IREN stock plunges 18% as Microsoft raises concerns over data center delays By Investing.com
Investing.com — IREN stock plunges 18% as Microsoft raises concerns over data center delays
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.
‘Total repudiation’: The blue wave is about to hit AI
The Verge — AI companies have a new threat: a wave of Democrats who campaigned against them.
Building_a_Global _Cloud_for_AI_Inference
AMD — Blackfuel creates first AMD-powered inference deployment for more open, outcome-driven future for AI infrastructure
Preparing the data storage layer for scalable AI outcomes
datacenterdynamics.com — Infrastructure challenges continue to affect AI outcomes
Soitec wins UBS upgrade as AI transceiver demand lifts growth prospects By Investing.com
Investing.com — Soitec wins UBS upgrade as AI transceiver demand lifts growth prospects
Elon Musk floats space data centers as Democratic sweep puts pressure on AI trade
'AI infrastructure is no longer just a hyperscaler story': North American IT distribution revenues hit record high on surging AI infrastructure demand
ChannelPro — New IDC research has revealed that IT distribution revenue across the continent increased by 29.2% in Q3
Oracle drops Tencent as cloud client, losing multi-billion-dollar contract - report
datacenterdynamics.com — Comes amidst growing pressure to reduce US companies' ties to Chinese customers
AMD’s networking chief: Never bet against Ethernet
sdxcentral.com — Four decades in networking taught Soni Jiandani to back Ethernet, not on any single company owning the stack
Equinix gains as record bookings bolster AI data centre growth outlook By Investing.com
Investing.com — Equinix gains as record bookings bolster AI data centre growth outlook
Data centers are turning to old jet engines as the wait for power grows
TechCrunch — The years-long wait for access to the grid and new turbines is causing data center builders to turn to an unusual, less efficient and less environmentally friendly solution: once-discarded jet engines.
Please stop asking me when the AI bubble will pop
The Verge — I’m getting some real mixed messages here, boys!
The AI boom is turning fiber-optic cables into hot commodities
Business Insider — AI's growth demands denser optical networks. This increases the need for more fiber across data centers.
Yucca Growth Infrastructure Waives Deadline for Oracle’s New Mexico Air Permit
AMD CEO: We’re helping customers get data center infrastructure
The Stack — Lisa Su: "We are selectively investing with our lead partners where we see it's helpful"
Australians are yet to see the benefits of AI and datacentres – and US midterms show they could be political kryptonite
the Guardian — Albanese should tread carefully as he struggles to make case for how the new technology will benefit ordinary voters
Lambda to develop four-building data center campus in Lowndes County, Alabama
datacenterdynamics.com — Company says it will invest $33.1bn in the state
Oversold bitcoin miners' grid connections carry a massive scarcity premium, VanEck says
Renewable Innovations joins US DOE lab project on fuel cell power for AI data centers
datacenterdynamics.com — Will include a field demonstration at the Sky Data Centers site in Santa Rosa, California
How the midterms could fuel the K-shaped AI trade
CNBC — U.S. midterm results could slow data center development, raising the value of existing AI capacity while increasing pressure on debt-funded neoclouds.
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