Articles Tagged “Data Center”
29 articles found
Applied Digital Q1 Revenue Jumps 322% on AI Data Centers
Applied Digital (APLD) reported fiscal Q1 2027 revenue of $341.9 million, up 322%, with 1.41 GW of AI data center capacity leased and $36B contracted.
Google Constellation Nuclear Deal: 890 MW for the AI Era
Google and Constellation signed a 20-year deal for 890 MW of new nuclear capacity from reactor uprates, backed by $4.3B of investment, with power by 2028.
Jabil Fiscal 2026 Results: $36B Revenue and AI Growth
Jabil closed fiscal 2026 with $36.0B revenue, up 21%, and guided fiscal 2027 to about $44.5B as AI data center demand drives its manufacturing business.
Akamai Anthropic Deal: What the $11.6B Commitment Buys
Akamai’s 7-year Anthropic agreement targets CPU workloads, with $11.6 billion committed and expansion potential. Here’s how the spending terms differ.
Fujitsu MONAKA Puts 144 Arm Cores on Sale in November
Fujitsu's 2nm MONAKA server CPU packs 144 Armv9 cores and claims twice the AI inference throughput of rival CPUs at half the power. On sale in November.
GlobalFoundries and Marvell Expand Vermont SiGe Fab
GlobalFoundries and Marvell expanded a multi-year deal to add silicon germanium capacity in Vermont for 200G-per-lane AI data center optics.
SK hynix Explores First US Memory Production at Intel
Reuters reports SK hynix is weighing memory manufacturing at Intel's Ohio site. The company confirms it is exploring options but nothing is signed.
Qualcomm Amazon Deal Ties a $4B Warrant to Chip Orders
Qualcomm shares rose 3% after Amazon took warrants on 25 million shares at $161.26, with vesting tied to purchases counted up to $60 billion by 2036.
Server Market Hits a Record $166.3B in Q2 2026, Up 52%
IDC says worldwide server revenue rose 52% to a record $166.3 billion in Q2 2026, with GPU systems taking 53% of revenue at an average $170,200 each.
d-Matrix Raptor XPUs Join Nvidia's NVLink Fusion Racks
d-Matrix will build its Raptor inference XPUs around Nvidia NVLink Fusion and MGX racks, with 3 TB/s per-XPU bandwidth and availability in Q4 2027.
Solid-State Cooling Uses Waste Heat, Not Electricity
A KIT and Tsukuba prototype cools using only waste heat, hitting a 13 K span in the refrigerant with zero electrical input. Published in Nature Energy.
Intel Diamond Rapids Packs 256 Cores for Agentic AI
Intel's Hot Chips 2026 lineup pairs a 256-core Diamond Rapids Xeon with Crescent Island, a 350W inference GPU holding up to 480GB of LPDDR5X.
Nvidia Vera Rubin NVL72 Targets 30x Tokens Per Watt
Nvidia detailed the Vera Rubin NVL72 rack at Hot Chips 2026: 72 GPUs, 2 ZFLOPS of NVFP4 inference and up to 30x more tokens per megawatt.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
StarFive Dubhe-100 Is a Server-Class RISC-V CPU Core
StarFive's Dubhe-100 is an RVA23-compliant RISC-V core hitting 15 SPECint2006 per GHz, with a 15-stage out-of-order pipeline and KVM already running.
Cerebras CS-4 Packs Three Wafer-Scale Chips in a Rack
The Cerebras CS-4 puts three WSE-3 Turbo wafers in one rack for 750 PFLOPS, and Cerebras clocks 4,400 tokens per second per user on GPT-OSS-120B.
Baidu GPU Cloud Revenue Jumps 283% in Q2 2026
Baidu's Q2 GPU Cloud revenue rose 283% year over year and AI Cloud Infra grew 50% to RMB 7.3B, as the AI business becomes the company's core engine.
Cisco Q4 Revenue Hits Record $17.3B as AI Orders Surge
Cisco posted record Q4 revenue of $17.3 billion, up 18%, and booked $9.3 billion in hyperscaler AI infrastructure orders in fiscal 2026, up 4.5x.
TSMC July Revenue Jumps 44.7% to a Record $14.5 Billion
TSMC posted NT$467.58 billion in July revenue, up 44.7% year over year, running ahead of its own raised full-year growth target of just over 40%.
Firmus Raises $2B for Renewable-Powered AI Factories
Firmus closed a fully subscribed $2 billion round at a $10.5 billion valuation to build renewable-powered AI data centers across Asia-Pacific.
MACOM Revenue Jumps 36% on Data Center Optical Demand
MACOM posted $342.2M in fiscal Q3 revenue, up 35.8% year over year, and guided fiscal Q4 to as much as $425M on strong data center optical demand.
AMD Secures Up to 2.5 GW of AI Data Center Capacity
AMD signed a 15-year deal on July 28 for up to 2.5 GW of Core Scientific data center capacity, worth about $14 billion in contracted revenue.
Hut 8 Beacon Point Campus Fully Leased in $9.8B AI Deal
Hut 8's second 352 MW lease commercializes the full 1 GW Beacon Point campus, taking campus base-term contract value to $19.6 billion over 15 years.
Csquare IPO Raises $1.05B for Data Center Buildout
Csquare priced its NYSE IPO at $21 a share for about $1.05 billion, debuting under CSQR as a carrier-neutral colocation pure play with 64 facilities.
Anthropic and SpaceX Strike a 300 MW Colossus 1 Compute Deal — 220K GPUs Coming Online for Claude
Anthropic announced on May 6, 2026 a deal with SpaceX to take all of the compute capacity at the Colossus 1 data center — 300 MW and over 220,000 NVIDIA GPUs landing within the month.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.
Ayar Labs Raises $500 Million to Mass-Produce Optical AI Interconnects — Backed by NVIDIA and AMD
Ayar Labs closes a massive Series E to scale optical chiplets that replace copper connections with light, delivering up to 20x more bandwidth per watt for AI data centers.
Dell Posts a Record Quarter as AI Server Revenue Surges 342 Percent to $9 Billion
Dell's Q4 revenue hits $33.4B with AI server orders reaching $64B for the year, validating that enterprise AI spending is translating into real hardware demand.
Nvidia Reports Q4 Earnings Today — Wall Street Expects $65 Billion in Revenue and All Eyes Are on Guidance
Nvidia’s fiscal Q4 FY26 earnings drop after market close today. Analysts expect $65.7B revenue and $1.53 EPS, but forward guidance will move the stock.