracle Cloud Infrastructure, while a broader Stargate expansion remains on track at other campuses, and Bloomberg News reported Meta Platforms could lease the Abilene site from Crusoe; Nvidia helped facilitate talks to ensure Nvidia chips power the expansion.

via Reuters|
#bloomberg-news#business#data-center
Nvidia Could Surpass Big Tech by 2030 If AI Spending Surges
business1 month ago

Nvidia Could Surpass Big Tech by 2030 If AI Spending Surges

The Motley Fool argues Nvidia could become larger than Alphabet, Apple, Amazon, Tesla, Meta, and Microsoft combined by 2030 if AI-driven data-center spending expands to $3–4 trillion annually and Nvidia maintains about 36% of that, yielding roughly $1.44 trillion in revenue and $780 billion in profit—valued at ~ $23 trillion using a 30x earnings multiple, versus today’s around $4.4 trillion market cap. The scenario is highly optimistic and uncertain, but it highlights Nvidia’s potential if AI infrastructure spending accelerates.

via The Motley Fool|
#ai#business#data-center
Drones Hit AWS Data Centers in UAE and Bahrain, AWS Reports Outages
world1 month ago

Drones Hit AWS Data Centers in UAE and Bahrain, AWS Reports Outages

AWS said drone strikes damaged three of its data centers in the United Arab Emirates and Bahrain, causing fires, structural damage, power and water-related outages, and prompting fire suppression. Two UAE facilities were hit directly while a strike near a Bahrain facility caused outages; AWS is working to restore services and warns the Middle East operating environment remains volatile, advising customers to back up data and consider migrating workloads to other AWS regions.

via BBC|
#aws#bahrain#data-center
UAE AWS Data Center Fire Triggers Outage Amid Middle East Strikes
technology1 month ago

UAE AWS Data Center Fire Triggers Outage Amid Middle East Strikes

AWS said a fire at a United Arab Emirates data center was caused by an object impact, taking one Availability Zone offline and disrupting connectivity; restoration could take at least a day as facilities, cooling and power systems are repaired and local authorities coordinated with. The incident comes amid US/Israeli strikes on Iran and retaliatory actions in the region, with a second UAE zone in Bahrain reporting a localized power issue. Customers were advised to enact disaster recovery plans and restore from remote backups in alternate AWS Regions.

via Business Insider|
#aws#data-center#disaster-recovery
Google bets on rust-powered storage as Minnesota data center runs on wind and solar
technology1 month ago

Google bets on rust-powered storage as Minnesota data center runs on wind and solar

Google is building a Minnesota data center powered largely by wind and solar (about 1.9 GW) and backed by Form Energy's iron-air long-duration storage (up to 30 GWh for up to 100 hours). The iron-air tech is less efficient (roughly 50–70% round-trip) but cheaper (~$20/kWh), aiding grid stability as renewables dominate. The project also introduces the Clean Energy Accelerator Charge to fast-track clean power investment and distributed storage with Xcel Energy, funded by Google.

via TechSpot|
#data-center#form-energy#google