Nvidia Turns AI Compute Into A $500B Wall Street Asset
Nvidia is working with major Wall Street firms to mobilize more than $500B for AI compute infrastructure.
Tag: data centres
Data-Centre Bans Turn AI Compute Into Local Politics in the U.S
More than 500 US towns and counties have reportedly restricted data-centre projects as AI compute demand hits local power, water ...
US Targets Chinese Data-Centre Optics In AI Supply Chain
The FCC is reportedly drafting restrictions on Chinese optical transceivers, pushing the AI infrastructure fight beyond chips.
AMD Data Centre Revenue Doubles As AI Demand Surges
AMD reported record Q2 revenue of $11.5 billion as data-centre sales more than doubled and AI demand pushed its Helios ...
Runware Says Portable AI Pods Can Ease Compute Crunch
Runware has launched Sonic Inference Pod, a modular AI data-centre unit designed to bring inference capacity online faster and closer ...
Samsung Memory Warning Shows AI Chip Shortage May Last Into 2028
Samsung says memory supply could tighten further in 2027 and remain constrained into 2028 as AI data centres absorb more ...
Gabon Data Centre Push Shows Africa Digital Sovereignty Is Becoming Infrastructure
Gabon is advancing a Tier III carrier hotel data centre as African governments push local hosting, submarine cable resilience and ...
Arm Revenue Hits Record As AI Data Centre Demand Lifts Chip Royalties
Arm reported record quarterly revenue as AI data centre demand lifted royalties and strengthened its case beyond smartphones.
New York’s Data Centre Pause Shows AI Infrastructure Is Hitting Politics
New York's pause on large data-centre permits shows how the AI buildout is moving from tech balance sheets into local ...
Anthropic And Meta Reportedly Discuss US$10bn AI Compute Deal
Anthropic and Meta are reportedly in early talks over a potential US$10bn compute lease, showing how scarce AI data-centre capacity ...