AMD's AI Chip Triumph, Meta's 5GW Data Center, and Oracle's Indonesian Expansion - Silicon Brief #27

Hi there,

In this edition of Silicon Brief, we're diving into the latest developments in AI chips and data centers. AMD has been making waves with its AI chip opportunities in China, leading to a raised target price. Meanwhile, Cadence has launched its new LPDDR6/5X Memory IP, designed to enhance AI capabilities. On the data center front, Meta is planning a massive 5GW AI data center in Louisiana, while Hyperscale Data Inc. is setting its sights on a 340 MW AI data center in Michigan.

Additionally, Oracle is expanding its cloud services with a new center in Indonesia, and Vantage Data Centers is investing $3 billion in a Nevada campus. These developments highlight the growing demand for AI infrastructure and the strategic moves companies are making to meet this demand. Stay tuned as we explore these stories and more in this edition.

Eaton is collaborating with NVIDIA to enhance data center infrastructure through high-voltage direct current systems, supporting AI workloads and optimizing power management. Researchers from Intel and the Weizmann Institute of Science have unveiled speculative decoding at ICML 2025, accelerating large language model inference. The partnership between AMD and XMPro aims to improve AI processing at industrial sites by integrating AMD's Lemonade Server with XMPro's platform. China has launched a $223 million underwater AI data center near Shanghai, utilizing seawater cooling and offshore wind power. Activate Capital has invested in XNRGY to advance data center cooling technologies to meet rising energy demands.

The Trump Administration is set to announce new AI guidelines focused on reducing regulations and boosting energy sources for data centers, while also promoting global AI partnerships and security. Meanwhile, Advanced Micro Devices (AMD) is planning to resume exports of its MI308 AI chips to China, contingent on approval from the U.S. Commerce Department, following discussions between Nvidia CEO and former President Trump as U.S.-China relations show signs of improvement.

Cushman & Wakefield ranks Abu Dhabi and Dubai as top emerging data center markets, while Blue NAP Americas and Radian Arc launch an AI IaaS platform in the Caribbean and Central America. Hyperscale Data reduces its debt by $20 million, and AMD introduces a rack-scale AI infrastructure. China plans to build 40 AI data centers in Xinjiang, and Oracle is set to open a cloud services center in Indonesia. Meta announces a 5GW AI data center in Louisiana, and Anosh Ahmed plans an AI data center in Chicago. The Open Flash Platform initiative aims to cut AI costs, and Vantage Data Centers invests $3 billion in a Nevada campus.

Cadence has introduced a new LPDDR6/5X memory IP system solution, designed to enhance AI infrastructure with faster memory speeds and improved capacity.
Exascend has unveiled the PE4 series, marking the release of the first 30.72TB 7mm U.2 SSD. This new product aims to enhance edge storage with its high capacity and energy efficiency.
Mizuho analyst Vijay Rakesh has increased the target price for AMD to $175, highlighting new opportunities for AI chip shipments to China after a recent policy change.
On July 21, 2025, YUAN High-Tech unveiled Pandora, a compact edge AI platform utilizing NVIDIA® Jetson Orin™ NX Super mode, aimed at providing real-time analytics and localized AI services without cloud reliance.
The Taiwan Semiconductor Manufacturing Company (TSMC) reported a significant profit increase in the second quarter of 2025, driven by high demand for AI chips, with net revenue exceeding expectations.