How the memory crisis is strangling the UK's data center boom With DRAM prices on the rise, UK data center leaders must adapt their infrastructure strategies now. #data_center #memory_crisis #DRAM_prices #infrastructure_strategies #center_boom #center_leaders
It's not just a RAM crisis — Panasonic says data center batteries are also selling out months in advance Panasonic expands lithium-ion and supercapacitor production to meet future data center power needs, responding to AI infrastructure pressures worldwide. #RAM_crisis #data_center #pressures_worldwide #advance_Panasonic #Panasonic_expands #expands_lithium-ion #supercapacitor_production
'Congress is way behind where it should be in understanding the nature of this revolution and its impacts': New bill from Bernie Sanders and AOC wants to try and pause US data center construction Sanders and AOC are proposing to ban data center construction while the US gets to grips with AI regulation. #Congress #data_center #data #Bernie_Sanders #center_construction #Sanders #construction_Sanders #ban_data #AOC #center
Senator Bernie Sanders announces bill to pause US data center construction: 'AI and robotics will impact our economy, our democracy, our privacy rights... even our very survival as human beings on this planet' 'I fear that Congress is totally unprepared for the magnitude of the changes that are already taking place.' #data_center #Senator #construction #Bernie_Sanders #Senator_Bernie #Sanders_announces #center_construction #announces_bill #Bernie #Sanders
Cipher Digital stock rises 9% on new data center deal with Hyperscale tenant #data_center #Cipher_Digital #Hyperscale_tenant #Digital_stock #stock_rises
Data Center Developer Looks West Applied Digital, a data center developer, is investing $75 million in power system upgrades in eastern North Dakota as part of its plans to expand operations into the western part of the state. The company will fund the construction of an electrical substation and high-voltage powerline necessary for its new data center project located near Interstate 29, between Fargo and Harwood. The project involves collaboration with Minnkota Power Cooperative, which will own and operate the new infrastructure. A representative from Minnkota highlighted the significance of the investment, stating that the upgrades will provide substantial benefits to the regional power grid and other customers. Ben Fladhammer, a Minnkota spokesperson, emphasized that the infrastructure improvements will support the southern Red River Valley, enhancing reliability and capacity for the area’s energy needs. The initiative reflects Applied Digital’s strategic focus on leveraging North Dakota’s abundant renewable energy resources and its growing demand for data storage and processing capabilities. The company’s expansion plans align with broader trends in the tech industry, where data centers are increasingly relying on remote, energy-efficient locations to meet rising computational demands. The power upgrades are expected to address potential bottlenecks in the existing grid, ensuring that the data center can operate efficiently while also contributing to the stability of the regional electricity network. This development underscores the intersection of technological growth and infrastructure investment, highlighting how advancements in data infrastructure can drive economic and energy sector progress.#data_center #interstate_29 #applied_digital #minnkota_power_cooperative #north_dakota
The AI Race Is Pressuring Utilities to Squeeze More From Europe’s Power Grids As data center developers queue up to connect to power grids across Europe, network operators are experimenting with novel ways of clearing room for them. #data_center #Power_Grids #Pressuring_Utilities #network_operators #center_developers #developers_queue #clearing_room
Microsoft is using UK innovations and breakthroughs to build the next generation of AI infrastructure MicroLED is transforming data center connections and Hollow Core Fiber is improving long-distance transmissions. #data_center #Hollow_Core #Core_Fiber #long-distance_transmissions #infrastructure_MicroLED #transforming_data #center_connections
Sandisk Stock Poised for Explosive Growth as AI Demand Drives Memory Market Expansion Sandisk, a leading provider of NAND flash storage solutions, is emerging as a key player in the artificial intelligence (AI) infrastructure boom. The company’s stock has surged over 1,600% in the past year, driven by rising demand for memory and storage solutions from hyperscalers and data centers. Analysts believe the stock’s rally could continue as AI adoption accelerates, positioning Sandisk for significant valuation growth in 2026. The AI revolution has shifted focus from GPUs to memory and storage components, which are critical for handling the massive data demands of large-scale AI models. While GPUs remain central to AI development, the infrastructure supporting these models—such as high-speed memory and storage—has become equally vital. Sandisk’s NAND flash storage chips are now essential for AI servers, enabling rapid data access during inference workloads. This shift has created new opportunities for the company, which is expanding its presence in the data center market. Sandisk’s recent financial performance highlights its growing relevance in the AI space. During its fiscal second quarter ending January 2, 2026, the company reported that 85% of its revenue came from consumer electronics and edge computing segments. However, its data center division, which provides memory solutions for cloud infrastructure, grew by 64% quarter-over-quarter. Though currently contributing only $440 million in quarterly sales compared to $2.6 billion from other segments, the data center division is expected to see explosive growth as hyperscalers invest heavily in AI-driven data centers. The NAND flash memory market is projected to grow from $59 billion in 2026 to $76 billion by 2031, reflecting a 5.3% compound annual growth rate.#data_center #ai #hyperscalers #sandisk #nand_flash
Meta Planning New Round of Layoffs Across the Company: Sources Sources indicate that Meta Platforms, Inc. is preparing for another wave of layoffs across its operations, with potential impacts affecting 20% or more of its workforce. The decision comes amid rising costs associated with the company’s investments in artificial intelligence technologies. The layoffs are reportedly being considered as part of broader cost-cutting measures aimed at managing financial pressures linked to the development and deployment of AI systems. While specific details about the affected departments or regions remain unclear, the move is seen as a response to the growing expenses tied to research and infrastructure for AI initiatives. Industry analysts have noted that the tech sector has been grappling with increased operational costs, particularly in areas like cloud computing and data center expansion. Meta’s recent focus on AI has required significant capital allocation, which has raised concerns about the company’s financial sustainability. The potential layoffs are expected to be part of a strategy to reallocate resources and streamline operations. The news has sparked discussions about the broader implications for the tech industry, with some observers suggesting that similar cost-cutting measures may become more common as companies navigate the challenges of AI development. However, the exact scale and timing of the layoffs remain uncertain, pending further official announcements from Meta.#cloud_computing #data_center #artificial_intelligence #meta_platforms_inc #ai_development
Oracle and OpenAI drop plans for mega Stargate AI US data center Abilene, Texas will probably top out at 1.2GW, meaning OpenAI can focus on developing new data center campuses with newer chips. #data_center #center_Abilene #mega_Stargate #newer_chips #meaning_OpenAI #drop_plans
Morgan Stanley changes its Nvidia position for the rest of 2026 Wall Street just handed Nvidia (NVDA) a major vote of confidence. Morgan Stanley analyst Joseph Moore reinstated Nvidia as the firm's top semiconductor pick on the heels of a recent market shift. The move comes as the tech sector grapples with evolving investor sentiment amid broader economic uncertainties. Moore's analysis highlights the company's strong fundamentals, including robust demand for its graphics processing units (GPUs) and artificial intelligence (AI) technologies. The analyst emphasized that Nvidia's position in the data center and gaming markets remains resilient, despite ongoing macroeconomic headwinds. The decision to reclassify Nvidia as a top recommendation follows a period of volatility in the semiconductor sector, driven by concerns over global supply chain dynamics and shifting demand patterns. Moore noted that Nvidia's ability to innovate and adapt to emerging technologies, such as generative AI and high-performance computing, has positioned it favorably for long-term growth. The analyst also pointed to the company's expanding footprint in cloud infrastructure and autonomous systems as key differentiators. This adjustment in Morgan Stanley's stance reflects a broader trend of institutional investors recalibrating their exposure to tech stocks amid fluctuating market conditions. While some analysts have expressed caution about overvaluation in the sector, Moore argued that Nvidia's diversified revenue streams and strong balance sheet provide a buffer against economic downturns. The analyst's confidence in the company's ability to navigate challenges is echoed by other industry observers, who highlight Nvidia's leadership in cutting-edge hardware development.#data_center #morgan_stanley #nvidia #joseph_moore #semiconductor_sector
Another Oracle data center issue was apparently to blame for latest TikTok outage After TikTok sees issues in the US for the second time in a little more than a month, another Oracle outage was apparently to blame. #data_center #Oracle_data #Oracle #apparently #Oracle_outage #center_issue #latest_TikTok
Nvidia reports a truly astonishing $193.7 billion in annual data center revenue in its latest earnings call, up 75% year on year, while little old gaming brought in $16 billion I think it's obvious why us gamers are perhaps not team green's top priority right now. #earnings_call #data_center #Nvidia_reports #annual_data #center_revenue #latest_earnings #gaming_brought
This is the first PCIe 6.0 SSD you can actually buy and by 'you' I mean hyperscalers — Micron 9650 can reach 28GBps read speeds and will only be used for AI inference Micron has launched the 9650, the first PCIe 6.0 SSD built for hyperscale AI inference workloads and high-bandwidth data center storage. #data_center #SSD #Micron #SSD_built #read_speeds #center_storage #inference_Micron #high-bandwidth_data #inference_workloads #PCIe
How rising complexity is reshaping the role of data center services The capacity to install, integrate, monitor and maintain hardware directly influences long-term performance. #data_center #long-term_performance #rising_complexity #center_services #maintain_hardware #hardware_directly
Oh dear - the recent TikTok outage was due to an Oracle data center going down Severe winter weather caused a power outage at an Oracle data center, knocking many TikTok features offline for days. #data_center #Oracle_data #Severe_winter #Oracle #winter_weather #weather_caused
Meta and Microsoft both blew their data center budgets last quarter. Wall Street is only mad at one of them. The Big Tech rivals are spending more than ever, but analysts are more concerned about Microsoft at the moment. #Microsoft #Wall_Street #Big_Tech #data_center #center_budgets #Meta #quarter
