# data centers
Latest news and articles about data centers
Total: 12 articles found
Meta Accelerates Own AI Silicon Push with Four New MTIA Chips, Betting on in‑House Efficiency
Meta announced four new AI chips under its MTIA programme, with MTIA 300 already in production and three further models slated through 2027. The chips aim to accelerate both training and inference for generative features and ranking systems, reflecting a broader industry move toward custom silicon to cut costs and control performance.
Global Chip Sales Surge in January as AI and Cloud Demand Drive a 46% Yearly Jump
Global semiconductor sales rose to $82.54 billion in January 2026, up 46.1% year‑on‑year and 3.7% month‑on‑month, driven largely by AI‑related demand and broader market restocking. The rise strengthens revenues for chipmakers and equipment suppliers but is tempered by cyclical risk and geopolitical considerations that will influence capacity and supply chains.
Oracle’s Big AI Buildout Forces Tough Choices: Thousands of Jobs at Risk as Cash Flow Tightens
Oracle is planning to cut thousands of jobs to ease cash‑flow pressure from a major AI data‑centre expansion led by Larry Ellison. The move underscores the high upfront costs of scaling AI compute and reflects a wider industry trade‑off between aggressive investment and cost discipline.
Nvidia Targets the ‘Inference’ Bottleneck with a New Generation of AI Chips
Nvidia is designing a new class of chips optimized for AI inference, prioritizing latency, throughput and energy efficiency for real‑time model serving. The move aims to lower the cost of running large models at scale and strengthens Nvidia’s position across the AI value chain while intensifying competitive and geopolitical pressures in the semiconductor industry.
Wall Street Edges Up as Amazon’s $200bn Capex Shock Sends Storage Stocks Higher
U.S. stock indexes opened higher while Amazon tumbled over 9% after announcing a $200 billion capital expenditure plan, triggering investor concern. Storage suppliers such as SanDisk and Western Digital gained on expectations of increased demand from cloud and data-centre expansion.
Musk Says Space Will Be the Cheapest Place to Run AI Within Three Years — Here’s Why That Would Upend the Cloud
Elon Musk told a podcast that within 30–36 months running large AI clusters in space will be far cheaper than on Earth, arguing terrestrial power constraints, grid bottlenecks and supply‑chain limits make orbital solar arrays economically superior. He cited higher energy yield from space solar, lower need for batteries, and simpler approvals versus terrestrial PV, while acknowledging engineering and regulatory hurdles remain.
China's Zhiyuan Stages a Robot Gala as Humanoid Industry Moves from Demos to Products
Zhiyuan Robotics will forgo the 2026 Spring Festival Gala to host Robot Wonderful Night, a live-streamed spectacle featuring hundreds of performing robots, as it concentrates resources on embodied intelligence R&D. The event underscores a broader industry pivot from demonstration to productization amid booming forecasts for humanoid robots, rising memory costs driven by AI demand, and shifting infrastructure needs for compute and power.
AI Demand Frays CPU Market: Stable Consumer Prices, Fragmented Server Tightness in Shenzhen’s Huaqiangbei
A Shenzhen market survey finds consumer CPU prices largely unchanged while server CPUs show fragmented pricing moves tied to AI demand and model-specific tightness. Traders are shifting attention to memory amid dramatic DRAM and NAND price increases, and analysts expect continued structural divergence between consumer stability and server-side episodic volatility.
Musk Bundles xAI into SpaceX to Chase a Radical Vision: AI Computes in Orbit
SpaceX has acquired Elon Musk’s xAI with the stated aim of building solar‑powered data centres in orbit, a strategy Musk argues will solve the energy and scale limits of terrestrial AI. The plan links Starlink connectivity and Starship launch capacity into a long‑term bet that could reshape AI compute economics but faces steep technical, regulatory and financial hurdles.
China’s Telcos Near One Million Data‑Centre Racks in 2025 as They Pivot from Cloud to Intelligent Compute Services
China’s three state telecom carriers reported 938,000 externally offered data‑centre racks by end‑2025, up 108,000 year‑on‑year, reflecting a strategic pivot from broad cloud coverage to deeper compute‑network integration. The move aims to deliver intelligent, green and diversified compute services for AI and edge applications while advancing domestic digital infrastructure goals.
OpenAI Bets on Hardware and Ads as Costs Balloon — But the Path to Profit Is Fraught
OpenAI is expanding into advertising and consumer hardware as it confronts surging compute costs and intensifying competition from Google and others. Strong 2025 revenue growth masks large cash burn and funding needs that could force aggressive monetization or deep capital raises over the next 18 months.
Intel’s CEO Concedes Yield Shortfalls as AI Demand Outpaces Supply
Intel CEO Chen Liwu admitted on the Q4 2025 earnings call that the company has not fully met skyrocketing AI-driven demand because product yields are below his expectations. Intel has pledged to make yield improvements a top priority in 2026, but the admission triggered a sharp market reaction and raises competitive and supply-chain risks.