PC Chips Are Making a Big Comeback. How to Play It. A Durable Cycle. Hi everyone. For the last three years, the artificial ...
Morgan Stanley estimates that the cooling cost per rack will rise from $49,860 for Nvidia’s GN300 NVL72 to $55,710 for the ...
Lenovo says that traditional datacenters are not fit for purpose, and must evolve to future-proof businesses across EMEA.
With Super Micro Computer experiencing a drop of -11% in just one day, it is prudent to reassess its position in relation to ...
Qualcomm reported its fourth quarter earnings after the bell on Wednesday, beating expectations on the top and bottom lines.
Shares of U.S.-based AI server company Super Micro Computer ($SMCI) came under pressure after the company reported ...
There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. One is ...
“InP laser capacity is constrained across the industry,” Anderson said, before predicting that the firm’s InP device output ...
NVIDIA’s GB300 “Blackwell Ultra” NVL72 isn’t just another AI server—it’s a power-hungry monster that needs serious cooling muscle to keep it running. Each rack combines 72 GPUs and 32 Grace CPUs, ...
Super Micro Computer's Q1 FY2026 revenue misses estimates amid shipment delays, but full-year outlook rises. Check out why I ...
The buildout of AI infrastructure in the Asia-Pacific is in high gear. Masayoshi Son and Mukesh Ambani are among the region's ...
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KKR, Singtel plan one of Asia’s biggest data center deals at $3.9 billion
KKR and Singtel are reportedly in final talks to take over ST Telemedia Global Data Centres in a deal that may top S$5 ...
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