Data Center News
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Chinese data-center manufacturers are looking at the U.S. AI construction boom with a different proposition: build most of the data center in a factory, ship the modules to the site and assemble them like an industrial product. The approach is the focus of the CNBC report supplied with this story. Brightray, a Singapore-registered AI infrastructure…
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Anthropic’s race for AI compute is becoming a long-duration infrastructure commitment rather than a sequence of short cloud purchases. A confidential IPO filing reviewed by Reuters shows the Claude developer plans at least $518 billion of AI infrastructure spending over roughly the next decade, with much of the obligation structured as non-cancelable commitments. Compute contracts…
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MicroVision is taking technology developed for lidar and aiming it at one of AI infrastructure’s fastest-growing bottlenecks: moving data between accelerators without burning excessive power. Its Scantinel subsidiary has introduced an external laser small form-factor pluggable module, or ELSFP, designed to provide a centralized and serviceable light source for co-packaged optics. A lidar photonics platform…
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Lattice Semiconductor is preparing to show an open management architecture for AI data centers that reaches from low-level silicon and firmware all the way to rack-scale telemetry, security and infrastructure control. The demonstrations are scheduled for the 2026 OCP Global Summit in San Jose from October 12 through October 15. The AI rack is becoming…
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The most durable asset created by the Bitcoin mining boom may not be an ASIC at all. It may be the energized land, substations and grid access surrounding it. A new Reuters Breakingviews analysis says the widening AI power shortage is putting a premium on exactly the infrastructure miners spent years assembling. The scarce asset…
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Infineon and Eaton are pushing silicon-carbide power electronics deeper into the AI data center, pairing Infineon SiC devices with Eaton’s MVSST 2.0 medium-voltage solid-state transformer for emerging 800 VDC power architectures. In the companies’ September 29 announcement, Infineon said it will supply SiC power devices for Eaton’s MVSST 2.0 platform targeting deployments in Asia-Pacific and…
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Spectrum is turning an existing cable-network footprint into distributed AI infrastructure, activating compute across a network that can reach more than 1,000 smaller edge data centers already embedded in its operations. The company says the footprint can place accelerated computing within roughly 10 milliseconds of 500 million connected devices in homes and businesses across the…
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Samsung Electronics and five Samsung affiliates are committing a combined $1 billion to Helix Digital Infrastructure, adding one of South Korea’s largest industrial groups to a platform built to finance and develop the physical systems behind hyperscale artificial intelligence. The company says Samsung Electronics will provide $500 million, while Samsung C&T, Samsung Life Insurance, Samsung…
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Cerebras Systems and Gimlet Labs plan to deploy roughly 100 megawatts of wafer-scale AI inference capacity, giving the young cloud company a large new pool of specialized compute built around Cerebras’ CS-4 systems. The chipmaker says the agreement will make Gimlet a launch partner for CS-4, while independent reporting says the hardware is expected to…
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Dutch deep-tech company Morphotonics has raised more than €40 million in Series B funding as it scales its large-area nanoimprint lithography platform beyond augmented-reality displays and into optical components for AI data centers. The company says the financing will accelerate manufacturing technology for AR waveguides, co-packaged optics and other next-generation photonic applications. Independent reporting says…
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xAI’s Memphis AI buildout is becoming an energy-storage project on the scale of a power plant. Satellite imagery reviewed by Canary Media shows 720 Tesla Megapack containers at the Colossus 2 campus, while xAI and local utility officials have described a multi-gigawatt-hour battery system designed to let the supercomputer shed grid load when electricity is…
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Schneider Electric’s new Motivair WCDU delivers up to 3.5 MW of cooling per unit and can coordinate up to 20 units for 30–40 MW AI data halls.
