Microsoft's Satya Nadella says power, not chips, is now the biggest barrier to AI growth
GPU inventory is outpacing energy supply, raising urgent questions about data center infrastructure
Data center articles
Google is reviving a nuclear power plant that has sat idle for the last five years
By 2029, the facility should provide Google and the Linn County, Iowa region with 600 extra megawatts of clean energy
DRAM prices soar as hyperscalers pay 50% more for only partial orders
Expect major shortages through the end of 2025
Qualcomm steps into the AI infrastructure race with new AI200 and AI250 accelerators
The chipmaker is challenging Nvidia and AMD with a power-efficient rack design built for large-scale inference
Intel can't spin up 18A fast enough, so Intel 7 is now the new CPU bottleneck
Intel is stuck on yesterday's tech while it waits for tomorrow's
TL;DR: Intel's next-generation 18A process, its most advanced manufacturing technology, is ramping up more slowly than expected. Until it reaches high-volume production, the company's heavily utilized Intel 7 lines will continue to constrain output for both client and data center chips. In the meantime, Intel is prioritizing higher-margin server processors to offset supply limitations and preserve profitability.
NextSilicon bets on adaptive hardware to outrun traditional CPUs and GPUs
Maverick-2 chip applies adaptive software and real-time hardware reconfiguration to achieve up to tenfold performance gains
Nvidia GPUs head to space next month in first step toward AI data centers in orbit
Nvidia H100 GPUs are leaving the planet
This silicon chip creates dozens of laser beams from one source – and could reshape data centers
The compact chip merges laser precision and power to enhance data and sensing systems
Broadcom takes on Nvidia with Thor Ultra, an open 800G Ethernet chip for AI clusters
Betting on open Ethernet to break Nvidia's networking lock-in
OpenAI and Broadcom team up on $10 billion custom AI chip deal
Will co-engineer new AI accelerators and high-speed Ethernet solutions for large-scale data centers
Nearly all US growth in 2025 tied to AI and data center-related capital spending
Big tech data center spending nears $400 billion after fourfold surge
858TB gone forever: South Korea's data center fire shows the cost of no backups
Amid outrage over lost data, tragedy strikes one of the recovery team members
Microsoft outlines plan to move beyond Nvidia in powering AI data centers
Needless to say, the company is working on its own next-gen AI silicon
Unlimited power: OpenAI plans trillion-dollar data center network to power AI growth
Oracle and OpenAI building world's largest data center complex in Texas, with five more planned
Microsoft unveils microfluidic cooling tech to cut chip temperatures by 65%
AI hardware could see speed gains with new in-chip liquid cooling technology
Nvidia to invest $100 billion in OpenAI for 10 gigawatts of AI computing power
The data center expansion will use Nvidia's next-generation Vera Rubin chips
Oracle could hit again: Meta talks could lead to $20 billion AI cloud deal
Just weeks ago Oracle inked a $300 billion deal with OpenAI, one of the largest cloud infrastructure contracts to date
Microsoft is repurposing Foxconn's failed Wisconsin venture into the world's most powerful AI data center
Redmond claims it will deliver 10x the computing performance of the fastest exascale supercomputers
Intel and Nvidia team up on Intel x86 RTX SoCs for future gaming PCs
Nvidia is also investing $5 billion into Intel
What just happened? Intel has received another massive investment from an unlikely source: Nvidia. Team Green is purchasing $5 billion in Intel common stock at $23.28 per share, part of a collaboration that will see the two companies jointly develop x86 system-on-chips – called Intel x86 RTX SoCs – that integrate Intel CPUs and Nvidia RTX GPU chiplets for a wide range of PCs. Intel will also be building custom x86 data center CPUs for Nvidia to integrate into its AI infrastructure platforms.
Microsoft and Nvidia bet big on UK with historic $45 billion AI infrastructure plan
UK faces balancing act as $45B data center boom raises questions from environmental advocates and political leaders
Microsoft turns to gas generators to keep Mexico data center running
Company says grid connection won't be ready until 2027
Thinking of buying a new SSD? Watch out for potential price hikes
AI could increase enterprise SSD and HDD prices by up to 30%
Kioxia-Nvidia project aims for SSD performance 33 times higher than today's top drives
Breakthrough storage speed for AI servers by 2027
Intel Clearwater Forest: 288-core all-E-core Xeon CPU debuts on 18A process
Intel pushes efficiency-first with Clearwater Forest CPU launching in 2026
Nvidia turns to silicon photonics to supercharge next-gen AI clusters
Quantum-X and Spectrum-X photonics to replace pluggable optics for 2026 launch