
AMD's AI Chip Triumph, Meta's 5GW Data Center, and Oracle's Indonesian Expansion - Silicon Brief #27
July 21, 2025 -
Silicon Brief
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.
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.
Technology
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.
- Eaton and NVIDIA Partner on AI Data Center Infrastructure
- Intel and Weizmann Institute Unveil Speculative Decoding at ICML 2025
- AMD and XMPro Enhance AI Inference at Industrial Edge
- China Unveils Underwater AI Data Center Near Shanghai
- Activate Capital Invests in XNRGY for Data Center Cooling
Regulation & Policy
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.
Data Centers
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.
- Cushman & Wakefield Ranks Abu Dhabi and Dubai as Top Data Center Markets
- Blue NAP Americas and Radian Arc Launch AI IaaS Platform
- Hyperscale Data Cuts Debt by $20 Million
- AMD Launches Rack-Scale AI Infrastructure and Helios Platform
- China to Build AI Data Centers in Xinjiang
- Oracle Partners with DayOne for Indonesian Cloud Centre
- Meta to Build 5GW AI Data Center in Louisiana
- Anosh Ahmed Plans AI Data Center in Chicago
- Open Flash Platform Initiative Aims to Cut AI Storage Costs
- Vantage Data Centers Invests $3 Billion in Nevada Campus
- AI Drives Growth in Data Center Switch Networks
- TECO Enters Malaysian Hyperscale Data Center Market
- Menlo Equities Introduces Menlo Digital for Data Centers
- Telco GPUaaS Revenue to Hit $21 Billion by 2030
- Q.ANT Secures €62 Million for Photonic Computing
- Argonne National Laboratory Launches Aurora Exascale Computer
- xAI in Talks for Saudi Data Center Lease
- Touchnet and Zadara Launch AI Cloud in South Africa
- Hyperscale Data Inc. Plans 340 MW AI Data Center in Michigan
- Compute Labs Offers AI Data Center Investment Opportunities
- xAI Seeks Data Center Leases in Saudi Arabia and UAE
Chips & Hardware
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.
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.
- Cadence Launches LPDDR6/5X Memory IP for AI
- Exascend Unveils 30.72TB U.2 SSD for Edge Storage
- AMD Target Price Raised Amid AI Chip Opportunities in China
- YUAN High-Tech Unveils Pandora Edge AI Platform
- TSMC Sees 61% Profit Increase in Q2 2025 Due to AI Chip Demand
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