# data centres
Latest news and articles about data centres
Total: 13 articles found
Shanghai Bets on AI: Tencent Executive Says the City Has ‘All‑Round’ Advantages for an AI Boom
Tencent vice‑president and Shanghai political adviser Li Qiang says the city has comprehensive advantages in AI — spanning chips, compute, data and talent — and is a welcoming place for AI startups and professionals. Shanghai’s mix of universities, capital markets and corporate R&D positions it to translate research into commercial AI products, even as chip supply constraints and regulatory issues temper prospects.
Oracle Doubles Down on AI: Plans Up to $50bn Raise to Build Massive Cloud Capacity for OpenAI and Others
Oracle intends to raise $45–50 billion in 2026 through equity-linked securities, common stock and a senior bond to expand cloud capacity for large AI customers including OpenAI. The move highlights the enormous capital required for AI-scale data centres and has intensified investor concerns about returns, credit risk and the feasibility of the company’s expansion plans.
AI Data‑centre Build‑outs Drive Chinese Optical‑Module Profits to Historic Peaks — But Growth Is Uneven
China's leading optical‑module makers have issued 2025 profit forecasts that reflect a surge in demand from AI data‑centre deployments. Xinyisheng and Zhongji Xuchuang expect historically large, core‑business‑driven profit gains, while Tianfu Communication posts solid but smaller growth, underscoring an uneven competitive landscape.
Musk Bets on Orbit: Pushing AI Compute from Data Centres to Satellites
Elon Musk is accelerating plans to relocate some large‑scale AI computing into orbit, arguing that intelligence density has been greatly underestimated. The idea could become economically viable within a few years as launch costs fall, but it faces serious technical, regulatory and geopolitical hurdles.
Alibaba Stakes a Claim in Nuclear Power to Secure an AI Advantage
Alibaba has taken a stake in a large nuclear power project as part of a broader push by Chinese tech firms to secure the baseload electricity needed for large AI deployments. China’s industrial capacity in power equipment and fast delivery gives its companies an edge in the global struggle for compute, reframing energy as a core element of AI competitiveness.
China’s Telecom Sector Shifts Gears: Slow Revenue Growth Masks Fast Build‑out of 5G, Cloud and Data‑Center Capacity
China’s telecom sector reported only 0.7% revenue growth in 2025 to ¥1.75 trillion, but underlying activity rose sharply: real telecom output grew 9.1% and investment in 5G, gigabit fibre, data centres and cloud services accelerated. The industry is shifting from legacy voice and SMS to cloud, IoT and industrial connectivity, with heavy capacity build‑out and rising R&D and standards influence.
Feeding the Machine: How AI’s Rise Depends on Low‑paid Labor and Vast Natural Resources
James Muldoon’s reporting reframes generative AI as a large‑scale extraction system that depends on low‑paid labour, unconsented creative material and vast energy and water resources. The phenomenon deepens global labour competition, concentrates managerial control, and risks reproducing Western cultural biases unless regulated.
NVIDIA’s Jensen Huang Says AI Build‑out Could Lift Tradespeople Into Six‑Figure Pay Brackets
NVIDIA CEO Jensen Huang warned that the build‑out of AI infrastructure will push demand for on‑site skilled trades—electricians, plumbers and HVAC technicians—so high that they could earn six‑figure annual salaries. The observation underscores that AI’s expansion creates major labour and logistical pressures in the physical infrastructure layer, with implications for wages, training and the costs of deploying large models.
Nvidia’s Jensen Huang at Davos: AI Is Not a Bubble—It’s a Trillion‑Dollar Infrastructure Build
At Davos, Nvidia CEO Jensen Huang argued that current AI spending is the start of a vast infrastructure build rather than a speculative bubble, outlining a five‑layer model from energy to applications. He predicted trillions in additional investment, flagged GPU shortages and supply‑chain pressures, and pushed for national "AI sovereignty" while saying automation will create high‑paid technical roles even as some white‑collar jobs are displaced.
China Stocks Open Higher as Chip and Storage Names Lead a Tech-Heavy Rally
Chinese stock markets opened higher as semiconductor and storage‑chip stocks outperformed, buoyed by company profit forecasts and plans to expand wafer‑level packaging capacity. Broader market moves were uneven, with commodity and precious‑metals names lagging and speculative small‑caps showing continued volatility.
Chinese Researchers Report New Refrigeration Effect That Could Cut Data‑centre Carbon Costs
Chinese scientists have reported a new refrigeration phenomenon, the "dissolution‑pressure card effect," in Nature, which could inform low‑carbon cooling solutions for energy‑hungry data centres. The discovery is scientifically notable but requires engineering, validation and scale‑up before it can deliver concrete operational or climate benefits.
Huang Says AI Boom Will Lift Trades' Pay — but White‑Collar Risk Lingers
At Davos, Nvidia CEO Jensen Huang argued that the AI era will generate vast data‑centre construction and maintenance demand, lifting wages for skilled trades into six‑figure territory. Industry leaders agree the physical build‑out will create local jobs, but warnings from AI executives underscore a simultaneous risk of large‑scale displacement among entry‑level white‑collar roles.