AI Data Centers · Thu 5 Nov

AI 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.

Thursday 5 November

AMD CEO: We’re helping customers get data center infrastructure

AI-generated summary AMD CEO Lisa Su announced that the chipmaker plans to selectively invest with lead partners to help secure data center land and power infrastructure for planned deployments into 2027. The company reported record data center segment revenue of $8.5 billion as part of $13.4 billion in Q3 revenue during a sustained artificial intelligence boom.

Also covered by Yahoo Finance

Australians are yet to see the benefits of AI and datacentres – and US midterms show they could be political kryptonite

AI-generated summary Deloitte Access Economics rolled out a report stating that Australia includes 37 datacentres worth $141bn in its investment pipeline. The Reserve Bank notes that datacentre-related investment has added to inflationary pressures by increasing demand while the economy is capacity constrained.

Also covered by bloomberg.com

Renewable Innovations joins US DOE lab project on fuel cell power for AI data centers

AI-generated summary Renewable Innovations announced it has joined a US DOE-backed research project to develop fuel cell power systems for AI data centers. The initiative will test how tightly coupled fuel cell and compute-rack architectures cope with the dynamic power profiles of AI workloads and includes a field demonstration at the Sky Data Centers site in Santa Rosa, California.

How the midterms could fuel the K-shaped AI trade

AI-generated summary CoreWeave, Nebius, and Iren shares became available after falling at least 30% in October as tightening credit markets raised funding questions. JPMorgan Asset Management says financially stronger hyperscalers could secure cheaper capacity or acquire assets if weaker operators scale back.

Also covered by PYMNTS.com Fast Company forbes.com
+8 moreBloomberg news.bloomberglaw.com bbc.co.uk TechCrunch Dunham the Guardian Kotaku SiliconANGLE

Big Tech’s big AI buildout will not end until someone stops it

Graphic image of a data center.

AI-generated summary Amazon, Microsoft, Alphabet, and Meta announced plans to spend at least $720 billion on capital expenditures this year alone, with most funds directed toward artificial intelligence infrastructure. The spending plans triggered a sharp selloff in tech stocks as investors question when they might expect to see a return on investment from artificial intelligence.

Also covered by Bloomberg ft.com Tech Policy Press

OpenAI to Change How It Handles Data Center Efforts After Outcry

AI-generated summary OpenAI announced it will avoid nondisclosure agreements during data center negotiations and ensure residents do not pay for project electricity. The company states this framework should be adopted into laws governing the expansion of artificial intelligence following recent voter decisions.

Also covered by CNBC news.bloomberglaw.com datacenterdynamics.com
+8 morebusinessinsider.com nytimes.com Decrypt semafor.com The Verge Fortune Futurism www.techradar.com

Activists across Europe prepare two days of protests against datacentres

AI-generated summary Activists across Europe will hold two days of protests against datacentres this week to call for a halt to major artificial intelligence projects. Owen Espley says communities and civil society are rising up to demand politicians impose moratoria on large-scale datacentre developments.

Also covered by The Verge Kotaku datacenterdynamics.com
+5 moreFuturism TNW | Microsoft Business Insider bloomberg.com Al Jazeera

(2nd LD) Seoul shares plunge over 5 pct on AI regulation concerns after U.S. midterms

AI-generated summary South Korean stocks are available for trading on the KOSPI index after dropping more than 5 percent following the U.S. midterm elections. Kim Seok-hwan, an analyst at Mirae Asset Securities, says the election outcome sparked foreign selling and raised concerns over tighter regulations on artificial intelligence data centers.

Also covered by AIStockWire investingLive Investing.com
+3 moreNikkei Asia NBC News the Guardian