Tag: datacenter capacity
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The Register: Hyperscalers to eat 61% of global datacenter capacity by decade’s end
Source URL: https://www.theregister.com/2025/06/25/hyperscaler_datacenter_capacity/ Source: The Register Title: Hyperscalers to eat 61% of global datacenter capacity by decade’s end Feedly Summary: Cloud and AI demand propel rapid buildout as on-prem share drops to 22% Hyperscale operators are expected to account for 61 percent of all datacenter capacity by 2030, thanks in part to the growth of…
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The Register: Oracle’s $40B Nvidia hardware haul may be too hot for OpenAI’s Abilene, Texas DC to handle
Source URL: https://www.theregister.com/2025/05/27/oracle_openai_40b/ Source: The Register Title: Oracle’s $40B Nvidia hardware haul may be too hot for OpenAI’s Abilene, Texas DC to handle Feedly Summary: 400,000 of Nvidia’s GB200 Superchips are gonna need a bit more than 1.2GW of datacenter capacity Oracle will reportedly shell out around $40 billion on Nvidia’s most advanced GPUs to…
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The Register: AI infrastructure investment may be $8T shot in the dark
Source URL: https://www.theregister.com/2025/05/01/ai_dc_investment_gamble/ Source: The Register Title: AI infrastructure investment may be $8T shot in the dark Feedly Summary: McKinsey warns datacenter binge could overshoot actual demand as execs scramble to keep up with hype A report from consultancy McKinsey & Company highlights the widespread unease over AI, pointing to the bewildering sums being invested…
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The Register: Why wait to build a datacenter when you can just unpack one?
Source URL: https://www.theregister.com/2025/04/15/prefab_datacenters/ Source: The Register Title: Why wait to build a datacenter when you can just unpack one? Feedly Summary: Prefab SmartRun kit from Vertiv promises 85% faster deployment and fewer plumbing headaches With rack space at a premium amid unrelenting demand for datacenter capacity, more modular solutions are hitting the market to speed…
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The Register: Microsoft walking away from datacenter leases (probably) isn’t a sign the AI bubble is bursting
Source URL: https://www.theregister.com/2025/03/26/microsoft_ai_apocalypse/ Source: The Register Title: Microsoft walking away from datacenter leases (probably) isn’t a sign the AI bubble is bursting Feedly Summary: Why lease space that can’t power or cool 120kW racks – or the next-gen 600kW monsters? Comment Microsoft has walked away from negotiations to lease two gigawatts worth of datacenter capacity…
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The Register: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure
Source URL: https://www.theregister.com/2025/02/25/shaking_off_wall_street_jitters/ Source: The Register Title: Despite Wall Street jitters, AI hopefuls keep spending billions on AI infrastructure Feedly Summary: Sunk cost fallacy? No, I just need a little more cash for this AGI thing I’ve been working on Comment Despite persistent worries that vast spending on AI infrastructure may not pay for itself,…
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The Register: London has 400 GW of grid requests holding up datacenter builds
Source URL: https://www.theregister.com/2025/02/10/london_has_400_gw_of/ Source: The Register Title: London has 400 GW of grid requests holding up datacenter builds Feedly Summary: And up to 70% of stalled energy generation projects are unlikely to be approved, claims regulator Ofgem While the UK government wants to turbocharge datacenter construction, a newly published report says there are already 400…