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META is aggressively investing in AI infrastructure, deploying efficient liquid cooling and AI-driven optimization to manage energy costs and support high-compute services. Despite high capital expen…
Microsoft is aggressively increasing AI and data-center capital expenditures to meet demand, which pressures free cash flow. While long-term growth potential remains strong, the higher spending on in…
AMD acquired MEXT, a memory technology startup, to resolve expensive AI memory bottlenecks by making flash storage behave like DRAM. This strategic acquisition enhances efficiency and lowers costs fo…
Navitas Semiconductor partnered with Nvidia’s MGX ecosystem to improve AI server power efficiency. While the collaboration validates Navitas's GaN technology for high-density data centers, analysts w…
Navitas Semiconductor (NVTS) is collaborating with Nvidia to integrate high-efficiency power chips into the Nvidia MGX ecosystem. This technology addresses critical energy challenges in AI data cente…
NVIDIA introduced the DSX platform, a comprehensive, end-to-end infrastructure solution for building AI factories. By integrating hardware, software, and facility design tools, the platform aims to r…
Nvidia is investing $6.5 billion into photonics technology to enhance AI infrastructure efficiency. By replacing traditional electrical signals with light, Nvidia aims to reduce power consumption and…
Amazon launched Alexa Shopping features, introduced business credit cards, secured long-term power deals for data centers, and expanded AWS Connect partnerships to enhance operational efficiency and …
NVIDIA collaborates with Schneider Electric and AVEVA to advance AI data center infrastructure, launching new designs and digital twin technologies to optimize power, cooling, and operational efficie…
Cadence Design Systems partnered with Microsoft to launch an advanced LPDDR5X memory IP system improving AI and data center performance, marking a key memory architecture breakthrough with strong lon…
Microsoft's $7.5 billion AI investment in Canada supports First Tellurium's innovative thermoelectric technology for AI data centers, enhancing energy efficiency through waste heat conversion, aligne…
Super Micro expands manufacturing and liquid cooling to support Nvidia's AI platforms, enhancing data center efficiency and accelerating delivery, boosting Nvidia's AI infrastructure performance and …
SMCI's advanced AI data center tech powered by NVIDIA's Blackwell Ultra drives long-term growth despite near-term earnings pressure from costs and ramp-up expenses.