AI data centers
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techVIAVI Solutions Unveils First Ultra Ethernet Validation Tool for AI Data Centers
VIAVI Solutions launches a crucial tool for enhancing Ultra Ethernet Transport in AI data centers, targeting hyperscalers and cloud service providers.
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financeBE Semiconductor Surges as AI Demand Drives Massive Revenue Target Upgrade
Dutch chip equipment maker BE Semiconductor raised long-term revenue targets to €1.9 billion, citing accelerated hybrid bonding adoption for AI data centers and advanced chiplet architectures.
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techSpaceX Targets 2027 for Orbital AI Data Centers as Global Power Demand Surges
SpaceX plans to launch AI satellite data centers by late 2027, leveraging Starship and solar power to solve terrestrial energy and cooling constraints.
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financeWarren Probes Private Equity’s $1 Trillion Bet on AI’s Energy Crisis
Senator Elizabeth Warren investigates private equity utility acquisitions, warning that opaque debt financing for AI data centers could burden consumers and destabilize markets.
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techChina’s Indium Phosphide Export Controls Threaten Global AI Infrastructure Rollout
Beijing's export restrictions on indium phosphide are creating critical supply bottlenecks for AI data centers, forcing US manufacturers to accelerate domestic production despite multi-year qualification timelines.
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techAlberta Bets on Natural Gas for AI Data Centers, Clashing with Federal Green Goals
Alberta is leveraging cheap natural gas to attract AI infrastructure, directly challenging Ottawa’s mandate to power new data centers with renewable energy.
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techNvidia Partners with South Korean Giants for AI Data Centers
Nvidia announces deals with SK Hynix, Naver, and Doosan to build AI data centers during CEO Jensen Huang's trip to South Korea.
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worldJapan's Nuclear U-Turn: Replacing Up to 14 Reactors by the 2050s
Fifteen years after Fukushima, Japan proposes replacing 11-14 nuclear reactors to meet surging power demand from AI and semiconductor fabs.