NVIDIA's Q2 2026 revenue increased by 56% to $46.74 billion, driven by AI infrastructure growth and new architectures like Blackwell. Despite missing Wall Street expectations, NVIDIA projects at least ...
From DOE supercomputers to AI-native wireless and a 50,000-GPU semiconductor factory, Jensen Huang’s roadmap connects data centers, networks, and industrial systems into a single accelerated-computing ...
Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the race to deliver ...
Two major announcements this week — Meta’s $10 billion Indiana campus and Nebius’ 240 MW expansion in northern France — show that AI infrastructure has entered a new dimension, where land, power, and ...
As the private equity landscape resets in 2025, data centers have emerged as both a pressure point and a proving ground for infrastructure investors. Here we unpack the latest BCG findings to explore ...
As AI rack densities surge, operators are moving from row-level CDUs to facility-scale liquid cooling. DCX’s new megawatt-class coolant distribution platforms enable warm-water, chillerless cooling ...
Vera Rubin is a platform comprising six new chips, including CPUs, GPUs, networking, and security silicon, designed to operate as a single, coherent AI supercomputer at rack scale. The platform ...
As rack densities surge and grid headroom tightens, liquid cooling is becoming the backbone of AI data centers. Here we unpack the strategic moves—Trane’s Stellar deal, LG’s Flex alliance, DarkNX’s ...
A new TD Cowen survey shows enterprise AI has moved beyond experimentation and into embedded operations, setting up the next ...
OpenAI's Stargate program is rapidly expanding with five new U.S. data center sites, boosting capacity to nearly 7 GW and supporting a $400 billion investment aimed at reaching 10 GW. The development ...
At DCW26, innovation wasn’t just about bigger ideas, although it was that. But it was also about amplifying and refining what ...
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