Nvidia's Revenue Heavily Influenced by Two Key Customers
Nvidia reported that nearly 40% of its Q2 revenue came from two unidentified customers, highlighting a significant concentration of its sales.
August 30, 2025
Chips & Data Centers
Advancements in semiconductor technology, GPU development, and data center infrastructure that power AI computing capabilities.
Alibaba Develops New AI Chip Amid U.S. Export Restrictions
Alibaba is testing a new AI chip as part of China's efforts to reduce reliance on U.S. technology, following tightened export restrictions on Nvidia's H20 chip.
August 30, 2025
Novacore Innovations Launches India's First GPU Cloud with NVIDIA Blackwell
Novacore Innovations has deployed India's first GPU cloud platform powered by NVIDIA Blackwell servers, marking a significant milestone for the country's AI infrastructure.
August 30, 2025
Data Center Colocation Market Set for Significant Growth by 2032
The global data center colocation market is projected to grow at a CAGR of 15.6% from 2025 to 2032, driven by digital transformation and AI workloads, according to SkyQuest Technology Consulting.
August 29, 2025
Aion Silicon Joins Intel Foundry Accelerator Value Chain Alliance
Aion Silicon has joined the Intel Foundry Accelerator Value Chain Alliance to enhance its ASIC and SoC solutions, announced in a press release.
August 28, 2025
Meta Plans $50 Billion AI Data Center in Louisiana
Meta is set to invest $50 billion in a massive AI data center in Louisiana, as revealed by President Donald Trump during a recent Cabinet meeting.
August 27, 2025
Fermi America and Doosan Enerbility Partner for Nuclear-Powered AI Campus
Fermi America has signed a memorandum of understanding with Doosan Enerbility to support its nuclear-powered AI campus in Amarillo, Texas. The partnership aims to explore cooperation in nuclear power plant and small modular reactor technologies.
August 26, 2025
Vertiv Acquires Waylay NV to Boost AI Infrastructure Solutions
Vertiv has acquired Waylay NV to enhance its AI-driven monitoring and control technologies for power and cooling systems, announced in a press release.
August 26, 2025
Splight Secures $12.4M to Enhance Grid Transmission with AI
Splight has raised $12.4 million to expand its Dynamic Congestion Management technology, aiming to improve grid transmission capacity in the U.S. and Europe.
August 26, 2025
Crusoe Expands AI Cloud Capacity with atNorth in Iceland
Crusoe has expanded its partnership with atNorth to increase AI cloud capacity at the ICE02 data center in Iceland, scaling up to 57MW to meet growing demand.
August 26, 2025
OpenLight Secures $34M to Advance Photonics for AI Data Centers
OpenLight has raised $34 million in a Series A funding round to enhance its integrated photonics technology for AI data centers, according to a press release.
August 26, 2025
Data Center Semiconductor Market to Surpass $500 Billion by 2029
The data center semiconductor market is projected to exceed $500 billion by 2029, driven by global AI demand and compute buildouts, according to a report by Futurum.
August 26, 2025
IBM and AMD Collaborate on Quantum-Centric Supercomputing
IBM and AMD have announced a partnership to develop next-generation computing architectures combining quantum and high-performance computing, as stated in a press release.
August 26, 2025
NVIDIA Introduces NVFP4 for Efficient 4-Bit AI Model Pretraining
NVIDIA has unveiled NVFP4, a 4-bit format designed to enhance AI model pretraining efficiency, offering the precision of 16-bit with the speed of 4-bit.
August 26, 2025
China Expands National AI Network to Boost Economic Growth
China is integrating AI into its economy with a national computing network, aiming to add trillions to its GDP by 2035.
August 26, 2025
Lambda Expands AI Infrastructure with Supermicro and NVIDIA Blackwell GPUs
Lambda has deployed Supermicro GPU-optimized servers, including NVIDIA Blackwell systems, to enhance its AI infrastructure, announced in a press release. This collaboration aims to deliver high-performance AI solutions at scale.
August 25, 2025
Axelera AI Seeks €150M Funding to Boost Edge AI Ambitions
Axelera AI, backed by Samsung and the European Union, is in talks to raise over €150 million to enhance its edge AI capabilities, according to Bloomberg.
August 25, 2025
Fermi America Partners with Parkhill and Lee Lewis for AI Grid
Fermi America has announced a partnership with Parkhill and Lee Lewis Construction to build an 11-gigawatt private AI grid in Amarillo, Texas, according to a press release.
August 24, 2025
Meta Secures 100MW Solar Power for South Carolina AI Data Center
Meta Platforms has signed a deal with Silicon Ranch to develop a 100MW solar farm in South Carolina, powering its upcoming AI data center entirely with renewable energy.
August 23, 2025
Meta Signs $10 Billion Cloud Deal with Google
Meta Platforms has entered a six-year cloud computing agreement with Google Cloud, valued at over $10 billion, according to Reuters. This deal will support Meta's AI infrastructure needs.
August 23, 2025
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