Nvidia explains its ambitious shift from graphics leader to AI infrastructure provider
From graphics chips to becoming the operating system of AI factories
Data center articles
Micron, Samsung, and SK Hynix preview new HBM4 memory for AI acceleration
They're likely too costly for consumer GPUs for now
Global server market revenue nearly doubled in 2024 with Nvidia's continued dominance
Nvidia shipped 90% of embedded GPUs contributing to over half of total revenue growth
Micron and Astera demo first PCIe 6.0 SSD, delivering 27GBps sequential read speeds
A lot of "firsts" here for a single demo bench...
DeepSeek open-sources file system, claims it runs AI models faster and more efficiently
What just happened? In response to Western organizations calling it "shady and untrustworthy," DeepSeek launched "Open Source Week." During last week's event, the company released several repositories to the open-source community, including a highly efficient file system. Many AI specialists reviewing the code have come away impressed.
Nvidia sets timeline for Blackwell Ultra GPUs, teases Vera Rubin architecture for 2026
Jensen Huang will discuss post-Rubin products at the upcoming GPU Technology Conference
Microsoft scales back AI data center expansion amid AI spending boom
Satya Nadella warns of AI's high costs and low returns (so far)
Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?
The x86 wish list: Complexities of an imaginary Intel takeover
Editor's take: We are frequently asked some version of the question, "Will someone acquire Intel?" At this point, we think it is highly unlikely, but these are unpredictable times. Setting aside all the principal considerations – like money, strategy, and regulatory approval – there are a few other hurdles. Chief among these is Intel's license for x86.
Europe enters the AI race with $207 billion InvestAI initiative
The AI battle is just heating up
Used Seagate drives sold as new traced back to crypto mining farms
A hot potato: A widespread scandal involving used Seagate hard drives fraudulently sold as new has continued to escalate, with new evidence suggesting that the drives originated from Chinese cryptocurrency mining farms. The drives, many of which had logged 15,000 to 50,000 hours of prior use, were reportedly altered to appear unused before re-entering the retail supply chain.
Intel Xeon server CPU sales hit 14-year low as AMD gains ground
Rumors of an Intel buyout swirl as its data center business weakens further
AI boom fuels semiconductor growth to $626 billion, with 2025 set for more gains
The AI craze has made some companies very, very rich
AI Money: While shareholders and tech giants scramble to turn AI's promises into real-world business opportunities, semiconductor companies are raking in billions. Samsung has emerged as the world's top semiconductor player by revenue, and the industry is poised for another strong year.
Researchers claim Linux kernel tweak could reduce data center energy use by 30%
Forward-looking: Researchers have unveiled a small but powerful modification to the Linux kernel that could significantly reduce energy consumption in data centers. The proposed alteration comes at a crucial time, as computing currently accounts for about 5 percent of the world's daily energy use, with data centers being major contributors to this consumption.
Asia's richest man Mukesh Ambani plots world's largest AI data center in India
The project could cost somewhere between $20 and $30 billion
First-ever data center on the Moon set to launch next month
The self-contained facility promises to offer unparalleled data security and environmental benefits
AI adoption to double storage demands in just 3 years, Seagate survey finds
72% of surveyed businesses say they are already using AI
Most GeForce Now subscription tiers currently unavailable, Nvidia says due to overwhelming demand
The company is prioritizing existing users as it struggles with capacity
Nvidia's data center customers are postponing Blackwell chip orders due to overheating and other issues
Hyperscalers like Microsoft and AWS delay orders worth billions
Arm considers acquisition of data center chipmaker Ampere
A deal could reshape the data center processor landscape
Microsoft develops GreenSKU framework to limit environmental cost of server hardware
Leveraging memory pooling and RAID arrays
Nvidia "Blackwell Ultra" GB300 GPU to include 288GB of HBM3e memory and draw 1,400W
There will also be improvements in connectivity, F4 performance, and other areas
Microsoft surges ahead in AI race with massive Nvidia chip acquisition
It has purchased nearly 500,000 Nvidia flagship processors this year
The big picture: Microsoft has purchased a staggering number of Nvidia's Hopper chips this year, far outpacing what its rivals have been able to procure. With Microsoft's significant lead and its deep ties to OpenAI, the company is well-positioned as tech giants vie for AI supremacy.
Apple may be working on a custom AI server chip with Broadcom's help
Slated for 2026, Apple would be leveraging Broadcom's 3.5D XDSiP technology
Microsoft's new data center design dramatically decreases water usage
A closed-loop system recycles water between servers and chillers
Next-gen Nvidia GPU "Rubin" is ahead of schedule, uses 3nm manufacturing and HBM4
Availability now expected in the second half of 2025