Data Center News
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Supermicro, IBM and NVIDIA report up to 56× faster time to first token with shared flash KV caching in a specified 120B-parameter AI benchmark.
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Infineon and SOLUM are developing 800 V DC data-center power systems, including a 26 kW converter with a 2027 production target.
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OCP approves two Credo- and Oracle-led optical diagnostics standards. They define link-health telemetry and remote messaging, but deployment and measured reliability gains remain future tests.
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IREN reports $200 million of AI Cloud revenue as Bitcoin mining contracts. Its contracted $4 billion annualized-revenue goal shifts to 2027 while GPU infrastructure funding needs remain.
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OpenAI says future campuses it owns and operates will disclose electricity and water use, publish noise studies, and offer financial assurances for grid costs.
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Vertiv signs a three-year Infineon silicon and silicon-carbide semiconductor supply agreement to support 800 V DC AI power systems. Financial terms and volumes remain undisclosed.
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Envision says its integrated 800V DC electrical system now powers live AI workloads in China. The operating scale is undisclosed; the 3GW campus remains a future target.
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Astera Labs posts $584.9 million of third-quarter revenue as its Scorpio 320-lane fabric switch becomes its largest product line, with production and forecasts carefully distinguished.
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Google plans US$15 billion in new Malaysian data-center investment over 2027–28, with proposed clean power, water infrastructure and training. Delivery milestones remain ahead.
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Google plans $15 billion in Malaysian data centers and supporting infrastructure during 2027–2028, alongside new clean power and water projects.
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TeraWulf secured a Google credit backstop and signed Fluor for construction of its 401 MW Kentucky AI campus under Anthropic’s 20-year lease.
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Riot Platforms signs a 15-year $28 billion Corsicana powered-land lease covering 910 MW of IT capacity. The deal is not an electricity purchase agreement.
