TECHNOLOGY · AI · CYBERSECURITY · THE SYSTEMS SHAPING BUSINESSPage 3 of 4: earlier stories.
The 690-megawatt contract gives Constellation the revenue certainty to seek another license extension for Maryland’s only nuclear plant and to add capacity by 2032.
Bankers told Reuters that the 25% residual-value guarantees Nvidia first floated are not enough, and that early deals in its $500 billion program will need much more protection.
Japan's largest power generator would feed the site from its own LNG supply chain, with Apollo lined up as financing partner and operations targeted for around 2028.
The chipmaker said outside capital remains an option for its U.S. SSD unit and pledged shareholder protections, after a governance group urged it to drop a listing.
Semiconductors made up about half of all shipments, and the country’s nine-month export total has already passed last year’s full-year record.
The RBA's October stability review puts US$1 trillion to US$1.5 trillion of data center obligations in off-balance-sheet vehicles and flags circular deals between chipmakers and their customers.
Revenue nearly quintupled from a year earlier, most of 2027 HBM supply is already contracted at higher prices, and the stock barely moved after hours.
The first Helios order pairs 72 AMD GPUs per rack with Juniper switching, as HPE raises its Juniper savings goal to $800 million.
Democrats blocked the Ratepayer Protection Act as too weak, leaving the House-passed measure stalled while both parties campaign on electricity prices.
The GPU cloud is packaging Weights & Biases, OpenPipe and new agent tools into one platform as it adds Nvidia's newest racks and Vera CPUs.
Project Beehive would cluster about 456 small reactors near Price, roughly 9.6 gigawatts, more than twice Utah’s average generation today.
Amazon becomes lead customer for workload-specific chip blueprints, and Synopsys will earn more as AWS ships more custom silicon.
The Ohio maker of power distribution gear for data centers sold 30 million shares, two-thirds of them from private equity owner Olympus Partners.
The Japanese parts makers will weigh joint development, shared procurement and a possible capital tie-up as Chinese rivals push into passive components.
Standard hardware configured in code is meant to speed delivery of the gear that feeds gigawatt-scale AI campuses, with wide release planned for 2028.
The chipmaker says the increase is the largest in history and expects to use the full amount through fiscal 2028, funded by cash from AI demand.
The design moves agent monitoring onto BlueField-4 DPUs that sit outside the agent's reach, and it has signed up Anthropic, Microsoft and Oracle but not OpenAI.
China’s industry ministry asked firms for purchase plans for the 84GB Blackwell card and signaled approval, The Information reported, though no one has confirmed it.
The chipmaker’s photonics chief says Chinese module makers shipping to U.S. cloud giants are fueling its silicon photonics bet, even as the FCC drafts curbs on those parts.
Economist Stijn Van Nieuwerburgh projects $10.3 trillion of AI infrastructure spending through 2032 and warns that tangled financing could turn project losses into a shared shock.
Thirteen buyer interviews show fast capacity won deals, while hyperscaler ties, compliance gaps and cheaper rivals test how durable that edge is.
A drone strike on a Datagroup site in central Kyiv killed four people, and some Ukrainian companies are now moving data across the border.
Options for Larry Ellison and co-CEOs Clay Magouyrk and Mike Sicilia were struck at $280 and $308, while the stock closed Friday at $137 as AI data center spending drives cash burn.
The notice highlights how power, pipelines and permitting can become schedule-critical dependencies in the race to build multi-gigawatt AI campuses.