Tag

Datacenter

All articles tagged with #datacenter

technology18 days ago•6 min saved

AMD Joins the $1T Club, Narrowing Nvidia's AI Hardware Edge

AMD briefly crossed the $1 trillion market cap as its AI-driven hardware push narrows Nvidia’s lead, supported by Instinct GPUs, Epyc CPUs, and the Helios rack with more HBM4 and stronger AI performance. The company has gained share in both desktop and datacenter segments and boasts a broad IP portfolio from Xilinx, with partnerships at Microsoft, OpenAI, Oracle, Anthropic, and Meta helping deployments. CEO Lisa Su says datacenter revenue should more than double in 2027, even as Nvidia remains the larger player and Intel contends with delays; AMD’s ROCm software improvements and diversified mix hedge against AI-market concentration risks.

via The Register|

#ai #amd #datacenter

environment1 month ago•6 min saved

Vineland Datacenter Noise Sparks Class-Action Lawsuit

Two Vineland residents filed a class-action alleging that a nearby 350MW DataOne datacenter emits persistent, low-frequency noise that constitutes a nuisance for homes up to a mile away, a case that underscores growing local opposition to datacenters; DataOne says it’s implementing sound-mitigation measures and engaging with the community, while experts warn on the long-standing challenges of noise regulation and potential health impacts.

via The Guardian|

#datacenter #environment #environmental-law

technology1 month ago•2 min saved

Nvidia’s AI windfall fuels an expanding ecosystem play

Nvidia uses record chip profits to finance and accelerate the AI ecosystem, funding hundreds of billions in AI infrastructure and acquiring Hugging Face for $13B as it positions itself as an end-to-end AI factory platform. The move aims to sustain a self-reinforcing cycle where more compute spurs more demand for Nvidia’s chips, though critics warn the flywheel could be circular as rivals build their own chips. Nvidia’s data-center business remains the engine, accounting for the vast majority of revenue, with projections of substantial growth ahead.

via Axios|

#ai #chips #datacenter

technology1 month ago•5 min saved

NJ AI datacenter faces federal-law questions over unpermitted generators

A New Jersey AI datacenter in Vineland is accused of violating federal law by operating dozens of unpermitted gas-powered generators; state regulators say no permits exist and enforcement may follow, even as DataOne pivots to Bloom fuel cells. The project, linked to Microsoft and Nebius, has sparked noise complaints, zoning disputes, and environmental concerns, including a related class-action suit, with authorities assessing compliance.

via The Guardian|

#datacenter #dataone #gas-generators

technology1 month ago•19 min saved

Nvidia's data-center networking could outpace its GPUs

Nvidia’s fastest-growing business may be its data-center networking, not its chips. The company’s networking play—encompassing Spectrum-X, InfiniBand, NVLink and NVLink Fusion—generated about $15 billion last quarter and could approach $17 billion next quarter, with networking growth near 200% year over year versus roughly 77% for compute. Analysts expect networking to still outpace compute (about 134% vs 100%), highlighting Nvidia’s aim to be a one-stop AI infrastructure provider as hyperscalers design their own chips. Investors will watch how Jensen Huang addresses networking demand and how much of the AI system Nvidia can capture beyond GPUs in the upcoming earnings report.

via Yahoo Finance|

#ai-infrastructure #datacenter #gpu

technology1 month ago•2 min saved

Amazon's Texas data center could become the nation's largest single-source emitter

Amazon plans a Pecos County data center in Texas powered by an on-site natural gas plant that could emit up to 33 million tons of CO2 annually, potentially making it the largest single-source greenhouse-gas emitter in the US; the project ties to the Climate Pledge and the Ratepayer Protection Pledge to source power on-site for new AI centers, drawing criticism from opponents who warn about local and climate impacts.

via TechSpot|

#amazon #climatepledge #datacenter

business2 months ago•20 min saved

AMD Eyes $1 Trillion Market Cap by 2031 on Data Center Surge

AMD’s blowout data-center results — $6.72B in revenue (up 107% year over year, 58% of total) — fuel a base-case forecast of roughly $1,027 per share by August 2031, implying a $1 trillion market cap if forward EPS expands beyond the current $8.64 estimate; key catalysts include the Anthropic MI450 deal, Microsoft Azure Helios collaboration, and EPYC ramp, though a hyperscaler AI capex pause poses a notable risk.

via 24/7 Wall St.|

#amd #anthropic #business

business2 months ago•19 min saved

Intel taps AI boom to lift forecast, shares rise after hours

Intel beat estimates by guiding Q3 revenue of $15.8–$16.8 billion and adjusted earnings of 38 cents a share, above consensus, while reporting Q2 revenue of $16.13 billion and adjusted EPS of 42 cents with a gross margin of 41.8% (vs. 38.8% expected). The AI data-center boom is driving CPU demand, prompting higher capital spending (to about $20 billion this year with plans for more next year) and long-term foundry deals, including XPUs, plus a potential Terafab order with Tesla for the 14A process. CEO Lip-Bu Tan’s strategy to reclaim tech leadership is narrowing the gap with Nvidia and AMD, and the stock rose in after-hours trading.

via Yahoo Finance|

#ai #business #datacenter

technology2 months ago•23 min saved

AMD Unveils Helios Rack and Open AI Strategy at Advancing AI 2026

AMD’s Advancing AI 2026 keynote previews Helios, a rack-scale AI system uniting MI455X GPUs, Venice CPUs, and Pensando DPUs, with production shipments starting in late 2026 and ramping in 2027; ROCm.AI and an open software stack are pushed alongside partnerships with Anthropic, OpenAI, Meta, Cerebras, Cisco and AT&T to scale agentic AI across data centers. The company projects a $1.4 trillion AI accelerator TAM by 2030 and outlines aggressive CPU/GPU roadmaps (Venice HF, Verano, Zen 6, MI500), along with physical AI devices, emphasizing co-design with customers and an open ecosystem.

via ServeTheHome|

#ai #amd #datacenter

technology4 months ago•10 min saved

SpaceX seals a colossal $920M-a-month AI compute pact with Google

SpaceX disclosed a deal with Google to lease 110,000 Nvidia GPUs and related hardware for AI workloads from Oct 2026 to Jun 2029 at $920 million per month, with capacity ramping starting Sept 2026 and a one-month grace period if not ready; either side can terminate with 90 days’ notice after Dec 31, 2026. The arrangement follows SpaceX's prior GPU rental to Anthropic and underscores its expanding AI-infrastructure push ahead of an anticipated IPO valued around $1.8 trillion, with Grok AI competing against Claude and Google's Gemini and OpenAI's ChatGPT.

via Yahoo Finance|

#ai #datacenter #google

technology4 months ago•11 min saved

Intel Expands AI Stack With Next-Gen Chips and Global Partnerships

Intel unveils an expanded AI portfolio including rack-scale inference around Xeon and SambaNova SN-50, a disaggregated setup using Xeon, SambaNova RDUs and NVIDIA Blackwell GPUs, and Vector Core Compute cloud; it also announced strategic partnerships with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to deliver vertical AI solutions for data-center and enterprise workloads.

via Yahoo Finance|

#ai #chips #datacenter

technology4 months ago•1 min saved

Marvell: Connectivity to become the next AI bottleneck, backed by Nvidia’s trillion-dollar bet

At Computex, Marvell CEO Matt Murphy argues data center connectivity will be the next major AI bottleneck as demand for compute and memory surges; Nvidia CEO Jensen Huang backs the view, revealing a $2 billion investment in Marvell and calling it the next trillion-dollar company, with Marvell now deriving about 75% of revenue from data centers and a market cap near $192 billion.

via Data Center Dynamics|

#ai #connectivity #datacenter

environment5 months ago•5 min saved

Backlash Escalates as Utah Approves Giant AI Datacenter and Its Water-Power Toll

Utah’s Box Elder County approved Stratos, a colossal AI datacenter footprint spanning more than 40,000 acres across three sites, requiring about 9GW of power and substantial water use. Critics warn the project would stress drought-stricken water resources and worsen heat and ecological pressures on the Great Salt Lake, while supporters tout job creation and national AI competitiveness. Opponents are pursuing a referendum, and developers plan to refile a water-diversion application, promising a phased development with safeguards as state leaders call for accountability.

via The Guardian|

#ai #datacenter #environment

markets5 months ago•16 min saved

SMCI Q3 Preview: AI Demand Lifts Revenue Outlook Amid Margin Pressure and Legal Risks

Super Micro Computer is set to report its Q3 FY26 after hours on May 5. Wall Street expects about $0.62 per share on roughly $12.39 billion in revenue, a roughly 170% year‑over‑year increase, but gross margin around 6.4% last quarter highlights ongoing margin pressure. Investors will scrutinize the Nvidia partnership and the rollout of Blackwell systems for growth, with options implying a post‑earnings move near 13%. Analysts remain cautious, with a consensus Hold and a roughly $30.5 target implying ~9% upside. The stock has fallen more than 42% over six months amid U.S. charges over diverted Nvidia chips, though it has rebounded recently; legal risks including indictments and shareholder lawsuits remain a concern for investors.

via TipRanks|

#ai #datacenter #earnings

market-news7 months ago•12 min saved

Oracle Stock Dips After Reports Scrapped Abilene AI Data Center Expansion

Oracle’s stock fell as reports indicated it canceled plans to expand its Abilene, Texas AI data center amid cost-cutting on AI investments; Nvidia helped facilitate talks with Meta, which later leased the site from Crusoe, while Oracle and OpenAI reportedly canceled the expansion. Despite the setback, Oracle maintains a Strong Buy consensus with an average target around $270.

via TipRanks|

#datacenter #market-news #meta