AWS posts Q3 revenue up 19% from a year ago, $110 billion annual run rate
Amazon delivered better-than-expected third quarter earnings as its AWS unit showed sales growth of 19%.
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Is AI data center buildout a case of irrational exuberance?
The cost of artificial intelligence inference and training will fall and enterprises need to question the current groupthink that revolves around a never-ending data center buildout cycle.
AMD's Q3 on target, data center unit revenue growth 122% from a year ago
AMD continues to see its revenue surge due to its data center unit, which posted sales growth of 122% from a year ago.
On-premises AI enterprise workloads? Infrastructure, budgets starting to align
On-premise enterprise AI workloads are being talked about more as technology giants are betting that enterprise demand will launch in 2025 due to data privacy, competitive advantage and budgetary concerns.
Blackstone's data center portfolio swells to $70 billion amid big AI buildout bet
On Blackstone's third quarter earnings conference call, the company said its data center portfolio now has $70 billion in facilities and more than $100 billion in pipeline development.
Amazon invests in X-Energy Reactor, fuels small modular nuclear reactor run
Amazon is investing in X-Energy Reactor Company's $500 million venture round as it becomes clear that AI factories will be increasingly tethered to nuclear reactors.
Dell Technologies launches Nvidia Blackwell PowerEdge system, new rack design
Dell Technologies launched its Dell PowerEdge XE9712, a system built on Nvidia's GB200 NVL72 platform with 36 Nvidia Grace CPUs and 72 Nvidia Blackwell GPUs in a rack.
Google plans to use Kairos Power small modular reactors for data centers
Nuclear power has seen a resurgence as hyperscalers look for energy to train large language models (LLMs) and power AI workloads.
Dell lays out AMD genAI systems, services
Dell Technologies launched new systems powered by AMD's next-generation EPYC server processors and PowerEdge XC9680 system powered by AMD Instinct MI300 and 300x AI accelerators. Dell is also surrounding those AMD powered AI systems with services and the chipmaker's software stack.
AMD launches next-gen Instinct AI accelerators, 5th gen EPYC as it fortifies position as Nvidia counterweight
AMD launched its 5th Gen EPYC processor as well as its latest Instinct MI325X accelerators as it aims to gain AI workloads from inference to model training. The big takeaway is that AMD is well equipped to give Nvidia competition for AI workloads.
Micron Technology: Q4, 2025 outlook driven by AI data center boom
Micron Technology reported record data center revenue and saw strong demand for its data center DRAM and high bandwidth memory as well as data center SSD sales.
Constellation Energy, Microsoft ink nuclear power pact for AI data center
Constellation Energy said that it is restarting Three Mile Island (TMI) Unit 1 and will sell about 835 megawatts of power to Microsoft for AI workloads. AI data centers are going to be increasingly co-located with nuclear power plants.
