# data center
Latest news and articles about data center
Total: 4 articles found
Huawei Unveils 'SuperNode' AI and Converged‑Compute Platforms in Barcelona as It Pushes a New Interconnect Standard
At MWC26 in Barcelona Huawei showed two SuperNode products—Atlas950SuperPoD for AI and TaiShan950SuperPoD for converged compute—built on a new UnifiedBus interconnect. The overseas debut signals Huawei’s drive to offer integrated, pod‑level infrastructure to carriers and cloud providers, but broad adoption will hinge on ecosystem support and supply‑chain constraints.
Nvidia’s $68bn Quarter Recasts AI Infrastructure — but China, Competition and Supply Limits Shadow the Rally
Nvidia posted record quarterly revenue of $68.13 billion and GAAP net income of $42.96 billion, propelled by a data‑center business that now supplies over 90% of sales. Management argues falling inference costs from Blackwell and Vera Rubin architectures will drive an era of intelligent agents, even as export controls on China, supply bottlenecks and rising competition present material risks.
Meta Commits $10bn+ to a 1‑Gigawatt AI Data Hub in Indiana — Big Bet on Power, Not Just Servers
Meta has started building a more than $10 billion, 1‑gigawatt data centre in Lebanon, Indiana, to serve AI and core product workloads. The project underscores the massive power, water and infrastructure demands of generative‑AI at scale and highlights the trade‑offs between local impacts and corporate investment.
China Optical-Module Supplier Poised for Near-Double Profit as AI-Driven Data‑Center Spend Surges
Zhongji Xuchuang forecast a near‑doubling of 2025 net profit to RMB 9.8–11.8 billion, driven by surging demand for high‑speed optical modules from data‑centre and compute expansion. The guidance highlights how AI and cloud capex are boosting suppliers in China’s photonics supply chain, though cyclical demand and competitive pressures pose risks to sustainability.