Kioxia has crammed 157 *petabytes* of storage into a single rack, which seems a touch excessive
www.pcgamer.com — Got any spare gigabytes, guv?
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.
Quanta’s Sales More Than Double, but Operating Profit Falls From Prior Quarter
aiindustrytoday.com — Quanta’s third-quarter sales rose 125.2% year over year, but operating profit fell 6% sequentially as expenses outpaced revenue growth. The manufacturer is discussing more customer-supplied components to ease working-capital pressure.
SpaceX develops its own ‘Kessel’ rack-scale system featuring 72 Nvidia Rubin GPUs for data centers in space, report claims — replaces conventional NVLink cable assemblies with a massive 84-layer printed circuit board
JPMorgan grows wary on AI-exposed industrials, lowers price targets By Investing.com
investing.com — JPMorgan grows wary on AI-exposed industrials, lowers price targets
Proposal for AI data center at former paper mill in Maine resurfaces
www.datacenterdynamics.com — JGT2 Redevelopment wants to develop the former site of the Androscoggin paper mill
Nvidia-backed Nscale weighs delaying $35B listing as Microsoft passes on Texas expansion — TFN
techfundingnews.com — Nscale, the Nvidia-backed AI cloud provider, is considering postponing its planned stock market listing until next year.
GE Vernova (GEV) says SoftBank loss has no impact on it
aistockwire.com — GE Vernova (GEV) fell as much as 9.9% after SoftBank's $3.7 billion power equipment loss, then closed down 3.9%. It says SoftBank's move doesn't affect it.
Server CPU strength persists as AMD and Arm gain share: UBS By Investing.com
investing.com — Server CPU strength persists as AMD and Arm gain share: UBS
QumulusAI expands Denver capacity by 1.2MW
www.datacenterdynamics.com — Signs colocation deal to expand availability in the market
Utah-Based Startup Raises $500 Million for Modular AI Data Center
US data center construction to remain strong in 2027
www.semafor.com — JP Morgan projected AI-related capex in the US will reach at least $1.5 trillion in 2027, but stay largely flat the following year due to political pushback.
AI datacentres plan on-site power stations on huge scale despite climate risks, research reveals
The Guardian — 181GW of gas-fired capacity proposed for sites in US and Europe because of delays in connecting to national grids, says report
Infineon stock target lowered at BofA on growing AI concerns By Investing.com
investing.com — Infineon stock target lowered at BofA on growing AI concerns
Atomarine raises $19m for nuclear-powered floating data centers
www.datacenterdynamics.com — Company is touting 150MW nuclear ships to serve AI compute at sea
Posco and GS Group sign agreement to pursue AI data centres
www.aiaffairs.com — The South Korean groups plan to start with GS-led projects at home, combining Posco’s steel products with construction…
Armada Starts Dublin Production of Sovereign AI Data Centers
www.unite.ai — Armada announced on November 10, 2026, that continuous production had started at Galleon Forge Two, its 90,000-square-foot manufacturing operation inside a Johnson Controls facility in Dublin, and that the first Dublin-b...
Microsoft says tech firms must 'prove' AI data centers benefit locals
asia.nikkei.com — CTO says company taking measured approach to infrastructure expansion
Bitcoin Miner HIVE Eyes $45 Million in Annual Revenue From AI Deal
decrypt.co — Bitcoin miner HIVE says its Boden facility could generate $45 million annually, but a June letter of intent remains nonbinding.
A new resource for utility scrutiny
www.latitudemedia.com — Latitude Intelligence surfaces data critical to those at the forefront of building the systems that power the energy transition.
Netcompany Signs DKK 325M Primary Investment at DKK 875M Valuation to Fund Gefion
www.unite.ai — Netcompany announced on November 10, 2026 that it had signed an unconditional agreement to invest DKK 325 million in Danish Centre for AI Innovation (DCAI), joining a roughly DKK 500 million primary investment to expand...
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