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"exact phrase" the words together, in this order-word leave out stories with the wordtopic:robotics a topic by ID or name; quote names with spaces: topic:"open-weight models"category:"AI agents" a categorycompany:openai a company, person, product or organization (also entity:)source:forbes.com a publisher by site or nametype:analysis news, analysis, opinion, research paper and other kindsafter:2026-11-01 stories on or after that New York day; before:2026-11-10 on or before itAI data centers are the physical facilities built to house the specialized hardware and networking required to train and run machine learning models. Truncated covers facility design, power sourcing, cooling technologies, infrastructure investments and regional development.
AI-generated summary Arista Networks reported robust AI networking demand during the third fiscal quarter, posting 3.7 billion dollars in revenue and surging net income. Arista also touted a total addressable market of 200 billion dollars while raising supply chain purchase commitments to 11.4 billion dollars.
AI-generated summary NVIDIA says its Vera Rubin NVL72 delivers up to thirty times the throughput per megawatt of GB300 NVL72 at one hundred sixty tokens per second per user on SemiAnalysis AgentX. NVIDIA says NVFP4 reduces the model footprint by approximately three point five times relative to FP16 and one point eight times relative to FP8.
AI-generated summary Microsoft Corp. signed tens of billions of dollars in contracts with neocloud operators to support its cloud and artificial intelligence services. Some key Microsoft leaders now experience buyer's remorse as these data center operators struggle with delays, regulatory snags, and high costs.
AI-generated summary ZincFive states that its nickel-zinc technology brings high power capability and usable energy storage together as rack power requirements rise in data centers. ZincFive says its nickel-zinc batteries use a nonflammable, aqueous electrolyte and have no risk of thermal runaway at the cell level.
AI-generated summary Analysts say the real test for the artificial intelligence build-out will happen in 2028. Democratic gubernatorial winners who pledged to restrict data centers include Gina Hinojosa in Texas, Rob Sand in Iowa and Keisha Lance Bottoms in Georgia.
AI-generated summary Huawei states that the next stage of enterprise artificial intelligence will depend less on purchasing graphics processing units and more on rebuilding data infrastructure. Huawei introduced the OceanStor A800 and OceanStor Pacific products to serve as an artificial intelligence data platform and data lake for knowledge and memory generation.
AI-generated summary Microsoft decided not to double its compute capacity agreement with Nscale in Texas, according to reporting from the Financial Times. The decision involved capacity at an Nscale-owned site adjacent to its Ionic Digital data center in Barstow, Texas.
AI-generated summary IREN shares dropped 18 percent Thursday after a report detailed Microsoft raising concerns regarding data center delays and execution risks. Microsoft officials met with IREN last week to negotiate a revised timeline that could delay completion by several weeks or months.
AI-generated summary Following the midterm elections, artificial intelligence companies face potential regulation and data center construction slowdowns after a wave of Democrats campaigned against them. Meta platforms president Dina Powell McCormick says many are considering moving data center construction abroad, while OpenAI and Anthropic did not provide comments.
AI-generated summary Blackfuel is emerging from stealth with more than $250 million in contracted revenue under multi-year customer agreements to build an inference-native neocloud. The company plans an inference-only deployment in Barcelona combining AMD Instinct MI355X GPUs and AMD ROCm open software with Dell, NTT DATA and Digital Realty.
AI-generated summary According to Wasabi Technologies, the Wasabi 2026 Global Cloud Storage Index found that UK organizations allocate 62 percent of their AI budgets to data, storage, and compute. The research from Wasabi Technologies also indicates that 48 percent of UK respondents exceeded their cloud storage budgets last year.
AI-generated summary UBS upgraded French chip materials maker Soitec to neutral from sell and raised its price target to €130 from €94. The broker said photonics serving optical transceivers used in AI-driven data centres should drive faster growth prospects.
AI-generated summary Elon Musk posted on X that data centers in space are looking appealing following recent political developments. Democratic election victories raised concerns about potential tighter restrictions on data centre construction in the country.
AI-generated summary North American IT distributors achieved a record revenue of $28.9 billion in the third quarter, according to data from IDC. IDC states that this growth was driven by increasing demand for artificial intelligence infrastructure beyond major cloud providers.
AI-generated summary Oracle has reportedly dropped its contract with Tencent following pressure to reduce ties to Chinese customers, according to a report from the Financial Times. The agreement would have involved Tencent leasing advanced AI chips hosted at Oracle data centers in Southeast Asia.
AI-generated summary AMD networking executive Soni Jiandani says that artificial intelligence infrastructure is too complex for a single company to own. Jiandani states that Ethernet remains a constant foundation that supports multiprotocol and multipathing for customers such as Microsoft and Oracle.
AI-generated summary Equinix reported record third-quarter bookings that reinforced Mizuho Securities' bullish outlook on the data centre operator as artificial intelligence infrastructure demand outpaces capacity. Mizuho maintained its Outperform rating and $1,275 price target while noting that annualised bookings crossed $500 million for the first time.
AI-generated summary Facing long delays for grid connections, some artificial intelligence data centers are turning to converted jet engines to generate their own electricity quickly. Companies including xAI and OpenAI have utilized the rebuilt turbine units to power sites, while other firms navigate lengthy waits for traditional power supply.
AI-generated summary PIMCO CEO Emmanuel Roman estimates that the artificial intelligence buildout could create two trillion dollars in financing needs over the next five years. Major firms like Meta, Oracle, Alphabet, and Microsoft continue to issue significant amounts of bonds to support their artificial intelligence infrastructure investments.
AI-generated summary Corning is investing $585 million in expanding manufacturing in North Carolina to meet increasing demands for fiber-optic cables from companies such as Amazon, Meta, and Nvidia. Relativity Networks developed a hollow-core fiber called ChronoCore and partnered with Prysmian to scale production and connect data centers faster.
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