AI Chips & Data Centers

NVIDIA says it plans to manufacture some AI chips in the U.S. The company has commissioned over a million square feet of manufacturing space in Arizona and Texas to build and test AI chips. Nvidia's CEO, Jensen Huang, said that adding American manufacturing helps meet the growing demand for AI chips and strengthens the supply chain. Mass production at the new facilities is expected to ramp up in the next 12-15 months, with plans to produce up to half a trillion dollars of AI infrastructure in the U.S. within four years. Read more: https://lnkd.in/e6uiY9h6 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aichips #datacenters

Micron Technology has started mass production of its fifth-generation HBM3E chips for NVIDIA. These chips will be used in Nvidia's upcoming AI accelerator, the Blackwell Ultra. Micron is the second supplier to provide these chips to Nvidia, following SK hynix, while Samsung Electronics is still in the qualification stage. Read more: https://lnkd.in/eHTxVDu2 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aichips #datacenters

ResetData has chosen Nokia to support the development of AI data centers in Australia. Nokia's technology, including the 7750 SR-1x router, will help facilitate high-speed data transfers and reduce energy consumption in these centers. ResetData, backed by Centuria Capital Group, plans to deploy these AI facilities across Australia, starting in Melbourne. Karl Kloppenborg, CTO at ResetData, said they needed a partner committed to sustainability and capable of scaling operations nationally, which they found in Nokia. Vach Kompella from Nokia said the company is prepared to meet the data demands of AI infrastructure as they expand into digital infrastructure markets. Read more: https://lnkd.in/eeia7q_k 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aistartup #aichips #datacenters #gpu #datacenterpower

Equinor has launched a new business unit to consolidate its power generation assets. The company is combining its renewable and flexible power assets to support growth in AI and data centers. CEO Anders Opedal said this move strengthens their competitiveness and value creation in the power market. Helge Haugane will lead the new unit, focusing on integrating technologies and markets for profitable growth. Read more: https://lnkd.in/esmaTkmS 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #datacenters #datacenterpower

Vertiv Holdings launched AI-focused systems to improve data center performance. The new products, including Vertiv™ Unify software and the SmartRun Solution, contributed to a 17% rise in the company's stock. Analysts predict a 13.6% annual revenue growth and an increase in profit margin from 6.2% to 14.9% over the next three years. Despite the stock's current price of US$62.9, it remains below the consensus analyst price target of US$124.92. Read more: https://lnkd.in/eHtYNk2n 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aichips #datacenters

NVIDIA plans to build AI infrastructure worth up to $500 billion in the U.S. over the next four years. The company will collaborate with partners like TSMC to produce its Blackwell AI chips in Arizona and establish supercomputer manufacturing plants in Texas. Nvidia CEO Jensen Huang said that American manufacturing will help meet the growing demand for AI chips and supercomputers, strengthen the supply chain, and create jobs. Read more: https://lnkd.in/eqxfqbDU 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aichips #datacenters

China has announced an $8.2 billion AI funding program aimed at challenging U.S. chip companies NVIDIA and Broadcom. The funding will focus on early-stage AI projects and developing semiconductor expertise to boost China's self-sufficiency in chip production. This initiative is part of China's broader strategy to accelerate its AI ambitions and reduce reliance on Western technology amid ongoing trade tensions with the U.S. Read more: https://lnkd.in/eHP2VAuk 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aistartup #aifunding #aichips #datacenters

Goodman Group has hired Kraig Knight as EVP of data center operations. Knight, previously with Microsoft, will lead the design, development, and deployment of Goodman's data center operations globally. CEO Greg Goodman said Knight's expertise will enhance the company's operational capabilities in line with their 5GW global power bank. Knight expressed excitement about joining Goodman, highlighting the opportunity to improve speed-to-market and operational flexibility for customers. Read more: https://lnkd.in/ekviMFEk 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #datacenters #datacenterpower

US regulators have denied a rehearing request regarding an Amazon data center's energy pact with Talen Energy. The decision blocks the data center from increasing its power use beyond 300 megawatts from Talen's nuclear plant in Pennsylvania. Talen Energy plans to appeal the decision in the Fifth Circuit, according to spokesperson Taryne Williams. Read more: https://lnkd.in/evK6Z3St 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #datacenters #datacenterpower

The U.S. Senate has introduced a draft bill proposing emissions fees for data centers supporting blockchain and AI operations. The "Clean Cloud Act" aims to reduce the environmental impact of energy-intensive computing by setting emissions standards for large data centers and crypto mining facilities. Facilities that exceed the proposed emissions thresholds would face financial penalties, with fees starting at $20 per ton of CO2 equivalent. Critics argue the bill unfairly targets certain sectors, while some crypto mining firms are pivoting towards AI to leverage existing infrastructure. Read more: https://lnkd.in/exW-Bfyg 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aichips #datacenters #gpu #datacenterpower