Articles Tagged “Data Center”
18 articles found
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.