Here's how much RAM cost in 2020 vs. 2026
Engadget — RAM is wildly expensive and will likely stay that way for a while. Comparing prices from just a few years ago shows how dire the situation is.
AI Data Centers
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.
DCD Studio: Building at scale, with Michael Nudelman, IREN
datacenterdynamics.com — Seb Moss speaks with Michael Nudelman of IREN about vertically integrated AI cloud infrastructure, securing 5 gigawatts of power, scaling challenges, and strategic acquisitions and partnerships.
‘Bragawatts’ and why all data-center investing isn’t created equal
semafor.com — EQT, backed by Sweden’s most powerful business family, believes in the AI buildout’s fundamentals, but has stayed away from private credit
Nebul deploys Nvidia GPUs at Datacenter United campus in Belgium
datacenterdynamics.com — European AI cloud leasing capacity in Machelen
Argentina’s Milei pitches a regulation-free AI haven at the end of the world
ABC News — Data centers are facing a growing backlash in the United States and Europe
While Americans turn against data centers, Brazil offers tax breaks and cheap power, representing a potential ‘release valve’ for U.S. constraints
Fortune — The government is cutting taxes on data center equipment as Google, Amazon and Microsoft expand in a country already hungry for AI services.
AWS Capacity Largely Sold Out Through 2027, With On Demand Headroom Reserved
InfoQ — Amazon CEO Andy Jassy says AWS’s large committed cloud capacity is largely sold out through 2027, with part of 2028 already allocated, while the company continues to reserve headroom for On Demand, EC2 and Bedrock. Practitioners discussing the remarks report difficulty obtaining On Demand capacity for ordinary EC2 instances, and similar constraints at other providers.
Behind the Curtain: OpenAI's post-election power play
Elon Musk says he is taking over an old Spam factory and a gun range to expand his Colossus 2 AI complex
Business Insider — Elon Musk named the new AI facilities at the Colossus 2 campus "Spam" and "Gun Range."
National Grid to site biggest substation on Teesside, near planned AI datacentre
the Guardian — New electricity generating capacity would enable north-east to attract investment for major datacentre projects
Iole Inc. Sells Entire 151 BTC at a Loss to Fund AI Data Centers
tftc.io — Iole Inc. voted to liquidate all 151.21 BTC for ~$11.7M, absorbing a ¥254M loss to fund AI data centers, while keeping its Hyperliquid position intact.
Samsung Warns AI Memory Shortage Will Worsen Through 2027
PYMNTS.com — Samsung expects the demand for memory to “far exceed” supply in 2027, the company said in a Thursday (Oct. 29) press release announcing its third quarter
PowerBank plans 2MW modular data center in Ontario, Canada
datacenterdynamics.com — Signs first lease with AI cloud partner
We’re expanding our commitment to Canada 🇨🇦 Cohere is advancing plans to invest more than C$4 billion in R&D and AI i…
Can AI data centers be mass-produced like cars?
TechCrunch — Runware is building a factory to turn out prefabricated AI data centers on an assembly line. The real test will be whether it can deliver at that scale.
Alibaba Cloud's European push continues with first public cloud region in the Netherlands
IT Pro — With two new data centers in the Netherlands, the company said it can provide the infrastructure, performance, and data residency that customers are asking for
Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth
The Americas' data center boom may soon face a critical power crunch, Wärtsilä warns – and the industry is moving too fast to see it coming
datacenterdynamics.com — New landmark analysis of data center power across the Americas identifies “speed to powerless” as the defining infrastructure risk of the AI era
Power conversations in the US are changing – with good reason
datacenterdynamics.com — Gas-powered generation is becoming more common in the US. Siemens Energy’s Richard Reisig explains why
Murata Invests $6.4 Billion to Double Output and Meet AI Demand
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