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#sandisk
Business
from24/7 Wall St.
2 days ago

SanDisk Stock's 3,314% Rally Leaves Little Room to Run

SanDisk shares surged 3,314.86% due to NAND pricing reset and datacenter mix shift, with a price target of $1,025.88 over the next year.
from24/7 Wall St.
5 months ago
Business

SanDisk Pops 10% in After Hours on FY26 Q1 Earnings

SanDisk reported strong earnings, cash flow turnaround, and raised guidance driven by datacenter and edge demand, improving profitability and balance sheet.
Business
from24/7 Wall St.
2 days ago

SanDisk Stock's 3,314% Rally Leaves Little Room to Run

SanDisk shares surged 3,314.86% due to NAND pricing reset and datacenter mix shift, with a price target of $1,025.88 over the next year.
more#sandisk
#oracle
Silicon Valley
fromTheregister
1 week ago

Oracle plans to power its New Mexico DC with fuel cell farm

Oracle is expanding its datacenter complex in New Mexico, focusing on fuel cell technology for energy supply amid concerns over OpenAI's financial stability.
more#oracle
NYC startup
fromTheregister
2 weeks ago

Trump-branded datacenter fails to make itself great, again

Fermi America faces leadership changes as CEO Toby Neugebauer and CFO Miles Everson resign amid struggles to secure customers and power equipment.
fromTheregister
2 weeks ago

$77M tax subsidy for NY datacenter project will create 1 job

"$77 million per job is by far the largest government subsidy ever recorded within the United States, possibly the world," Reinvent Albany said in its report on the subsidy.
New York City
DevOps
fromTheregister
3 weeks ago

Oracle taps Bloom for fuel cells to support datacenter binge

Bloom Energy expands its partnership with Oracle to provide 2.8 GW of fuel cell systems for US datacenter buildout plans.
Business
from24/7 Wall St.
3 weeks ago

Applied Optoelectronics Could Double Revenue to $1 Billion in 2026

Applied Optoelectronics targets $1 billion revenue for 2026, driven by strong demand in datacenter and CATV segments.
#google
Environment
fromwww.theguardian.com
1 month ago

Google teams up with gas plant for AI datacenter in sharp turn from climate goals

Google partners with Crusoe Energy for a natural gas power plant to supply energy for its Texas datacenter, marking a shift from its carbon-neutral goals.
Environment
fromwww.theguardian.com
1 month ago

Google teams up with gas plant for AI datacenter in sharp turn from climate goals

Google partners with Crusoe Energy for a natural gas power plant to supply energy for its Texas datacenter, marking a shift from its carbon-neutral goals.
more#google
#arm
fromTheregister
1 month ago
Tech industry

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.
fromTheregister
1 month ago
Artificial intelligence

Arm rolls its own 136-core AGI CPU to chase AI hype train

Arm has unveiled its first homegrown silicon, the AGI CPU, designed for artificial general intelligence and set for deployment by Meta.
Tech industry
fromTheregister
1 month ago

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.
more#arm
fromTheregister
1 month ago

SoftBank builds AI mega-datacenter on nuke site

SB Energy will build a 10-gigawatt (GW) server farm and 10 GW of new generation capacity, with at least 9.2 GW being gas-fired, to support both the local grid and the datacenter.
Boston real estate
Tech industry
fromTheregister
4 months ago

Qualcomm takes RISC on Arm alternative with Ventana buy

Qualcomm acquired Ventana to develop high-performance RISC-V CPU designs alongside its Arm-based Oryon cores for datacenter and edge applications.
Miscellaneous
fromTheregister
6 months ago

Equinix revealed as occupant of 3.9B UK datacenter campus

Equinix will build an 85-acre, £3.9 billion datacenter campus near London's M25 with 250+ MW capacity, 100% renewable energy, and hundreds of jobs.
#meta
more#meta
Tech industry
fromTheregister
6 months ago

Intel rethinking how it contributes to open source community

Intel will remain committed to open source while reshaping contributions to secure greater competitive advantage and prevent competitors from benefiting more from Intel's investments.
Science
fromTheregister
7 months ago

Square Kilometre Array datacenter needs two Faraday cages

SKA's Murchison datacenter nears completion and is encased in dual Faraday cages to prevent server radio emissions from interfering with the radio telescope.
Tech industry
fromTheregister
7 months ago

Intel-Nvidia $5B tie-up spans NVLink racks and PC graphics

Nvidia will invest $5 billion in Intel to integrate Nvidia GPU chiplets into Intel PC processors and enable NVLink-enabled Xeon-based AI and datacenter systems.
Humor
fromTheregister
7 months ago

Playing sport in a datacenter was dumb, but we were winning

Bored datacenter staff began playing indoor cricket in aisles, turning shifts into competitive leaderboards until a ball shattered an emergency alarm glass.
US politics
fromTheregister
8 months ago

Georgia residents up in arms over mega datacenter project

Local residents and officials in Coweta County, Georgia oppose a proposed $17 billion hyperscale datacenter campus, prompting a temporary moratorium and calls for stricter regulations.
Science
fromTheregister
9 months ago

Datacenters feeling the heat as climate risk boils over

Rising global temperatures significantly threaten the world's top datacenter hubs, increasing cooling demands and associated costs.
Tech industry
fromTheregister
9 months ago

CoreWeave's $9B Core Scientific acquisition is a power play

CoreWeave acquired Core Scientific, adding 1.3 gigawatts of datacenter capacity and gaining more control over its GPU hosting.
Tech industry
fromTheregister
11 months ago

Dell warns 'nonlinear' demand for AI servers may 'persist'

Dell has a $14.4 billion backlog for AI optimized servers but cautions about variability in future demand.
France politics
fromTheregister
11 months ago

Nvidia part of plans for giant 1.4 GW AI bit barn near Paris

Europe's largest AI datacenter will be constructed near Paris, aiming to boost AI development and adoption across multiple sectors.
Tech industry
fromTheregister
11 months ago

Qualcomm confirms it's getting into the datacenter market

Qualcomm is re-entering the datacenter market with innovative products focused on AI capabilities.
CEO Cristiano Amon highlighted the importance of CPUs and the role of AI in future applications.
London startup
fromTheregister
11 months ago

UK govt overrules local council to approve datacenter plans

The UK government overrides local council to approve a datacenter on green belt land, following updated planning policy.
fromTheregister
1 year ago

Google details 1 MW IT rack plans exploiting EV supply chain

This is about much more than simply increasing power delivery capacity - selecting 400 VDC as the nominal voltage allows us to leverage the supply chain established by electric vehicles for greater economies of scale.
DevOps
Tech industry
fromTheregister
1 year ago

What goes up must come down? AI datacenter spending inflates

Investors must recognize potential bubbles in the datacenter and AI sectors, warning of repeating past mistakes.
Merger and acquisition activity in datacenters is reaching unprecedented levels as AI drives investment interest.
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