# data centre
Latest news and articles about data centre
Total: 10 articles found
Kehua Data Shortlisted for Central Government Data‑Centre Cooling Framework — A Vote of Confidence for a Domestic Supplier
Kehua Data has been shortlisted for a central government framework to supply data‑centre air‑conditioning for state agency server rooms, a move that bolsters the firm's institutional credentials. The inclusion reflects Beijing’s push to standardize and secure critical infrastructure procurement while raising demand for efficient cooling as public IT workloads grow.
Iran’s Strike on Cloud Infrastructure Signals a New Phase in Hybrid Warfare
A SoMi report claims Iran has attacked Amazon and Microsoft data centres in the Middle East, framing the strikes as retaliation for alleged intelligence-driven attacks against Iranian leadership. The incident highlights the growing dual-use nature of commercial cloud infrastructure and signals a potential shift toward targeting data centres as legitimate wartime objectives, with wide legal, commercial and strategic consequences.
Intel Sees a Server-CPU Boom in 2026 — but Warns of a Supply Crunch by 2027
Intel’s CFO warned that the server-CPU market will grow markedly in 2026 as large-scale server purchases gather pace, while warning that supply will become a bigger constraint by 2027. The outlook underscores robust datacentre demand driven by AI workloads, but also highlights near-term manufacturing and logistics bottlenecks that could shape pricing and vendor strategies.
Fire at AWS Facility in UAE After 'Object Impact' Raises Cloud-Resilience Questions
An AWS data centre in the UAE experienced a fire after an "object impact" that generated sparks and necessitated a power cut during firefighting, with affected services taking hours to restore. AWS says operations in other UAE zones were normal; the incident highlights physical vulnerability of regional cloud infrastructure and prompts a reassessment of redundancy and contingency planning.
Blowout Quarter, Tepid Market: Nvidia’s Strong Results Undercut by AI‑Monetisation Fears and an Uncertain OpenAI Pact
Nvidia posted a stellar quarter driven by its data‑centre GPUs and issued an aggressive revenue guide, yet the stock fell over 5% as investors fretted about the sustainability of AI capex, lofty valuations and uncertainty around a large potential OpenAI investment. The rout hit other chip names too, reflecting concern about demand sensitivity to hyperscaler spending and a market shift from training to inference workloads.
From Foil to Fiber: Listed Dongyangguang Moves to Fold a RMB 280bn Data‑centre Asset into Its Public Shell
Dongyangguang has moved to acquire control of the vehicle that holds Qinhuai Data’s China business — a RMB 280 billion asset the group helped buy in 2025 — by issuing shares and raising funds. The transaction would bring a top‑tier data‑centre operator into the listed company but raises questions about financing, leverage and governance given Dongyangguang’s heavy borrowings and high shareholder pledge ratios.
Meta Commits Over $10 Billion to a 1‑GW Data Centre in Indiana, Betting on an AI‑Heavy Future
Meta will build a 1 GW data‑centre campus in Lebanon, Indiana, with more than $10 billion invested in the facility and nearby community, creating roughly 4,000 construction jobs and 300 permanent roles. The scale of the project signals a strategic push for large‑scale AI and content infrastructure but raises questions about power supply, local benefits and long‑term demand for such massive compute sites.
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
AMD Delivers Record 2025 but Tepid Q1 Guidance Sparks Sell‑Off — China Exports and AI Race Loom Large
AMD closed 2025 with record revenue and profit, driven by strong data‑centre and client CPU performance, but its Q1 2026 revenue guidance — a midpoint implying a small quarter‑on‑quarter decline — disappointed investors. Export restrictions on the MI308 product and limited visibility into future China sales added uncertainty, triggering a sharp after‑hours sell‑off despite management’s bullish long‑term growth targets.
China’s Lanqi Says It Has Built a PCIe 6.0 / CXL 3.0 Active Electrical Cable — A Step Toward Domestic High‑Speed Interconnects
Lanqi Technology says it has developed and system‑validated an active electrical cable compatible with PCIe 6.x and CXL 3.x, claiming a domestic first. The development addresses the signal‑conditioning challenges of next‑generation high‑speed links and signals growing Chinese capability in end‑to‑end datacentre interconnects, though production readiness and ecosystem interoperability remain open questions.