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Datacenter

All articles tagged with #datacenter

technology1 month 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

technology1 month 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

technology1 month 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

environment1 month 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

markets2 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-news4 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

technology4 months ago•4 min saved

Nvidia Bets on Compute as AI Spend Fuels Data-Center Growth

Nvidia reported strong earnings, led by a data-center unit that grew about 68% year over year to roughly $193.7 billion in revenue, underscoring how AI-related capex from hyperscalers is fueling demand for compute. CEO Jensen Huang said compute equals revenue and that token growth will sustain demand, but investors remain cautious about enterprise AI adoption, the OpenAI partnership, and whether chip shipments to China will materialize.

via Gizmodo|

#ai #datacenter #earnings

technology5 months ago•17 min saved

AMD Posts Q4 Beat, Signals Robust AI-Driven Growth Ahead

AMD beat Q4 estimates with $10.27B in revenue and $1.53 in adjusted EPS, and guided for about $9.8B in Q1 revenue with a 55% gross margin, aided by $100M in MI308 AI-chip sales to China (excluding that, results were closer to consensus). CEO Lisa Su touted strong momentum entering 2026 and outlined a long-term growth path—over 35% CAGR in revenue for 3–5 years and data-center growth above 60%—though the stock fell about 7% after hours on the news.

via Sherwood News|

#ai #amd #datacenter

technology5 months ago•5 min saved

Intel grapples with AI data-center demand as yields lag and margins squeeze

Intel said it cannot meet surging demand for server CPUs tied to AI data centers and forecast Q1 revenue of $11.7–$12.7 billion with breakeven earnings per share, below consensus. CEO Lip-Bu Tan is cutting costs and steering a new product roadmap, but 18A yields remain below targets and 14A development depends on external customers. The news triggered about a 13% after-hours share drop as supply constraints weigh on data-center sales and margins.

via Reuters|

#ai #datacenter #intel

science-and-technology9 months ago•3 min saved

Square Kilometre Array's Data Center Uses Dual Faraday Cages to Prevent RF Leaks

The SKA's datacenter in Western Australia, nearly complete, is protected by two Faraday cages to prevent RF leaks that could interfere with the world's largest radio telescope, which aims to explore the universe with unprecedented sensitivity. The project involves extensive antenna installation and will continue until 2029, with scientific proposals starting in 2024 and initial tests in 2027.

via theregister.com|

#datacenter #faraday-cages #radio-quiet-environment

technology1 year ago•10 min saved

Meta's $10B Louisiana Datacenter to Boost AI and Energy Sectors

Meta plans to build its largest-ever datacenter in Richland Parish, Louisiana, powered by fossil fuels rather than nuclear energy, despite its recent nuclear power advocacy. The $10 billion facility will use natural gas through combined-cycle combustion turbine plants, which are marketed as less pollutive but still emit greenhouse gases. Entergy, Meta's partner, claims the plants can transition to hydrogen co-firing to reduce emissions, though this technology is not yet widely proven. Environmental groups express concerns over the project's greenhouse gas emissions and the feasibility of future hydrogen use.

via The Register|

#datacenter #environmental-impact #fossil-fuels

business1 year ago•24 min saved

Nvidia's Q3 Earnings Soar Amid AI Boom, But Forecasts Disappoint

NVIDIA reported record revenue of $35.1 billion for Q3 fiscal 2025, a 17% increase from the previous quarter and a 94% rise from the previous year, driven by strong demand in AI and data center sectors. The company's data center revenue reached $30.8 billion, up 112% year-over-year. NVIDIA's GAAP earnings per share increased by 111% from a year ago, reflecting the growing impact of AI across industries. The company anticipates Q4 revenue of $37.5 billion, with continued expansion in AI infrastructure and partnerships.

via NVIDIA Blog|

#ai #business #datacenter

technology2 years ago•18 min saved

"Nvidia Unveils Blackwell B200 GPU to Dominate AI Market with 1 Trillion Parameter Models"

Nvidia has developed the Blackwell platform, a series of GPU compute complexes and systems designed to support AI workloads. The platform includes the HGX B100 and HGX B200 GPU compute complexes, as well as the GB200 Grace-Blackwell SuperPOD, which features a liquid-cooled NVSwitched system with 72 Blackwell GPUs. The Blackwell platform aims to significantly improve performance and efficiency for AI training and inference tasks, with a focus on parallelism and communication across and within layers of neural networks. The platform's advanced networking capabilities and increased compute power are expected to revolutionize AI computing in data centers.

via The Next Platform|

#ai #blackwell #datacenter

technology2 years ago•6 min saved

"IBM's AI Surge: Revenue Rises, Shares Soar, and Big Blue Bucks the Datacenter Server Recession"

IBM's fourth-quarter financial results show a 4.1% increase in revenues, reaching $17.38 billion, with gross profits up 6.6% to $10.27 billion and net income up by 21.3% to $3.29 billion. The company's Infrastructure group, which sells servers, storage, operating systems, and tech support for the Power and Z lines, saw sales rise by 2.7% to $4.6 billion. IBM's Software group had $7.51 billion in sales, up 3.1% year on year. The acquisition of Red Hat has helped rejuvenate IBM's systems business, with Red Hat revenue continuing to grow faster than global IT spending. Additionally, IBM's AI bookings doubled in Q4, and the company is expected to focus on startup acquisitions to build up its AI software stack.

via The Next Platform|

#datacenter #financials #ibm

business-and-technology2 years ago•1 min saved

"Intel Names Justin Hotard as New Head of Data Center and AI Division"

Intel Corp. has appointed Justin Hotard, an executive from Hewlett Packard Enterprise, as the new head of its data center and artificial intelligence group. This move is part of Intel's strategy to revitalize its data center business and challenge Nvidia's lead in AI. Hotard, who has a background in high-performance computing and AI, will be responsible for key products like Xeon server processors. His appointment follows the restructuring of Intel's programmable solutions business and the departure of Arun Subramaniyan to lead a new AI company.

via Yahoo Finance|

##ai #business-and-technology