data centers

Europe’s AI data centers move far from cities as power drives site decisions

Dallas-Fort Worth has unseated Northern Virginia as the world's leading data center market, according to new reports from Cushman & Wakefield and JLL Jones Lang LaSalle Incorporated, as insatiable demand for AI computing power reshapes the geography of digital infrastructure…

States and nations freeze data center builds amid AI power surge

A growing wave of governments and regulators across the globe are freezing, restricting, or banning new data center construction as concerns over electricity costs, water supplies, and community impacts intensify alongside surging AI demand. From state capitals across the United…

You're all caught up

You've seen all the main stories from the past 2 days.

Nvidia’s new role as AI’s banker tested in Wednesday earnings

When Nvidia reports fiscal second-quarter results on Thursday, August 20, the numbers alone will be historic. Management has guided to roughly $91 billion in revenue, plus or minus 2 percent — a 95 percent increase from the year-ago quarter. But…

Microsoft’s AI chips sit idle as data center builds lag

Microsoft has spent billions positioning itself as the infrastructure backbone of the artificial intelligence era, but an investigation by The Guardian has exposed a gap between those ambitions and reality: thousands of advanced AI chips are sitting idle in inventory…

Singapore launches data center powered by living human neurons

A consortium of three organizations launched what they describe as the world's first independently operated biologically integrated server rack on Monday in Singapore, marking a step toward computing infrastructure powered by living human neurons rather than conventional silicon chips alone.

Nvidia begins full production of co-packaged optics switch for AI data centers

NVIDIA has moved its Spectrum-X Ethernet Photonics platform — a co-packaged optics (CPO) Ethernet switch — into full production, marking what the company says is the first CPO networking switch to reach volume manufacturing for AI data centers.

Nvidia, Google and Microsoft unite on 800V power standard for AI data centers

The race to build artificial intelligence infrastructure has hit an unexpected wall — not at the power plant or along transmission lines, but inside the data center itself. A report published August 5 by Thornburg Investment Management argues that the…

Mistral AI launches European compute coalition targeting 1 GW by 2030

French artificial intelligence company Mistral AI on Tuesday unveiled a sweeping infrastructure expansion designed to turn European AI sovereignty into a commercial product, announcing regional inference endpoints, a priority service tier with uptime guarantees, and a coalition of enterprises whose…

Gas turbine orders hit record quarter on data center boom

Global gas turbine orders reached a record in the April-to-June quarter, totaling approximately 38 gigawatts — up 29 percent from the first quarter and 71 percent from the same period a year earlier — as demand for electricity driven by…

Bitdeer files $1B share program amid reported Anthropic deal

Anthropic has reportedly agreed to a six-year, $10 billion computing capacity deal that will see a 133-megawatt data center built at Bitdeer Technologies Group's Tydal campus in Trøndelag, Norway, according to Bloomberg reporting first published on August 4. The facility…

Anthropic, Macquarie and GIC launch data center venture

Anthropic has partnered with Macquarie Asset Management and Singapore's sovereign wealth fund GIC to build dedicated data centers for its Claude AI platform, the companies announced Monday.

DeepSeek resumes $8B funding round at $74B valuation

Chinese artificial intelligence startup DeepSeek has revived its second external funding round, seeking close to $8 billion at a valuation of approximately 500 billion yuan ($74 billion), with Hong Kong-based Monolith Management in talks to participate, Bloomberg News reported on…

  • 2 mins

AI power swings are breaking data center equipment, report finds

The rapid power swings generated by artificial intelligence workloads are breaking critical infrastructure at data centers, prematurely destroying batteries, generators, and cooling systems in ways the industry did not anticipate, according to a Bloomberg investigation published Thursday based on interviews…

Power and memory, not chips, now limit AI buildout

The bottleneck holding back artificial intelligence is no longer the processor. It is everything else — memory, power, and the geopolitical scaffolding required to move chips across borders.

DeepSeek signals ‘significant’ price hike for AI services

DeepSeek, the Chinese AI startup that rattled the industry with rock-bottom pricing, announced on Thursday that it will raise prices across its API services "in the near future," marking a strategic reversal for a company that had defined itself by…

Siemens posts record profit and orders, raises guidance

Siemens reported its highest-ever quarterly industrial profit and record new orders on Thursday, beating analyst forecasts across the board and prompting the German industrial conglomerate to raise its full-year earnings guidance for the second time this fiscal year.

AMD posts record $11.5B quarterly revenue as data center sales more than double

Advanced Micro Devices reported record second-quarter 2026 revenue of $11.54 billion on Tuesday, a 50% year-over-year increase driven by surging demand for AI infrastructure, even as shares fell on Wednesday as investors weighed whether the chipmaker can close the gap…

AI investment in emerging markets hits record $8.8B in first half of 2026

Private investors are channeling record sums into artificial intelligence infrastructure across the developing world, with deal volumes in the first half of 2026 surpassing the full-year total for 2025, according to data from the Global Private Capital Association.

Chinese optical stocks sink on reported US import ban

Shares of Chinese optical module makers fell sharply on Wednesday after Reuters reported that the Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, triggering a broad selloff across the sector.

Bernstein lifts AI server forecast, sees $1T market by 2028

Bernstein has raised its forecast for global server and GPU AI server shipments, projecting compound annual growth rates of 15% and 22% respectively through 2028, as AI infrastructure spending enters what analysts describe as an unprecedented expansion phase.

Anthropic signs $10B deal with Nvidia-backed cloud startup Volta

Anthropic is rapidly assembling one of the largest computing footprints in the AI industry, pairing a $200 billion five-year spending commitment with Google Cloud Alphabet Inc. alongside a newly disclosed $10 billion contract with Nvidia -backed cloud startup Volta Infra…

Copper surges within 1% of all-time high on AI demand

Copper prices climbed to within striking distance of their all-time highs on Monday, driven by intensifying demand from artificial intelligence infrastructure buildouts in the United States and China that have tightened an already constrained global supply picture.

Nvidia says it began mass production of co-packaged optics

NVIDIA Senior Vice President Gilad Shainer announced on Monday that the company has commenced mass production of Co-Packaged Optics, a technology that integrates optical communications directly alongside switch chips to deliver higher bandwidth with less power consumption. The milestone marks…

Kioxia forecasts $11.8B quarterly profit as AI memory demand surges

Kioxia Holdings said on Friday it expects to report operating profit of 1.89 trillion yen ($11.78 billion) in the July-September quarter, as runaway demand for memory chips from AI data centers continues to supercharge the Japanese chipmaker's earnings.

MediaTek approves $5 billion to fund AI data-center chip push

MediaTek, Taiwan's largest chip designer, said on Friday its board had approved a discretionary financing budget of $5 billion to support long-term growth, including its expansion into AI chips for data centers.

Arm shares rebound after record Q1 revenue, AI chip demand surge

Arm Holdings reported record first-quarter fiscal 2027 revenue of $1.29 billion on Wednesday, up 22% year-over-year, as surging demand for its energy-efficient chip designs in AI data centers more than offset growing weakness in the smartphone market. The results sent…

DeepSeek plans massive 1-gigawatt data center in Inner Mongolia

China's DeepSeek is planning to build a massive artificial intelligence data center in Ulanqab, Inner Mongolia, a move that would mark one of the largest single computing infrastructure buildouts by the startup that has emerged as a formidable rival to…

Schneider Electric raises full-year outlook after record H1

Schneider Electric on Thursday reported record first-half 2026 results and raised its full-year outlook, citing booming demand from cloud companies building data centers to support artificial intelligence workloads.

EU opens $11.4B tender for seven AI gigafactories

The European Union on Thursday formally opened a bidding process for the construction of seven AI gigafactories, offering 10 billion euros ($11.4 billion) in public funding as the bloc seeks to close a widening gap with the United States and…

Microsoft signs $130B in data center leases in one quarter

Microsoft disclosed more than $130 billion in new data center leases during its fiscal fourth quarter, its largest single-quarter jump in leasing commitments by far, as the company races to build out infrastructure for artificial intelligence.