Articles Tagged “Data Center”
5 articles found
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.