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Infrastructure
AMD Posts Record Quarter as Data Center Revenue Carries Growth
Gaming revenue fell 40 percent as higher component prices from AI-related memory shortages squeezed the consumer market.
A building full of servers, storage and networking equipment that runs online services and, increasingly, AI models.
AI data centers draw so much electricity and water that power supply and local permits have become central to where and how fast they are built.
Gaming revenue fell 40 percent as higher component prices from AI-related memory shortages squeezed the consumer market.
Operators face a 24-hour deadline to release reserved capacity when a government commission calls it up, and some are weighing moving sites underground.
Permits allowing higher pollutant limits are being contested, as xAI plans a sevenfold capacity increase by the end of 2027.
Its Dubhe design aims to fit more AI racks into the same floor space by cutting conversion stages and copper cabling.
Georgia Power deal could keep air conditioning running in roughly 700,000 homes during extreme heat, with OpenAI covering the campus costs.
Critics say the measure's fast-track rules would shorten public comment and limit court action on projects labeled essential.
Consumer PC buyers may face tighter supply for longer, as Intel's added output for data centres arrives mostly in the second half of 2027.
The chipmaker would stand behind construction payments if Nscale defaulted, a sign of how hard the sector is working to keep spending on track.
The sell-off reflects doubts about how long PC demand can hold up as memory prices push system costs higher.
Radiation testing and two follow-on satellites in 2027 will determine whether space-based computing can scale beyond a single prototype.
The desktop family is running ahead of plan, but the same capacity shift means fewer client wafers are being built as the PC market contracts.
The outcome could shape how closely large AI infrastructure projects in Finland are scrutinised and how much remediation they must carry out.
The offers come as a separate NAACP suit over unpermitted gas turbines moves forward, and the company denies that the site breaches local noise limits.
Gas-fired power for the buildout could erase roughly 15 years of US power-sector emissions progress, though analysts say the outcome remains uncertain.
The extra 1.1 gigawatts are largely already contracted by Google, Meta and Amazon, but the loan is not final and consumer rate effects are unclear.
The plan hinges on a US export approval for equipment to upgrade the company's Dalian factory in China.
Rising gas prices and tighter grid rules could raise the cost of Anthropic's expansion and, over time, household energy bills.
Investigators say much of the stolen gear may reach countries under US AI export controls, though this is not confirmed.
The structure lets SpaceX add AI hardware through leases rather than traditional debt, with the deal expected to close by year-end.
Eligible employees who accept will leave on December 31, and the company says a further offer could follow if business needs require it.