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Artificial intelligence
from24/7 Wall St.
7 hours ago

3 Big Winners From Amazon's Plan to Double Capacity by 2027

Amazon's AWS is rapidly expanding power capacity and AI demand, driving high Trainium chip usage and boosting suppliers like Nvidia, Vertiv, and Talen Energy.
from24/7 Wall St.
4 days ago

Live: Will Amazon Move Higher After Q3 Earnings After the Bell?

Amazon added 3.8 GW of power in the last 12 months, expects another >1 GW in Q4, and plans to double AWS power capacity again by 2027. Power is becoming the main bottleneck for the industry, but Amazon is aggressively adding and immediately monetizing capacity. Trainium2 is "fully subscribed," already a multibillion-dollar business, and grew 150% q/q. Today it's mostly very large customers (example: Anthropic training Claude on ~500,000 Trainium2 chips, going to ~1 million).
Artificial intelligence
fromFortune
1 week ago

Struggling frackers lean in on powering data centers to grab a slice of the AI pie amid crude oil slump | Fortune

The demand for power and for AI is like nothing I've ever seen in terms of demand growth,
Tech industry
Environment
fromBusiness Insider
4 weeks ago

OpenAI's new chip deals raise a tough question: Where will all the power come from?

OpenAI's massive chip purchases create unprecedented electricity demand, pushing data centers toward on-site power generation to bypass strained public grids.
US news
fromIT Pro
2 months ago

Google just confirmed the location of its first small modular reactor

Google's first Kairos small modular reactor will be at Hermes 2 in Oak Ridge, Tennessee, providing up to 50MW starting in 2030.
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