Infineon Raises 2026 Outlook as AI Demand Fuels Growth
Infineon Technologies raises full-year guidance driven by surging AI data center power demand and improving automotive o…
🏷️ AI Data Centers
29 articles about 'AI Data Centers'
Oracle Adds 50 AI Data Centers Worldwide
Oracle announces massive expansion of its cloud infrastructure with 50 new data centers to meet surging enterprise AI de…
AWS Pours $12B Into AI Data Center Expansion
Amazon Web Services commits $12 billion to build new AI-optimized data centers, intensifying the cloud infrastructure ar…
Microsoft Pours $10B Into European AI Data Centers
Microsoft announces a massive $10 billion investment to build AI-optimized data centers across Europe, signaling a major…
Co-Packaged Optics: A Decade Away From Reality?
CPO promises to solve AI data center bandwidth and power crises, but most operators say full adoption could take 10 year…
Microsoft Pours $3B Into European AI Data Centers
Microsoft announces a $3 billion investment to expand AI data center infrastructure across Europe, signaling a major pus…
NVIDIA Blackwell Ultra GPUs Hit Mass Production
NVIDIA begins mass production of its Blackwell Ultra B300 GPUs, promising 1.5x AI inference performance gains for hypers…
HDD and SSD Shortages Force 5-Year Supply Contracts
AI data center expansion is consuming all available storage inventory, pushing customers into unprecedented long-term su…
AI Data Center Loans Are Stress-Testing Big Banks
Major banks like JPMorgan and Morgan Stanley scramble to offload billions in AI data center credit risk as infrastructur…
OPEC+ Agrees to June Output Hike Amid Market Turmoil
OPEC+ has agreed in principle to boost June oil production by 188,000 barrels per day, its first major decision since th…
Lone Tennessee Farmer Blocks TVA Power Line for AI Data Centers
A Revolutionary War-era farm in Tennessee successfully blocked TVA's planned power line expansion driven by surging AI d…
UAE Exits OPEC: How Gulf Tensions Are Reshaping the AI Industry Landscape
The UAE's announcement of its withdrawal from OPEC, compounded by Gulf tensions triggered by the Iran conflict, is profo…