#data_centers

'Building gigawatt data centers in the US is becoming increasingly difficult': Why Orbital is taking AI infrastructure into space to solve power and cooling issues Orbital outlines its vision for space-based AI infrastructure, using solar-powered satellites to overcome energy and cooling limits and scale compute beyond Earth’s grid. #data_centers #Building_gigawatt #increasingly_difficult #issues_Orbital #Orbital_outlines #gigawatt_data #solve_power #solar-powered_satellites #overcome_energy #scale_compute

An ex-programmer’s devastating take on AI data centers is going viral — and it’s hard to ignore A viral speech from an ex-programmer opposing a new Ohio data center highlights the growing backlash against the real-world environmental and economic costs of powering AI #data_centers #Ohio_data #growing_backlash #real-world_environmental #economic_costs #ex-programmer_opposing #center_highlights

Floating data centers cruise a bit closer after a major show of support from Japanese giant Hitachi Japan is advancing floating data center plans using converted ships, with Hitachi support, to address land shortages and growing AI infrastructure demand. #data_centers #Hitachi_Japan #Floating_data #Japanese_giant #converted_ships #infrastructure_demand #giant_Hitachi

'I wouldn't bet against Elon': Cisco CEO Chuck Robbins 'absolutely' wants to put data centers in space Cisco execs are discussing what they need to send data centers to space, but we're a long way off that just yet. #data_centers #Chuck_Robbins #CEO_Chuck #Cisco_CEO #Cisco_execs #space_Cisco #put_data

'Like many small fires': Surge in ultra-hot data centers is creating extreme heat islands that may dramatically alter global climate Hyperscale AI data centers produce significant local heat, affecting over 340 million people and creating immediate environmental challenges globally. #data_centers #million_people #climate_Hyperscale #small_fires #challenges_globally #dramatically_alter #alter_global

Oklo's Stock Could Have Massive Upside, but Is It Worth the Risk? Oklo, a nuclear technology company, is positioned to capitalize on the growing demand for energy driven by the expansion of data centers and artificial intelligence (AI) infrastructure. The company has partnered with Meta Platforms, a major player in the tech industry, to develop a 1.2 gigawatt power campus in Ohio. This collaboration highlights Oklo’s potential to supply clean energy solutions to hyperscalers, which are investing heavily in data centers and AI capabilities. McKinsey estimates that nearly $7 trillion will be spent on data centers by the end of the decade, creating a significant opportunity for companies like Oklo to provide scalable, sustainable energy. Despite the promising outlook, Oklo currently generates no revenue and has not yet turned a profit. Its valuation, which stands at $7.9 billion, may appear high for an unproven business. The company’s first nuclear reactor, a compact and modular power source, is not expected to be operational for at least another year. This timeline raises questions about Oklo’s ability to scale efficiently without depleting its cash reserves. Investors are weighing the potential for substantial gains against the risks associated with investing in an early-stage company with no established revenue streams. The partnership with Meta underscores Oklo’s strategic position in the energy market. Meta’s commitment to expanding its AI capabilities and data center infrastructure aligns with Oklo’s vision of deploying small, efficient nuclear reactors near these facilities. Such a model could address the rising energy demands of data centers while reducing reliance on fossil fuels.#data_centers #meta_platforms #ohio #oklo #mckinsey

(Don't) Mind the gap — Japanese firm tests whether data centers can survive the strains and stresses of the Tokyo metro Tokyo tests modular data centers under railway tracks to address land constraints and evaluate performance under vibration, heat, and noise conditions #data_centers #railway_tracks #Japanese_firm #Tokyo_metro #metro_Tokyo #noise_conditions #Tokyo_tests

Three ways data centers can operate more sustainably How cooling, circularity and smarter workloads can cut data center impact. #data_centers #data #center_impact #smarter_workloads #cut_data

SanDisk's Stock Surges Amid AI and Data Center Demand, Sparks Valuation Debate SanDisk (SNDK) has seen its stock price rise sharply following strong earnings, increased demand for NAND flash memory driven by artificial intelligence workloads, and new multi-year data center supply agreements that signal sustained interest from major cloud service providers. The rally has been part of a broader upward trend, with the stock gaining 14.94% over 30 days, 248.19% in 90 days, and a staggering 1,176.44% in the past year. Analysts attribute this surge to earnings surprises, growing AI infrastructure needs, and long-term contracts with hyperscalers, which have shifted investor perceptions of the company’s growth potential. Despite the recent gains, SanDisk’s stock now trades near analyst price targets, yet it remains undervalued relative to some intrinsic value estimates. Vestra’s analysis suggests a fair value of $717.00, just slightly below the stock’s closing price of $720.17, indicating the market may already be pricing in future growth. This valuation is based on a 30x forward P/E multiple applied to the 2027 consensus earnings estimate of $23.90 per share. The high multiple is justified by SanDisk’s role as a critical player in the AI supply chain, similar to semiconductor companies that command premium valuations. However, the analysis warns that overreliance on aggressive 2027 earnings forecasts could lead to a sharp correction if hyperscaler demand, margins, or data center capital spending falter. A discounted cash flow (DCF) model offers a contrasting view, suggesting the stock is significantly undervalued. The SWS DCF model estimates a future cash flow value of $1,993.28, implying the current price is about 64% below that figure.#data_centers #hyperscalers #ai_infrastructure #san_disk #vestra

Micron Technology and the AI Memory Bottleneck The AI industry is facing a critical supply chain challenge, with memory becoming the primary constraint for data centers, autonomous vehicles, and other advanced systems. Micron Technology (NASDAQ:MU), the only U.S.-based manufacturer of both DRAM and NAND flash memory, is positioned at the heart of this bottleneck. A key factor driving this issue is the production of HBM4, a high-bandwidth memory technology essential for AI applications. A manufacturing trade-off embedded in HBM4 production is causing a structural shift in supply dynamics, making the supply wall more pronounced and elevating the importance of earnings guidance over mere quarterly performance metrics. Memory, once considered a commodity, is now a critical binding constraint in AI development. As demand for high-performance computing grows, the availability of specialized memory solutions like HBM4 has become a limiting factor. This scarcity is exacerbated by the complex manufacturing processes required to produce HBM4, which involves advanced techniques and materials that are difficult to scale quickly. The result is a tightening supply chain that directly impacts the pace of AI innovation and deployment. Micron’s unique position as the sole U.S. producer of both DRAM and NAND gives it a strategic advantage in navigating these challenges. However, the company’s ability to meet rising demand will depend on its capacity to overcome the production hurdles associated with HBM4. Analysts argue that the recent focus on memory bottlenecks highlights the growing interdependence between semiconductor manufacturing and AI infrastructure.#data_centers #micron_technology #hbm4 #ai_industry #autonomous_vehicles

'Space computing, the final frontier, has arrived': Nvidia wants to power the next generation of data centers in space Nvidia has a host of new hardware looking to maximize the potential of space technology. #data_centers #Nvidia #Space #final_frontier #space_Nvidia #Space_computing #space_technology

New studies find Brits are the most anxious when it comes to robots — and they don't want data centers in their back yards either UK adults show widespread unease around robots and local data centers, driven by security, environmental concerns, and limited firsthand exposure. #data_centers #environmental_concerns #find_Brits #firsthand_exposure #studies_find #back_yards #adults_show

Chromebooks and data centers today, Pixel and more tomorrow? Google is betting its entire security stack on open source and OpenTitan, and here's why OpenTitan, an open source silicon root of trust, is now shipping in Chromebooks and planned for Google data center deployment. #data_centers #Pixel #open_source #Chromebooks #centers_today #Google_data #center_deployment

Partnerships with chipmakers and OEMs are essential for constructing next-generation data centers based on advanced semiconductor technology. Aarthi Subramanian, executive director and president of Tata Consultancy Services, emphasized that the company is actively pursuing such collaborations to drive innovation in this space. In a recent discussion, Subramanian highlighted the evolving landscape of industry partnerships, noting that while some collaborations are exclusive, others involve broader participation. She referenced TCS's partnership with AMD, which introduced a rack-scale reference architecture called Helios to India, as a key example of how chipmakers and technology firms are working together. This collaboration underscores the growing importance of partnerships in developing scalable data center solutions. Subramanian also outlined three primary focus areas for TCS in recent months. The first is fostering partnerships between chipmakers and OEMs to establish the foundational infrastructure for advanced data centers. The second involves leveraging cutting-edge technologies, such as AMD’s Helios architecture, to create efficient and high-performance computing environments. The third area centers on expanding OEM collaborations to ensure seamless integration of hardware and software across the entire data center ecosystem. She emphasized that these partnerships are critical for overcoming the complexities of building next-generation data centers, which require not only advanced chips but also robust infrastructure and software solutions. TCS’s efforts in this domain reflect a broader industry trend toward collaboration to meet the demands of emerging technologies like artificial intelligence and cloud computing.#data_centers #tata_consultancy_services #aarthi_subramanian #amd #helios_architecture

'AI has reinvented computing and is driving the largest computing infrastructure buildout in history': Nvidia invests $4 billion in photonics firms as it looks to boost its next generation of AI chips Nvidia commits $4 billion to Lumentum and Coherent, advancing optical interconnects and AI tools for next-generation data centers. #data_centers #Nvidia_invests #Nvidia_commits #advancing_optical #chips_Nvidia #infrastructure_buildout #photonics_firms #optical_interconnects #next-generation_data #reinvented_computing

The new Nvidia age has begun — first Vera Rubin AI chips are rolling out to customers, now let's see what they can do with it Nvidia’s Vera Rubin AI chips reach first customers, combining CPU, GPU, and networking for high-performance AI workloads in data centers. #data_centers #Vera_Rubin #Rubin #GPU #combining_CPU #Nvidia_age #chips_reach

Bitcoin Miner MARA jumps 17% after striking a deal with Starwood to build AI data centers #data_centers #Miner_MARA #Bitcoin_Miner #MARA_jumps #Miner

Sam Altman says plans for data centers in space are 'ridiculous' — is this the start of a new war of words with Elon Musk? Sam Altman dismisses current plans for orbital data centers, citing high launch costs, hardware fragility, and infrastructure limitations. #Sam_Altman #data_centers #Elon_Musk #Musk #Sam #Altman #ridiculous'

Bitdeer sold all its bitcoin to fund its move into AI data centers #data_centers #sold #Bitdeer_sold #Bitdeer #centers

Sam Altman says Elon Musk's idea of putting data centers in space is 'ridiculous' While in New Delhi on Friday, OpenAI CEO Sam Altman said "there will come a time" for orbital data centers, but it won't be anytime soon. #Sam_Altman #CEO_Sam #OpenAI_CEO #data_centers #Elon_Musk #Musk_idea #putting_data