Microsoft pushes Trump to halt Chinese data center component ban: Reuters By Investing.com
investing.com — Microsoft pushes Trump to halt Chinese data center component ban: Reuters
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.
EU AI gigafactories scheme asks applicants to resubmit funding bids for 'technical reasons'
www.datacenterdynamics.com — But don't worry, some applicants get an extended deadline
The New Economics Of Data Center Delay
www.forbes.com — The opportunity is to identify where technology can improve previously difficult-to-influence parts of the workflow.
Vertiv partners with Infineon to scale power semiconductors for AI data centers
www.datacenterdynamics.com — Inks three-year strategic agreement
CoreWeave Has a Sentiment Problem Even Strong Earnings Can’t Fix
Too big to trip
www.datacenterdynamics.com — Once viewed through the lens of individual facility protection, grid resilience now depends on data centers remaining connected and supporting system stability during power disturbances
Watch Former Fed's Evans: AI Boom Adds to Inflation Risks
Modular Data Center Startup Mavria Raises $130M, but Grid Hookups Remain Unproven
techtimes.com — Modular data center startup Mavria raised $130 million at a $1 billion valuation to build factory-made data centers, but it has named no customer, utility or delivery date. Each 5 MW Terrain block sits below Texas’s 75 MW large-load threshold, though 20 blocks at one site would cross it, and Gov.
Grab, SoftBank to invest $1.85bn in Malaysia AI infrastructure
asia.nikkei.com — Two projects cover data centers, aim to capture regional demand
Caterpillar Stocks Jump 6.61% as Anthropic Takes Over $3.4 Billion Generator Order
finance.yahoo.com — Anthropic secured 1.7 gigawatts of Caterpillar gas generators originally ordered by OnePWR, as AI labs race to lock in their own power.
Advanced Micro Devices (AMD) Lands EPYC Role In New AI Security System
finance.yahoo.com — Advanced Micro Devices (NasdaqGS:AMD) has been selected by Google Cloud to supply EPYC CPUs for the new TPU 8tx system. Google is shifting the host layer of its flagship TPU 8tx platform back to x86 CPUs, after previously relying on in house chips. The TPU 8tx infrastructure is designed with hardware enforced confidential computing to protect sensitive AI workloads running on Google Cloud. The choice of AMD EPYC for Google Cloud's TPU 8tx host systems is important, but the rest of the AMD...
Micron, FormFactor, Amkor, Teradyne, and Nvidia shares skyrocket, what you need to know
finance.yahoo.com — A number of stocks jumped in the morning session after dip-buyers moved into beaten-down semiconductor and hardware names following the sector's steepest one-day rout in 19 months.
US stocks rally and recover most of last week’s losses as oil prices swing lower
AI Data Centers Raid Used Turbine Market as New Units Queue to 2031
www.tftc.io — Global turbine orders top 100 GW against 60-70 GW annual capacity. Crusoe just ordered 650 MW of refurbished jet-engine generators. The energy scarcity thesis is no longer theoretical.
Huang’s future raises questions for AI infrastructure industry
aibusiness.com — Possible foreign intelligence targeting at Nvidia raises concerns about CEO succession and chipmaker’s influence over the AI market.
In Focus | Escaping Russia’s web: Central Asia caught between Chinese networks, US curbs
www.scmp.com — Powers including Beijing, Washington and Moscow are competing to supply the region with the energy infrastructure needed to power AI.
A Bill to Make Data Centers Pay for Grid Upgrades is Dividing Democrats as They Gear to Control Congress
www.ibtimes.com — The bipartisan measure would speed energy project approvals while requiring new data centers with demand of at least 20 megawatts to cover additional grid costs.
Data centers need power—lower-income rural residents pay the price
techxplore.com — As the engines of artificial intelligence, large data centers can consume as much power as medium-sized cities, straining grids and prompting expensive upgrades to U.S. energy infrastructure. New research finds that residents, and especially lower-income and rural residents, are disproportionately bearing the costs.
Goldman CEO says AI infrastructure demand remains strong By Investing.com
investing.com — Goldman CEO says AI infrastructure demand remains strong
Goolsbee Says AI Data Center Boom Is 'Old-Fashioned Demand Overheating'
www.tftc.io — Chicago Fed President Austan Goolsbee completed a three-month escalation of his AI inflation warning today. The Fed's blunt rate tool will hit households and miners before it touches hyperscalers.
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