data center

"“AI profit completely dominates revenue.”"

"Nvidia's 2026 fiscal year fourth quarter data center business revenue reached $62.314 billion, accounting for 91% of total revenue, a year-over-year increase of 75%; AI business has become the absolute core growth engine."

"Cerebras’ revenue rose by 76% in the same time frame to $510 million."

"According to Stanford University's 'AI Index 2026,' the percentage of people who view AI's impact on employment positively is 73% among experts, compared to just 23% among the general public."

"Intel Xeon CPUs and IPUs form a tightly integrated platform balancing general-purpose compute with purpose-built infrastructure acceleration to deliver more efficient, flexible and scalable AI systems."

"The small town of Festus, Missouri — a community made up of just under 14,000 people — has become a focal point over the growing backlash against AI data centers entering communities across the country. Following the approval of a $6 billion data center project, voters removed four of the eight members of the Festus city council..."

"A single company, TSMC, fabricates almost every leading AI chip, making the global AI hardware supply chain dependent on one foundry in Taiwan."

"Stanford HAI 2026 AI Index Report: AI capability is accelerating, not plateauing, the US-China gap closed, the US leads in data centers and investment, and more"

"This first delivery represents not merely a product supply, but the first step in a long-term collaboration in the Japanese market. Moving forward, we will continue to support Japan's digital transformation through the provision of highly reliable AI infrastructure."

"Meta is accelerating its AI infrastructure layout, with a 2026 capital expenditure cap of up to $135 billion, of which over 60% will be invested in AI data center construction and custom chip research and development."

"In the AI era, competition is a battle of 'how much computing power you have and where you place it,' so the expansion of these bases into idle facilities in rural cities has a massive economic impact."

"In the future, if the city government wants to provide tax incentives worth more than $10 million to developers, it must obtain voter approval in advance."

"When a toilet company has become an AI concept stock, it shows just how hot the current AI storage track is... The global storage chip industry is experiencing its most severe supply-demand imbalance in forty years."

"Jensen Huang’s vision of AI data centers in space is bold—but physics, cost, and power realities keep the future of AI firmly grounded on Earth."

"“Working with everyone to repeatedly build what amounts to the world's largest computer has been a rare experience of a lifetime.”"

"CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers"

"SemiAnalysis analyst Sravan Kundojjala stated: "We believe TSMC will easily achieve its full-year 30% growth target.""

"Anuj Saharan stated on OpenAI's Slack, "Being able to work with all of you to repeatedly build what amounts to the largest computer in the world is a rare experience in a lifetime.""

"In the new power architecture of AIDC, energy storage can play the role of a reservoir to solve the problem of power fluctuations."

"We are still in the early stages of technology adoption, and the demand for AI infrastructure has not shown any signs of slowing down."

"To bypass the 3-5 year or even 7-year grid connection queues, the priority strategy for tech giants is 'self-construction', achieving a fundamental shift from 'asking the grid for power' to 'generating their own power and bypassing the grid'"

"Meta Platforms Inc. said today it’s going to throw an additional $21 billion at the cloud artificial intelligence infrastructure provider CoreWeave Inc. as it strives to keep pace with rival AI developers."

"Google LLC will adopt multiple future iterations of Intel Corp.’s Xeon processor series as part of a collaboration announced today."

"Jassy stated in the annual letter to shareholders that Amazon's internal chip division currently has an annualized revenue of over $20 billion, and if operated as an independent business while selling to both AWS customers and external third parties, the annualized revenue scale could reach $50 billion."

"Scaling AI requires more than accelerators — it requires balanced systems. CPUs and IPUs are central to delivering the performance, efficiency and flexibility modern AI workloads demand."

"Intel and Google on Thursday announced a multi-year collaboration under which Google will continue deploying Intel Xeon platforms for its next generation of AI and cloud infrastructure."

"SiFive's oversubscribed series G round of financing suggests the industry's historical caution around the RISC-V architecture is beginning to fade."

"We continue to explore the Stargate UK project and will advance plans when the right conditions around regulation and energy costs can support long-term infrastructure investment."

"OpenAI 'pauses' its Stargate UK data center plan"