datacenters
11 articles about datacenters in AI news
Jensen Huang: Orbital datacenters have cooling solved by 'space in space'
Jensen Huang says orbital datacenters' cooling problem is solvable because 'there's a lot of space in space,' pointing to radiative panels in vacuum.
Dario Amodei Predicts AGI by 2028, Cites 'Mythos' Step Change
Dario Amodei predicts AGI by 2028, citing a step-function advance in 2026. He envisions millions of autonomous agents in datacenters.
CPU Demand Flipping the AI Narrative as Datacenter Growth Shifts
A new analysis from SemiAnalysis indicates CPU demand is rising in AI datacenters, reversing a narrative of GPU-only dominance. This shift signals changing workload patterns and infrastructure priorities.
ERCOT datacenter requests exceed grid capacity by 5x
ERCOT datacenter requests far exceed grid underwriting capacity, per @SemiAnalysis_, revealing grid approval as a binding constraint on AI infrastructure buildout.
Datacenter Developers Flee City Zoning for Unincorporated County Land
Datacenter developers are siting projects on unincorporated county land to avoid city zoning delays, redrawing the AI infrastructure map per @SemiAnalysis_.
NVIDIA Feynman GPU Power Semi Content Hits $191K, 17× Blackwell
NVIDIA Feynman GPUs require $191K in power semiconductors per system, 17× Blackwell, driven by 800V DC architecture shift.
Microsoft's Fairwater AI Data Center Launches Early, Boosts Azure Capacity
Microsoft has launched its Fairwater AI data center ahead of schedule. The facility adds significant high-performance computing capacity to Azure's AI infrastructure, crucial for training and running large models.
AI Datacenter Spend Hits 5-7 Manhattan Projects Yearly at $250-300B
Inflation-adjusted global datacenter CapEx reaches $250-300B annually, equivalent to 5-7 Manhattan Projects per year. This quantifies the unprecedented infrastructure investment driving the AI boom.
IOWN Forum Pushes All-Photonic WAN for AI Neocloud Interconnects
The IOWN Global Forum is focusing its optical networking tech on datacenter interconnects, aiming to let GPU 'neoclouds' and financial firms use cheaper, remote facilities without latency penalties for AI workloads.
OpenAI Expands Funding Round to $120B, Adds Andreessen Horowitz, TPG Ahead of Potential 2026 IPO
OpenAI has added $10B to its record funding round, bringing the total to over $120B. CFO Sarah Friar told CNBC this could be the company's final private raise before a potential IPO later this year.
OpenAI Shifts Sora Team to World-Model Research, Reportedly Cancels Video Model for Compute
A report claims OpenAI has redirected its Sora team to focus on world-model research for robotics and canceled the video model to free compute for a new, powerful LLM codenamed 'Spud.'