Tag: datacenter
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The Register: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop
Source URL: https://www.theregister.com/2025/03/14/ai_datacenter_frenzy/ Source: The Register Title: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop Feedly Summary: Billions continue to pour into bit barns across the globe Fears that AI may be a bubble about to burst have yet to dent datacenter investment, with a handful of new developments…
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The Register: Microsoft tempted to hit the gas as renewables can’t keep up with AI
Source URL: https://www.theregister.com/2025/03/13/microsoft_natural_gas_ai/ Source: The Register Title: Microsoft tempted to hit the gas as renewables can’t keep up with AI Feedly Summary: So much for ‘carbon negative by 2030’ Microsoft says there is plenty of wind and solar to power datacenters in the US, but it is still eyeing natural gas generation as it juggles…
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The Register: Nvidia won the AI training race, but inference is still anyone’s game
Source URL: https://www.theregister.com/2025/03/12/training_inference_shift/ Source: The Register Title: Nvidia won the AI training race, but inference is still anyone’s game Feedly Summary: When it’s all abstracted by an API endpoint, do you even care what’s behind the curtain? Comment With the exception of custom cloud silicon, like Google’s TPUs or Amazon’s Trainium ASICs, the vast majority…
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The Register: Cerebras to light up datacenters in North America and France packed with AI accelerators
Source URL: https://www.theregister.com/2025/03/11/cerebras_dc_buildout/ Source: The Register Title: Cerebras to light up datacenters in North America and France packed with AI accelerators Feedly Summary: Plus, startup’s inference service makes debut on Hugging Face Cerebras has begun deploying more than a thousand of its dinner-plate sized-accelerators across North America and parts of France as the startup looks…
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The Register: Do you DARE? Europe bets once again on RISC-V for supercomputing sovereignty
Source URL: https://www.theregister.com/2025/03/07/dare_europe_risc_v_project/ Source: The Register Title: Do you DARE? Europe bets once again on RISC-V for supercomputing sovereignty Feedly Summary: €240M found for three-year sprint to develop three chiplets for HPC, AI A 38-strong group of tech players have founded a project with the snappy name Digital Autonomy with RISC-V in Europe, aka DARE,…
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The Register: CoreWeave rides AI wave with IPO filing – but its fate hinges on Microsoft
Source URL: https://www.theregister.com/2025/03/04/coreweave_ipo/ Source: The Register Title: CoreWeave rides AI wave with IPO filing – but its fate hinges on Microsoft Feedly Summary: GPU farm discloses 77% of revenue tied to just two customers, putting Redmond giant front and center GPU cloud provider CoreWeave has filed for a proposed initial public offering (IPO) in the…
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The Register: Microsoft warns Trump: Where the US won’t sell AI tech, China will
Source URL: https://www.theregister.com/2025/02/28/microsoft_trump_ai_exports/ Source: The Register Title: Microsoft warns Trump: Where the US won’t sell AI tech, China will Feedly Summary: Rule hamstringing our datacenters is ‘gift’ to Middle Kingdom, vice chair argues Microsoft would like the Trump administration to row back AI export restrictions introduced by his predecessor that affect countries where the cloud…
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The Register: Nope. You probably can’t cash in by turning your office or farm into a datacenter
Source URL: https://www.theregister.com/2025/02/27/real_estate_datacenter_conversion/ Source: The Register Title: Nope. You probably can’t cash in by turning your office or farm into a datacenter Feedly Summary: Bit barn developer says your real estate can’t take the heat, and forget nuking it to change that APRICOT 2025 Sorry to be the bearer of bad news, but if you…
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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,…