Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Google is expanding ads in AI Mode to international markets as Alphabet reports slower Search advertising growth and a sharp increase in Google Cloud revenue.
Microsoft generated $10 billion in quarterly revenue from commercial arrangements with OpenAI, representing nearly 11% of its total revenue.
Prometheus Hyperscale will not build its planned 1.5 gigawatt data center campus in Natrona County, Wyoming. Local officials said the company provided no advance notice or explanation.
KLA reported fiscal 2027 first quarter revenue of $4.14 billion, up 29% from a year earlier, and forecast up to $4.9 billion for the December quarter.
The US Department of Justice is examining how NVIDIA's planned $12.93 billion acquisition of Hugging Face could affect competition in artificial intelligence.
xAI is offering to buy homes near its Southaven data centers if owners agree not to join a lawsuit over noise from the company’s power plant.
The UK will require data centre operators to support local communities, create jobs and protect water supplies before receiving priority grid connections.
Nebul will deploy more than 1,000 NVIDIA Blackwell Ultra GPUs at a data center in Machelen, Belgium. The site will become the company’s second European cloud region.
Tata Communications plans to invest $400 million to $450 million in around 10,000 kilometers of fiber connecting major data center and AI hubs across India.
Circuit Mind raised $25 million and released an AI agent tool that checks circuit board schematics for electrical errors.
Vertiv reported third quarter sales of $4.31 billion, up 61% from a year earlier, as organic orders more than doubled.
San Diego's council unanimously paused data center permits for 45 days, extendable for nearly two years, while the city writes rules.
Intel and Oracle plan a multiyear collaboration to expand Xeon computing capacity on Oracle Cloud Infrastructure, including future X14 offerings based on Diamond Rapids processors.
OpenAI, one of Nvidia's largest customers, plans to buy Google's TPUs, according to The Information.
Oracle will use 6th Gen AMD EPYC processors in its OCI Compute E7 instances. Oracle Acceleron network cards will also incorporate AMD Pensando data processing units.
OneQode has signed an agreement with AdaniConneX for 14 MW of data center capacity in Chennai, with discussions covering a potential expansion to 114 MW.
Oracle plans to host SambaNova's SambaRack SN50 inference systems in its data centers and offer the capacity to AI model builders.
SK hynix posted record quarterly revenue and operating profit as demand increased for HBM4 and server memory products.
Cerebras Systems plans to make its AI inference technology available through Oracle Cloud Infrastructure in 2027.
Criminal groups are stealing servers, networking equipment and other data center hardware in transit using compromised freight accounts, false identities and GPS spoofing.
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.