Danny Hillis, co-founder of Thinking Machines, has joined Meta. This move signals Meta's continued investment in advanced computing architectures and potentially new approaches to AI and data processing.
The adoption of 800V power distribution is emerging as a critical enabler for scaling AI factories, offering improved efficiency and reduced infrastructure costs. This analysis examines the benefits, challenges, and eco…
Anant Raj's stock experienced a dip following a ₹1,100 crore QIP, raising concerns about the company's data center expansion plans. The stock decline reflects investor uncertainty regarding the execution and profitabili…
A BlackRock and Nvidia-backed consortium has finalized a $40 billion deal to acquire a network of AI-focused data centers. This acquisition signals a major investment in AI infrastructure and highlights the increasing c…
Apple has announced a significant investment in European renewable energy, greenlighting 650MW of solar and wind farm development. This initiative aligns with Apple's 2030 goal to achieve carbon neutrality across its en…
Google has announced a $15 billion investment in Visakhapatnam, India, to establish a new AI data center. This marks Google's largest investment outside of the United States and signals a significant expansion of its AI…
Citi has issued a street-high price target for Astera Labs (ALAB), citing significant upside potential driven by the increasing demand for AI infrastructure. The analysis suggests Astera Labs is well-positioned to benef…
ABB and Nvidia have announced a partnership to develop next-generation data center solutions, focusing on AI and accelerated computing. The collaboration aims to improve energy efficiency and reduce operational costs in…
Bloom Energy's partnership with Brookfield to power AI data centers marks a significant strategic move, leveraging Bloom's solid oxide fuel cell technology for the energy-intensive demands of AI. The deal underscores th…
Applied Digital is experiencing significant growth driven by increasing demand for AI-powered data centers. This analysis examines the factors contributing to this growth and its potential implications for the company a…
The surge in demand for AI-related memory solutions has propelled SK Hynix and Samsung Electronics to new financial heights. Increased demand for high-bandwidth memory (HBM) and advanced memory chips is cited as the pri…
Microsoft has abandoned its plans for a data center in Caledonia, Wisconsin, citing the need for an alternative location. The reasons for this change remain unspecified, prompting speculation about potential challenges …
Applied Digital reported $64.2 million in revenue for Q1 FY2026. The company is progressing with its Polaris Forge project and continues to expand its high-performance computing infrastructure. Financial results reflect…
Raiden Infotech, a Google subsidiary, is investing ₹87,520 crore to establish a new data center in Visakhapatnam (Vizag), India, significantly boosting the region's digital infrastructure.
Despite ongoing shutdown anxieties, Nvidia's strong performance is significantly boosting the S&P 500 and Nasdaq. This analysis explores the factors behind Nvidia's success and its impact on the broader market.
POET Technologies secured a $75 million investment, which will significantly boost its development and production of optical interposer-based solutions for high-speed AI connectivity. This investment positions POET as a…
Google is investing $4 billion in Arkansas, including building a new data center and launching sustainability initiatives focused on renewable energy and community support.
Nvidia CEO Jensen Huang predicts a surge in demand for electricians and plumbers due to the infrastructure needs of AI data centers, highlighting the importance of skilled trades in the AI-driven future.