Hyperscalers continue to invest astronomical amounts in data infrastructure for AI workloads, even as they concede that the massive projects may not pan out as planned.
Oracle, for instance, detailed in its latest 10-K report to the US Securities and Exchange Commission (SEC) all of the ways that these investments could be adversely impacted, potentially making the projects more expensive and…
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips, power, and construction, The Information reported, citing people familiar with the discussions.
OpenAI would control the computing equipment…
Intel hopes its latest chips will resolve AI-related power efficiency and cost concerns even as rivals AMD and Nvidia turn up their power consumption to deliver higher performance.
The company introduced a flagship Xeon 6+ CPU, a new GPU called Crescent Island, and a new Ethernet controller on Monday.
These are the first major data-center releases since Lip-Bu Tan became CEO in March last…
Cirrascale Cloud Services has announced it will make artificial intelligence models available for on-premise use through Google Distributed Cloud, a move aimed at organizations that want advanced AI capabilities while keeping data inside their own firewall.
The company said enterprise and public-sector agencies will be able to run Gemini models either on-prem or in Cirrascale data centers,…
In the space of one week, OpenAI has pulled out of two European Stargate data center deals, one in the UK and the second in Norway. Observers attribute the move to the company taking a more disciplined approach to its massive expenses, with OpenAI executives trying to make their books look better in a common move among companies preparing to go public with an imminent IPO.
In Norway, OpenAI had…
In the space of one week, OpenAI has pulled out of two European Stargate data center deals, one in the UK and the second in Norway. Observers attribute the move to the company taking a more disciplined approach to its massive expenses, with OpenAI executives trying to make their books look better in a common move among companies preparing to go public with an imminent IPO.
In Norway, OpenAI had…
Two completely separate reports indicate data center construction is moving toward the center of the country and away from the coasts.
The first report comes courtesy of Synergy Research Group, which found the center of gravity for planning and building data centers is shifting away from some of the traditional coastal locations and moving inland, with the availability and cost of power being a…
엔비디아의 최신 세대 AI 칩인 루빈(Rubin) GPU는 올해 말 출하될 예정이지만, 지속되는 지정학적 압박과 공급망 제약으로 인해 공급 지연에 직면할 가능성이 있다.
시장조사업체 트렌드포스에 따르면, 엔비디아 전체 출하량에서 루빈 GPU가 차지하는 비중은 당초 29%에 이를 것으로 예상됐으나, 현재는 2026년 기준 22% 수준에 머물 것으로 전망된다. 트렌드포스는 지연의 주요 원인으로 HBM4 검증 과정, 네트워크 인터커넥트를 CX8에서 CX9로 전환하는 작업, 크게 증가한 전력 소비 관리, 그리고 한층 고도화된 액체 냉각 환경에서의 성능 최적화 과제를 지목했다.
이러한 지연은 차세대 AI 인프라 업그레이드의 다음 단계에 영향을 미칠 가능성이 있다.
엔비디아는 해당 사안에 대한 논평 요청에…
Data center capital expenditures grew by 57% last year to $726 billion, according to Dell’Oro Group, marking the fastest growth the research firm has recorded since it began tracking the statistics in 2014. And 2026 is looking to be similar, with an estimated growth rate of more than 50%, meaning that data center capex will cross the $1 trillion mark this year. Just a year ago, the research firm…
Findings of a new study conducted by a group of academics from around the globe have revealed that land surface temperature (LST) increases by 2°C (3.6°F) on average after the start of operations of an AI data center, an effect detectable up to an estimated 10 kilometers (6.2 miles) away.
The study, _The data heat island effect: quantifying the impact of AI data centers in a warming world_ , was…
The global shortage of semiconductor wafers will not ease before the end of the decade, SK Group Chairman Chey Tae-won said, delivering one of the most definitive long-range forecasts yet from the executive of the world’s leading supplier of high-bandwidth memory chips.
Speaking to reporters on the sidelines of Nvidia’s GTC Conference in San Jose, California, Chey said the industry faces a wafer…
Tired of paying high-sky electric bills to power your server racks? Tired of paying even more to cool them down? Tired of vibrations and high temperatures messing up your superconducting quantum computers? Tired of your unreliable connections? Get ready for data centers… in SPAAAAAAAACE.
It’s easy to imagine the pitch for space-based data centers. But clearly there are obstacles to overcome,…
New findings from commercial real estate services and investment firm CBRE Group reveal a dichotomy in the vibrant data center market across North America.
At the same time as the sector set records in 2025 for overall activity, new facilities were not being built, not because demand was slowing, but due to the difficulty in obtaining construction permits and power. CBRE also observed that…
India’s Adani Group committed $100 billion on Tuesday to build a renewable-powered, hyperscale AI data center platform across the country by 2035, as Western markets struggle to expand capacity amid mounting power shortages and regulatory resistance.
The investment targets a 5-gigawatt national data center platform combining renewable generation, transmission infrastructure, and high-density AI…
A multi-year expansion cycle will drive worldwide data center capex to the $1.7 trillion mark by 2030, driven by hyperscalers as well as neo cloud service providers and sovereign AI initiatives, a new report from Dell’Oro Group indicates.
All three segments are entering a new phase of infrastructure expansion; key among them are Amazon, Google, Meta and Meta, which at the start of this year had…