Micron's AI Chip Surge, Google & MediaTek's Collaboration, Intel's New Direction - Silicon Brief #10

Hi there,

In this edition of the Silicon Brief, we're diving into the latest developments in AI chips and data centers. Micron is forecasting strong revenue growth driven by the increasing demand for AI chips, while Google and MediaTek are collaborating on new AI chip technologies. Meanwhile, Intel is planning a significant overhaul of its manufacturing processes to better accommodate AI advancements. On the data center front, NTT DATA is making substantial investments in India's digital infrastructure, and Engine No. 1 has teamed up with Crusoe to form a joint venture focused on AI data centers.

Additionally, Oracle is committing $5 billion to enhance its cloud infrastructure in the UK, and Core Scientific is expanding its operations with new AI data centers in Georgia. These moves highlight the ongoing global efforts to bolster AI capabilities and infrastructure, reflecting the growing importance of AI technologies in various sectors.

MiTAC Computing Technology Corp. launched new energy-efficient server platforms with AMD and Intel processors at CloudFest 2025, targeting cloud and AI workloads. Crusoe and Engine No. 1 have partnered to secure 4.5GW of natural gas power for AI data centers, operational by 2027, using GE Vernova turbines. Stack Infrastructure secured $4 billion in green financing to develop data centers in the US and Canada, including a 1GW campus in Stafford, Virginia.

Infineon Technologies has introduced the OptiMOS TDM2454xx quad-phase power modules, designed to enhance power density and efficiency in AI data centers. Akamai Technologies announced a partnership with VAST Data to enhance data-intensive AI inference by improving local response times and reducing costs. At CloudFest 2025, Compal Electronics launched its SG720-2A/OG720-2A AI server, incorporating advanced GPU acceleration and ZutaCore's liquid cooling technology.

NTT DATA is investing in India's digital infrastructure with projects like the MIST submarine cable system and a new data center campus, aiming to boost connectivity and AI innovation. Engine No. 1 and Crusoe have announced a joint venture to develop large-scale data center campuses in the U.S., focusing on enhancing AI compute capabilities with a sustainable energy approach. Thailand's investment board has sanctioned US$2.7 billion for data centres and cloud services, involving projects from Beijing Haoyang Cloud & Data Technology, Empyrion Digital, and GSA Data Center 02, reflecting a surge in Southeast Asia's tech sector.

Micron Technology forecasts third-quarter revenue of $8.80 billion, surpassing Wall Street estimates due to high demand for its AI memory chips. Google is working with MediaTek to develop new AI chips, aiming to reduce reliance on Nvidia by 2026. Incoming CEO Lip-Bu Tan of Intel is considering major changes to the company's chip manufacturing and AI strategies, including restructuring management and focusing on AI chip production.