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Datacenter

All articles tagged with #datacenter

technology13 days 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

business17 days 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

business1 month 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

technology1 month 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

technology2 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

technology2 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

technology2 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

environment3 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

markets3 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-news5 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

technology6 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

technology6 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

technology7 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-technology10 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