TECHNOLOGY · AI · CYBERSECURITY · THE SYSTEMS SHAPING BUSINESSThe chips, power, networking and buildings behind AI capacity.
The warning from Mohsen Rezaei came as talks to end the war stalled, months after drone strikes damaged Amazon Web Services facilities in the UAE and Bahrain.
The reported stake would deepen ties with a chipmaker whose next-generation Raptor accelerators are already slated to plug into Nvidia's own server racks.
The Nvidia-backed AI data center operator will turn to private funding after fund managers balked at its price and its projected debt load.
Apollo and Blackstone are among the lenders in early talks, and Oracle is separately working on an off-balance-sheet structure to lease the chips it needs.
Preliminary figures make Samsung the first Korean company above 100 trillion won in a quarter, powered by HBM4 for Nvidia and higher DRAM prices, while phones lag.
The company bought a RELLIS campus project whose previous developer went bankrupt and plans a liquid-cooled center for research, defense and health care work.
The five-year agreement gives TSMC customers a U.S. source for a key AI packaging part, with volume output from GF's Malta fab due in the first half of 2028.
A memory-exhaustion bug in DCGM Exporter lets unauthenticated requests crash GPU monitoring, and a startup found about 12,000 GPUs advertising their details to the internet.
About 530 hectares were felled or prepared at Muhos and Kajaani-Otanmäki before environmental assessments finished, and heavy site work must stop by Oct. 23.
Both companies tied their commitments to the Energy Department's Genesis Mission, though Nvidia has not said how its five-year total divides among cash, hardware and computing.
The Sasovo site in Russia's Ryazan region lost power after a reported Ukrainian attack, and Yandex told cloud customers to shift workloads elsewhere.
Shipments rose 60.9% for a 35th straight month of growth, and nine-month exports have already passed the island's total for all of 2025.
Monthly figures put quarterly revenue near NT$1.49 trillion, above the Bloomberg consensus and, by our rough conversion, above the top of TSMC's July guidance.
The French company says one of the two leading AI labs has signed on as anchor customer for a site that starts at 200 MW and could grow to 600 MW.
The data center developer still posted a $221 million GAAP loss, driven largely by its ChronoScale unit, and raised $1.59 billion in notes for a third building.
The AI cloud provider will be the sole tenant of three new buildings at a Navi Mumbai campus, with an option to double its capacity there; first power is due in mid-2028.
A sale worth several billion dollars could leave Toshiba buying a critical drive part from its biggest rival, and analysts say regulators may balk.
Workers at the memory maker's Taiwan site want 15% of operating profit shared with staff and say any strike may come with little warning.
Working with Hyundai Engineering, KT Cloud plans liquid-cooled GPU halls west of Seoul as part of its goal of more than 1 gigawatt of AI capacity by 2031.
Lisa Su pitched pairing AMD processors with Korean neural processing units for inference systems, and named MangoBoost as AMD's first local cloud partner.
Samsung has floated HBM4 asking prices about three times what current HBM3E chips fetch, according to The Korea Herald.
A 20-year contract pays for 890 megawatts of new output from existing plants, and a separate 15-year deal adds 2,700 megawatts on the PJM grid.
The reported financing would pair about $10 billion of bank loans with $30 billion of investment-grade debt and is not expected to close until 2027.