Tag: data centers
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Samsung Just Bet A Billion Dollars On AI’s Plumbing
Samsung just put a billion dollars into a company most people have never heard of. It is called Helix. Not a chip, not an app, not a model. Helix builds the physical stuff AI actually needs to run: data centers, power generation, transmission lines, the fiber that carries all of it. It launched back in…
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Two Chip Makers Just Solved AI’s Speed Problem
You know that little pause before ChatGPT or Claude starts spitting out words? That gap is not the AI thinking. It is the hardware struggling to keep up. Cerebras just teamed up with a company called Gimlet Labs to fix exactly that. Cerebras builds these massive wafer-scale chips, basically one giant chip the size of…
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This Startup Is Betting Big on Light, Not Wires
Every big AI data center has the same boring problem: the wires. Copper cables that move data between chips get hot, they take up space, and past a certain distance they just cannot keep up with how fast AI clusters need to talk to each other. Ayar Labs thinks light is the fix. The startup…
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Anthropic Just Bet $45 Billion on Staying Ahead
Anthropic just locked in one of the biggest compute deals anyone has signed this year. Forty five billion dollars, over six years, for capacity at a data center Nscale is building out in West Virginia. The power alone, something like 460 megawatts, is enough to run a small city, and all of it is going…
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Nvidia Just Told Its Biggest Customers: Prices Are Going Up
Nvidia just told its biggest customers something they did not want to hear. Servers built around its AI chips are about to cost more than 15 percent more, starting on anything that ships early next year. The reason is not Nvidia being greedy. Memory chip prices are shooting up across the whole industry, and that…
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Nvidia Just Backstopped a $105 Billion AI Data Center
Nvidia just agreed to back roughly $105 billion in financing for a new OpenAI data center going up in Pike County, Ohio. Not $105 billion in cash from Nvidia’s own pocket, a guarantee, the kind that lets OpenAI borrow that money from banks and investors with Nvidia standing behind the loan. The plan calls for…
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Amazon Just Backed One of the Country’s Biggest Gas Plants
Amazon is building its own gas power plant in West Texas, and it exists for one reason, to feed a single AI data center campus in Pecos County. The plant will not be hooked up to the public grid, at least not at first. It just sits next to the servers and runs on its…
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Google’s $15 Billion Data Center Just Hit a Water Wall
Google is building a $15 billion data center hub in Visakhapatnam, India, partnered with Gautam Adani’s group, and the hillside at the site has already been stripped down to red earth and cut into terraces. The project promises up to 188,000 jobs. It is also running straight into a fight over water and wildlife that…
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Four Tech Giants Have Now Spent $1.1 Trillion on AI
Google, Amazon, Microsoft, and Meta have spent a combined 1.1 trillion dollars on AI infrastructure since 2023, and a new report says they’re on pace to add another 745 billion dollars in 2026 alone. Read that second number again slowly. One year is set to nearly match everything the four of them spent across the…
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The Real AI Boom Is Happening With Hard Hats On
Everybody keeps waiting for the next AI headline to be about a smarter chatbot. Turns out the biggest AI story of the moment is about electricians. OpenAI, Google, Meta, and BlackRock are all pouring real money into training programs for electricians and carpenters right now. Meta put $115 million into a workforce academy in Louisiana.…