TECHNOLOGY · AI · CYBERSECURITY · THE SYSTEMS SHAPING BUSINESSPage 2 of 4: earlier stories.
Fourth-quarter sales rose 68% to $566.7 million as neocloud contracts and tight memory supply lifted the former SMART Global Holdings.
The Wyoming deal runs through 2048 and pairs 590 megawatts of grid service with a privately managed microgrid of about 2.1 gigawatts of third-party resources.
Coatue and Blackstone are leading what could be the GPU cloud provider's last private round before a listing it has pushed back to 2027.
At its investor day the chipmaker also lifted its fiscal 2028 goal to $20 billion, well above analyst forecasts, betting on custom AI chips and optical links.
The additions aim to give agents governed business context, though most of the agent features will not ship until the first half of 2027.
The North Dakota-focused AI data center builder expects first power in 2028 and is already pitching the undisclosed Finnish site to hyperscalers.
Visiting Taipei and Hsinchu, AMD's CEO said demand for its processors is still outrunning supply and that partners are now planning three to five years out.
The 380-megawatt unit shipped from Changwon, Korea, and is one of a dozen turbines the Korean manufacturer has contracted to supply to U.S. customers.
The Singapore-based GDS spinout, which Reuters has said was targeting a $20 billion valuation, revealed widening losses as it builds capacity for cloud and AI customers.
The bank says Nvidia and Broadcom can see where their chips land and are unlikely to miss 2027 forecasts, but component makers further down the chain have less warning.
The agreement with Virginia-based AIR Control Concepts centers on air-cooled chillers that lean on outdoor air, and could extend to liquid-cooling hardware.
Third-quarter sales of NT$3.03 trillion beat analyst forecasts, and the iPhone and AI server maker expects AI-related growth to continue into the year-end peak.
Analyst estimates point to a nearly ninefold jump in operating profit, roughly double what the company earned in all of 2025, ahead of Thursday's guidance.
AWS chief Matt Garman paired the Built Together program with a rebuttal of common complaints about water, power prices and diesel generators.
The special purpose vehicle would raise debt and sell a 10% stake to outside investors, moving Grace Blackwell hardware off Amazon's balance sheet while it keeps using the chips.
We Energies says the Point Beach deal would cut fuel costs for other customers, but regulators must still sign off and a rate increase is on the table.
A report that the smallest of the three drive makers will spend about $400 million on capacity hit two of the AI trade's best-performing stocks.
OpenAI's hardware chief says the company chose AMD's x86 server CPU to de-risk its first in-house inference rack, despite close ties to Nvidia and Arm.
Banks will syndicate a $42 billion senior tranche, while Blackstone plans to put about $9 billion of its own funds into an $18 billion junior slice.
The Interior Ministry will rank about 15,000 public systems by importance and run the top tier in two places, a year after a blaze in Daejeon took 95 days to fully recover from.
Counterpoint data put Micron at 24% of second-quarter DRAM revenue to SK hynix’s 25%, while Samsung held the top spot and won back ground in HBM.
The Planet-built prototype will run inference in short bursts on about a kilowatt, while a Joule paper sets out the launch prices orbital data centers would require.
The convertible notes could cover about a third of Anthropic's $125.2 billion TPU lease commitment, and the prospectus flags conflicts from Broadcom acting as both supplier and lender.
The reported five-year, $7 billion lease would be Tencent's largest overseas compute deal and relies on U.S. rules that block chip sales to China but not rentals abroad.