Cisco, Nvidia team up to build fatter, faster pluggable
If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable
The Register8 min read
datacenter
17 stories
The AI math isn't mathing as infrastructure spending forecast to outstrip expected revenue
Analyst predicts 80% of neoclouds will disappear as standalone businesses by 2030
The Register6 min read
European datacenter boom threatens higher energy bills unless governments intervene
Moody's forecasts server farms could consume 17% of Dutch electricity and 30% of Ireland's by 2035
The Register6 min read
Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenario
Data from a16z shows a Jevons paradox in the AI market: token prices keep falling, but H100 GPU rental prices hold steady or climb. Cheaper AI drives demand faster than costs drop. If that demand flattens, the chain from chip makers to cloud providers takes a hit.
The Decoder1 min read
TSMC taps GlobalFoundries to bolster US silicon interposer production in $2B deal
Advanced packaging tech is essential to the domestic production of high-performance semiconductors used in AI datacenters
The Register5 min read
Google teams with nuclear power giant to give reactors a tune-up
Upgraded turbines, generators, and digital controls are expected to unlock an addition 890MW of capacity
The Register5 min read
Schneider Electric drops $22.6B on PTC as datacenter boom rains money on infra companies
Altman-backed Volantis reveals plan to vault the memory wall by baking photonics into AI accelerators 23 hours ago
The Register5 min read
Shut up and take our money: Amazon plows $1B into quashing datacenter dissent
Thou shalt love the datacenter! Verily, thou shalt rejoice in the house of the datacenter!
The Register8 min read
Power approval set to delay Oracle's Wisconsin AI datacenter
Grid connection awaits regulatory approval, putting planned 2027 customer delivery at risk
The Register6 min read
Google launches first datacenter satellite and research that finds orbiting bit barns can work
If SpaceX can launch 1,800 Starships, and researchers nail gnarly networking, design and formation flying problems,
The Register6 min read
Huawei boss claims homegrown AI chip sales top Nvidia in China
The chips may not be as advanced, but they won't get banned at a moment's notice, Eric Xu says
The Register7 min read
Responsible infrastructure at hyperscale: Managing the full lifecycle of Azure hardware
Microsoft is advancing Azure cloud infrastructure with more efficient systems and Circular Centers that extend the useful life of datacenter hardware. The post Responsible infrastructure at hyperscale: Managing the full lifecycle of Azure hardware appeared first on Microsoft Azure Blog.
Microsoft Azure Blog4 min read
America is planning more AI datacenters than its chip supply can fill
Satellite imagery shows construction accelerating, but advanced packaging could cap 2027 deployment in the low 20s of gigawatts
The Register6 min read
Broadcom Rides Rocketing Trend For Custom AI Accelerators
Back in March, when looking out into the future of the custom XPU and networking ASIC chips as well ...
Next Platform8 min read
NEC tests parking tech that only starts charging once you exit your car
PLUS: Infosys to wear Crocs for a decade; Fujifilm may quit printers; 2GW datacenter debuts in western China; and more!
The Register AI7 min read
Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest
Microsoft on Wednesday reported $90 billion in revenue for the quarter ended June 30, an increase of 18 percent, lifting its stock more than 7 percent in after hours trading.
The Register AI6 min read
Meta Superintelligence – Leadership Compute, Talent, and Data
Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite seemingly unlimited resources, Meta has been falling behind foundation labs in model performance.
SemiAnalysis14 min read
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