# Data%20Centers
Latest news and articles about Data%20Centers
Total: 65 articles found
Beyond the Processor: How the AI Arms Race is Reconfiguring the Global Memory Market
SanDisk CTO Alper Ilkbahar warns that the AI race has become 'memory-centric,' leading to an unprecedented shift where major tech firms are signing multi-year supply deals to avoid shortages. The industry is preparing for the launch of High Bandwidth Flash (HBF) in 2025, a technology designed to provide cost-effective memory solutions for AI inference.
The Memory Supercycle: AI Infrastructure Propels Global DRAM Revenue to Record $100 Billion Milestone
Global DRAM revenue surged 80% in Q1 2026 to nearly $100 billion, driven by the explosive growth of AI data centers and high-bandwidth memory demand. With prices expected to rise another 50% in Q2, the industry is entering a historic supercycle led by Samsung, SK Hynix, and Micron.
China Sets the Pace for Green AI: Beijing Leads Global Standard for Computing-Power-Electricity Synergy
China has successfully initiated a new international standard project at the ITU focusing on the integration of computing power and electricity for smart cities. This framework aims to solve the energy-intensity problems of the AI age by synchronizing data center demand with green energy supply.
The Trillion-Dollar Silicon Bet: Mapping the AI Infrastructure Boom Through TSMC’s Lens
Analyses of TSMC's production data suggest that global AI capital expenditure is on track to surpass $1.1 trillion by 2027. This infrastructure boom is fueled by the transition to more complex architectures like Nvidia’s Rubin and the increasing value of advanced packaging technologies.
Fueling the AI Engine: Lingyi iTech’s Salcomp Unveils Next-Generation Power Infrastructure
Lingyi iTech's subsidiary Salcomp has launched a comprehensive range of AI server power solutions at a major industry summit in Shenzhen. This move signifies the company's strategic pivot from consumer electronics toward the high-growth, high-margin AI infrastructure market.
The Power Behind the Throne: Why Battery King CATL is Betting Billions on DeepSeek
Battery giant CATL is reportedly leading a funding round for AI startup DeepSeek that could value the firm at $45 billion. The deal highlights a strategic convergence between energy infrastructure and artificial intelligence as power demand becomes a critical factor in scaling LLMs.
Beyond the Joystick: Nvidia Folds Gaming into Edge Computing as AI Pivot Reaches Final Form
Nvidia has officially reclassified its gaming revenue into a new Edge Computing category, reflecting a strategic shift away from its consumer graphics roots. This move highlights the overwhelming dominance of the company's data center and AI business, which now provides the vast majority of its growth.
Nvidia’s $81 Billion Record Fails to Sate a Market Addicted to Miracles
Nvidia reported a record $81.6 billion in quarterly revenue, driven by a 92% surge in its data center business, yet its stock fell as investors grew wary of plateauing margins. The company is pivoting toward 'AI Agents' and sovereign AI projects to sustain growth while using a massive $80 billion buyback to appease Wall Street.
China’s Optical Giants Race Toward a 12.8T Future as AI Demands Reshape the Global Hardware Stack
Chinese optical communication leaders are debuting ultra-high-speed 12.8T and 6.4T modules to meet the exploding demand for AI infrastructure. As the industry enters a technological 'super cycle,' silicon photonics and co-packaged optics are emerging as the dominant solutions for the next generation of data centers.
The AI Circulatory System: Optical Giants Pivot to 12.8T as 'Super Cycle' Takes Hold
The 21st Optics Valley Expo highlighted a generational 'super cycle' in optical communications, with manufacturers showcasing 12.8T pre-research designs to meet AI demand. Driven by exploding token usage and cloud CAPEX, the industry is shifting toward high-capacity architectures like CPO and 1.6T modules.
Huawei’s Energy Chief Issues a Reality Check: The AI Revolution Will Be Won or Lost on the Power Grid
Huawei Digital Energy President Hou Jinlong warns that energy infrastructure is the ultimate limit of AI growth, advocating for a massive shift toward high-voltage architectures and liquid cooling to support the next generation of AI data centers.
The AI Backbone: Why China’s Optical Fiber Boom is Redrawing the Global Compute Map
China's optical fiber and module industry is experiencing a historic boom driven by the AI revolution, with specialty fiber prices increasing tenfold and order books filled through 2028. With a dominant global market share, Chinese firms are becoming indispensable providers of the high-speed interconnects required for modern AI data centers.