Tag: data centers

Global DRAM Sales Surge 29% Driven by AI-Fueled Data Center Expansion

DRAM sales jumped 29% last quarter amid rising prices and increased demand for AI and general-purpose data center servers.

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Nvidia Reports 73% Revenue Surge Driven by Server Segment Growth

Nvidia’s quarterly revenue jumps 73% to a record $68.1 billion, with significant gains tied to its expanding server business.

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Stargate AI Infrastructure Project Faces Delays Amid Disputes Between Key Partners

The $500 billion Stargate AI infrastructure initiative encounters setbacks due to disagreements between OpenAI, Oracle, and SoftBank.

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Meta Secures $100 Billion AMD Chip Supply Deal to Power AI Systems with 6 GW Capacity

Meta inks a massive deal with AMD for AI chips worth $100 billion, gaining up to 6 gigawatts of computing power and a potential stake in AMD.

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AI Expansion Spurs Demand for Superconductivity in Data Centers Despite Technical Challenges

Growing AI data centers face power shortages and copper cabling limits, prompting interest in superconductivity to cut energy loss in distribution systems.

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OpenAI’s Sam Altman Dismisses Elon Musk’s Vision of Space-Based Data Centers as Unrealistic

OpenAI CEO Sam Altman criticized Elon Musk’s concept of deploying data centers in space, calling the idea unrealistic at this stage.

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Cerebras’ Giant AI Chips Prove Practical but Don’t Replace Traditional Servers Yet

Cerebras’ massive AI chips, nearly the size of a full wafer, demonstrate real-world use but have yet to supplant conventional server CPUs.

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Meta Expands AI Infrastructure with Major Nvidia Chip Purchase

Meta plans to boost its AI infrastructure by acquiring millions of Nvidia components, including GPUs, Vera Rubin racks, and central processors.

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Western Digital Faces Production Constraints as AI Drives Demand for Enterprise HDDs

Western Digital reports shortages in HDD manufacturing capacity as enterprise and AI sectors dominate demand, reducing consumer product share to 5%.

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Backblaze Reports Decline in Overall HDD Failure Rates for 2025

Backblaze reveals HDD reliability trends for 2025, highlighting the year’s lowest overall failure rate at 1.36%.

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Surging Demand for Siemens Gas Turbines Driven by AI Growth in Data Centers

Siemens Energy sees record gas turbine orders fueled by skyrocketing AI-related power needs from data centers worldwide.

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U.S. Battery Plants Shift Focus from Electric Vehicles to Data Center Energy Storage

Battery manufacturing facilities in the U.S. are transitioning from electric vehicle production to supplying energy storage systems for data centers.

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