Data center articles

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AMD and IBM's CEO doesn't see an AI bubble, just $8 trillion in data centers

Lisa Su shrugs off the bubble talk while signing a deal with OpenAI
Editor's take: Normal people are now shelling out hundreds of dollars for modest RAM upgrades, while the companies powering the AI boom are looking forward to even more market hysteria. And despite record spending, spiraling hardware costs, and mounting skepticism from analysts, the CEOs of IBM and AMD insist there is no AI bubble – or at least not one that threatens their business.
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China bans Nvidia, AMD, and Intel AI chips from state-funded data centers

China steps up its drive for tech self-reliance
What just happened? China's push for companies to use home-grown AI chips has taken a surprising turn. According to reports, Beijing now mandates that any new data center projects that receive government funds cannot use foreign AI accelerators. The new rules also apply to current builds less than 30% complete, so Nvidia, AMD, and Intel chips already installed will have to be removed.