Tag: datacenters
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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: Schneider Electric pumps $700M into US ops as AI datacenter demand surges
Source URL: https://www.theregister.com/2025/03/26/schneider_electric_ai_investment/ Source: The Register Title: Schneider Electric pumps $700M into US ops as AI datacenter demand surges Feedly Summary: Meanwhile, Apple is lining up ‘$1B’ of Nvidia Blackwell Ultra kit Schneider Electric plans to spend $700 million through 2027 to expand its US operations and bolster the supply of its power equipment necessary…
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The Register: Datacenter vacancies hit record low as power shortages stall projects
Source URL: https://www.theregister.com/2025/03/19/datacenter_vacancy_record_low/ Source: The Register Title: Datacenter vacancies hit record low as power shortages stall projects Feedly Summary: Supply chain and tariffs issues could spell trouble across multiple markets, warns JLL Analysis Despite ongoing construction efforts, the North American colocation datacenter market is grappling with record-high occupancy rates. This surge in demand, coupled with…
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The Register: Schneider Electric plugs into AI’s power hunger with Nvidia digital twin tech
Source URL: https://www.theregister.com/2025/03/19/schneider_electric_nvidia_digital_twin/ Source: The Register Title: Schneider Electric plugs into AI’s power hunger with Nvidia digital twin tech Feedly Summary: Because guesswork won’t keep the lights on GTC Schneider Electric has developed a digital twin system to simulate how an AI datacenter operates in order to accurately design for the appropriate power requirements.… AI…
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The Register: Nvidia punts silicon photonic switches to keep GPUs fed with data
Source URL: https://www.theregister.com/2025/03/18/nvidia_punts_silicon_photonic_switches/ Source: The Register Title: Nvidia punts silicon photonic switches to keep GPUs fed with data Feedly Summary: Power sipping bandwidth bottleneck busters – or that’s the hope, anyway GTC Nvidia is set to make available Ethernet and InfiniBand switches featuring silicon photonics with co-packaged optics to advance its vision of datacenters with…
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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: 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: 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…