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.
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.
AI-generated summary Yucca Growth Infrastructure released its right to a deadline for action on an air permit regarding Oracle Corp.'s data center in New Mexico. State environmental regulators receive additional time to review the application rather than facing a denial of the permit.
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.
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.
AI-generated summary Neocloud Lambda announced plans to develop a data center campus consisting of four buildings in Lowndes County, Alabama. Lambda says the development will require an investment of $33.1 billion and generate 1,000 jobs for the duration of the project.
AI-generated summary Investment manager VanEck has made available a note arguing that shares in bitcoin mining companies that pivoted to artificial intelligence data center infrastructure are oversold. VanEck emphasizes that grid connection timelines create a scarcity premium on the energy capacity that bitcoin miners already provide.
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.
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.
AI-generated summary Riot Platforms announced an agreement with Anthropic that could require the bitcoin miner to pay 12 percent interest on billions in construction costs. The agreement covers 910 megawatts at the Corsicana campus with capacity arriving in phases through July 2028.
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.
AI-generated summary Nscale released new research surveying 500 United States AI-native leaders regarding how infrastructure choices shape product velocity, engineering capacity, and compliance. Nscale says the findings show that infrastructure has moved from a background operational concern to a strategic decision that shapes scaling capabilities.
AI-generated summary OpenAI announced the publication of its National Community Compact and a Compute Campus Policy Blueprint to guide future AI infrastructure development in the United States. OpenAI says the initiatives are designed to give host communities a meaningful voice, protect families from new costs, and share the economic gains of artificial intelligence.
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.
AI-generated summary Winbond has available plans for construction of a new plant in Kaohsiung to begin in December, with a meaningful production ramp-up not expected until 2030. Winbond says that a single Nvidia Vera Rubin AI data center rack needs some 600 specialized NOR flash memory chips.
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.
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