
Nvidia's $39B Data Center Triumph, Google Invests $7B in Iowa, and TSMC Expands to Munich - Silicon Brief #20
June 02, 2025 -
Silicon Brief
Hi there,
In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. Nvidia has reported a significant $39.1 billion in data center sales, despite facing restrictions in China. Meanwhile, TSMC is expanding its global footprint with plans to open a chip design center in Munich. These moves highlight the ongoing global demand for advanced semiconductor technologies.
On the data center front, Google is making waves with a $7 billion investment in Iowa, while Microsoft has opened its first data center in Indonesia. These investments underscore the growing need for robust infrastructure to support AI advancements. Stay tuned as we explore these stories and more in this edition.
In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. Nvidia has reported a significant $39.1 billion in data center sales, despite facing restrictions in China. Meanwhile, TSMC is expanding its global footprint with plans to open a chip design center in Munich. These moves highlight the ongoing global demand for advanced semiconductor technologies.
On the data center front, Google is making waves with a $7 billion investment in Iowa, while Microsoft has opened its first data center in Indonesia. These investments underscore the growing need for robust infrastructure to support AI advancements. Stay tuned as we explore these stories and more in this edition.
Energy & Sustainability
Soluna Holdings, Inc. has launched Project Annie, a 75 MW solar-powered data center in northeast Texas, co-located with a 114 MW solar farm. Pacific Gas and Electric Company projects that increased electricity demand from data centers could lower customer electric bills by 1-2%, collaborating with Westbank on projects in San Jose. xAI has installed 168 Tesla Megapack units at its Colossus supercomputer in Memphis to enhance power reliability. Recogni and DataVolt have partnered to create an energy-efficient AI cloud infrastructure. CenterPoint Energy has boosted its capital plan to $52.5 billion to support AI data center power needs.
- Soluna Holdings Launches Solar-Powered Data Center in Texas
- PG&E Projects Data Center Growth to Lower Energy Costs
- xAI Installs Tesla Megapacks for Supercomputer
- Recogni and DataVolt Partner for Energy-Efficient AI Cloud
- CenterPoint Energy Boosts Capital Plan to $52.5 Billion
Technology
Strider Technologies and SCSP report on China's strategic AI expansion, detailing over 250 AI data centers with military links. Texas Instruments partners with NVIDIA to develop power solutions for future AI data centers. Gcore appoints AI expert Prof. Dr. Feiyu Xu as Board Advisor. The AI-powered edge networking market is projected to reach $82.52 billion by 2029, according to The Business Research Company. GMI Cloud becomes a Reference Platform NVIDIA Cloud Partner, enhancing its AI project capabilities. MinIO supports AWS S3 Express API on its AIStor platform, improving AI workload performance. Drut Technologies partners with Ranovus for Co-Packaged Optics solutions in data centers. Nvidia plans an 800V HVDC power infrastructure for AI servers by 2027.
- Report on China's AI Expansion Efforts
- Texas Instruments and NVIDIA Collaborate on AI Power Systems
- Gcore Appoints AI Expert as Board Advisor
- AI-Powered Edge Networking Market to Reach $82.52 Billion by 2029
- GMI Cloud Becomes NVIDIA Cloud Partner
- MinIO AIStor Supports AWS S3 Express API
- Drut and Ranovus Partner for CPO in AI and HPC
- Nvidia to Develop 800V HVDC Power Infrastructure for AI Servers
Regulation & Policy
Applied Digital is planning an AI data center in Deuel County, South Dakota, which is expected to create jobs and stimulate local development, though there are concerns about resource usage. Nvidia reported a revenue of $44.1 billion for Q1 fiscal 2026, despite facing an $8 billion loss due to U.S. sales restrictions impacting its H20 product line. Meanwhile, EdgeCortix, a Tokyo-based AI chip startup, has secured ¥3 billion in subsidies from the Japanese government to advance energy-efficient AI chiplets for defense applications.
- Applied Digital Plans AI Data Center in South Dakota
- Nvidia Reports $44.1 Billion Revenue Despite U.S. Sales Restrictions
- EdgeCortix Secures ¥3 Billion for AI Chip Development
Data Centers
Google has committed $7 billion to expand its data center presence in Iowa, while Microsoft has launched its first data center in Indonesia. A CBRE report highlights a shortfall in AI-ready data centers in Asia Pacific, and Vena Global has launched a subsidiary to address this demand. Greykite is transforming a Warsaw site into a data center for EdgeConneX, and Humain seeks a US partner for its data center expansion. Meanwhile, Telus plans a C$70 billion investment in network and AI centers in Canada, and Nvidia and Wistron are considering Fort Worth for a new AI supercomputer plant.
- Google's $7 Billion Investment in Iowa
- Microsoft Opens First Data Center in Indonesia
- CBRE Report Highlights AI Data Centre Shortfall in Asia Pacific
- Vena Global Launches AI-Ready Data Center Subsidiary
- Greykite to Transform Warsaw Site into Data Center for EdgeConneX
- Groq's Ian Andrews on AI Infrastructure Challenges in Asia
- Tajikistan Partners with Presight and Scale AI for Data Center
- Conapto Issues SEK 500 Million Bonds for AI-Ready Data Centers
- Humain Seeks US Partner for Data Center Expansion
- Telus to Invest C$70 Billion in Network and AI Centers
- German Companies Plan AI Data Center with EU Funding
- Nvidia and Wistron Plan AI Supercomputer Plant in Fort Worth
- Nvidia Partners with Swedish Consortium for AI Infrastructure
- Atos Bull Secures AI Supercomputer Contract with Petrobras
- OpenAI Explores Asia-Pacific for Data Centre Locations
- American Tower Opens Edge Data Center in Raleigh
- Oracle to Acquire Nvidia Chips for OpenAI Data Center
- Nvidia Partners with Navitas for AI Data Center Solutions
- Infortrend Technology Launches Enterprise Cloud for AI
- Colovore Appoints New CEO for AI Data Center Expansion
- Cohere Partners with Oracle for AI Model Deployment
- Prologis to Develop Data Centers in Paris
- Blackstone's New Mexico Data Centers Under Scrutiny
- Blue Owl, Chirisa, and PowerHouse Advance $5 Billion Data Center Venture
- Gridcare Finds 100 MW of Unused Data Center Capacity
- Bain Capital Launches Hscale for EMEA Data Centers
- TSMC and Avicena Collaborate on MicroLED Optical Interconnects
- KT Corp and Viettel Group Partner for AI Development in Vietnam
- European Industrial Giants Gain €150bn from AI Data Centre Demand
- Alibaba Cloud Plans $52.7 Billion Global Expansion
- APL Group Plans 100MW Data Center in Finland
- Bell Canada to Build AI Data Centres in British Columbia
- EdgeMode Acquires Synthesis Analytics to Boost AI Data Centers
- Ericsson and Partners to Build Swedish AI Supercomputer
Chips & Hardware
Nvidia reported $39.1 billion in data center sales, despite $4.5 billion in charges due to Chinese export restrictions. TSMC is set to open a chip design center in Munich by 2025, focusing on high-performance AI chips. Saudi Arabia's Humain has partnered with Nvidia for 18,000 chips for a new AI data center. The DGX B200 Blackwell node set a world record with over 1,000 transactions per second per user. Tencent claims a sufficient chip stockpile for AI amid US restrictions. AMD unveiled the Radeon AI PRO R9700 GPU at Computex 2025. Vaire Computing developed an energy-recycling chip, while Silicon Data launched an AI chip rental cost index. Marvell Technology, Inc. introduced an advanced packaging platform for AI, and Aion Silicon secured $12 million for a RISC-V accelerator program. A report by Kearney and SEMI discusses AI's impact on semiconductors.
- Nvidia Reports $39.1 Billion in Data Center Sales Amid Chinese Restrictions
- TSMC to Open Chip Design Center in Munich by 2025
- Nvidia and Saudi Arabia's Humain Partner for AI Data Center
- DGX B200 Blackwell Node Sets World Record
- Tencent Asserts Chip Stockpile Amid US Restrictions
- AMD Unveils Radeon AI PRO R9700 GPU at Computex 2025
- Vaire Computing Develops Energy-Recycling Chip
- Silicon Data Launches AI Chip Rental Cost Index
- Marvell Launches Advanced Packaging for AI Accelerators
- Aion Silicon Secures $12 Million for RISC-V Accelerator Program
- Kearney and SEMI Report on Semiconductor Trends
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