TokenPost topic
AI data centers
38 TokenPost stories are tagged AI data centers. The newest appear first.
Latest AI data centers stories
- CXMT DRAM Progress Rekindles Concern About Memory Supply
The reported architecture advance has renewed concern about additional memory supply and a possible price reversal.
· Technology
- CoreWeave Bonds Fall Below 80 Cents as AI Data Center Debt Sells Off
The company’s bond yield neared 15% Thursday as investors questioned whether AI revenue can support the cost of data center construction.
· Investing
- Taiwan Plans Texas Supplier Park That Could Cost Up to $4 Billion
The plan targets smaller suppliers serving Taiwan’s chip and AI-server sectors, with private businesses providing funding and the government offering assistance.
· Business
- 12 State Attorneys General Urge FERC to Approve New Mexico Gas Pipeline
The proposed line would stretch 17.77 miles and carry up to 400 million cubic feet of natural gas per day to an AI and data center campus.
· Regulation
- AI Data Center Power Demand Puts Utilities and Energy Suppliers in Focus
Global data-center electricity use is projected to more than double by 2030, while U.S. grid connections can take as long as seven years.
· Technology
- Nvidia Shares Fall 3.2% Amid Inflation and Rate Concerns
September CPI rose 3.7% year over year, above the 3.6% economists expected, while the Nasdaq fell 1.9%.
· Investing
- ALPS Names Brian Turnbow to Lead Its AI Data Center Push in Italy
Turnbow will assess sites and system architectures as ALPS develops its AI and high-performance computing strategy while continuing its mining operations.
· People
- Senate Democrats Question Meta’s R&D Credits for AI Data Centers
Seven members of the Senate Finance Committee wrote to Meta CEO Mark Zuckerberg. Sen. Peter Welch separately asked the IRS about large technology companies’ use of the credits.
· Regulation
- Salience Labs Showcases 64-Port Optical Switch at ECOC 2026
The company outlined 128-port and 256-port configurations on its roadmap. Its 64-port switch was showcased in Málaga, Spain, Sept. 21–23.
· Technology
- Compal Showcases 800-Volt AI Data Center Power Design at OCP Summit
The system includes megawatt-scale power and cooling capabilities. Compal has not disclosed customers, orders or deployments.
· Technology
- Big Tech Opposes Full Cost Sharing for AI Data Center Grid Upgrades
Amazon, Google and other operators support dedicated facilities but resist automatically paying for shared upgrades tied to new demand. A proposed Duke Energy settlement would require deposits for some costs.
· Regulation
- Flex Plans 2027 Spin-Off of AI Infrastructure Business
The planned Axiom Solutions International would trade on Nasdaq under AXM and focus on power, thermal management and compute systems for AI data centers.
· Business
- Cipher Digital Plans $850 Million Convertible Bond Offering
The zero-coupon debt would fund the Barber Lake project and expansion of the company’s high-performance computing data-center business.
· Business
- Cipher Digital Plans Up To $1 Billion For AI Data Centers
The proposed financing includes $850 million of zero-coupon convertible senior notes due in 2032 and a $150 million purchase option.
· Business
- Navitas And Nvidia Advance 800-Volt Power Design For AI Data Centers
The collaboration targets Nvidia’s Kyber systems and Rubin Ultra GPUs, while a separate Navitas-Microchip reference design converts 800 volts directly to a 6-volt server rail.
· Technology
- Global Smartphone Shipments Fall 20% in Q3 Amid Memory Constraints
Shipments reached their weakest third-quarter level since 2012 as memory makers shifted capacity toward products used in AI data centers.
· Technology
- ON Semiconductor Raises 2030 Revenue Growth Target to 12%-14%
The company expects AI data-center revenue to grow about 50% annually through 2030, with annual free cash flow reaching approximately $3.5 billion by then.
· Business
- Lumentum Management Sees Optical Supply Gap Extending Through 2028
Management expects up to 70% of demand for some products to go unmet next year as AI data centers shift toward higher-bandwidth optical connections.
· Business
- Firmus Withdraws Planned $5 Billion IPO Amid Market Volatility
The Nvidia-backed Australian AI data center operator will pursue private-market financing after deciding its proposed terms did not reflect its business or long-term growth outlook.
· Business
- Four-Hour Batteries Now Cost Less Than Gas Turbines in 43 Markets
Battery storage is cheaper than open-cycle gas turbines across every surveyed market as AI data-center demand raises equipment prices and procurement delays.
· Technology
- Lumentum Expands U.S. Capacity as AI Data Center Demand Grows
The optical-components maker reported $1.0063 billion in fiscal fourth-quarter revenue and forecast up to $1.275 billion for the next quarter.
· Technology
- QuantumScape Pitches Solid-State Battery Design for AI Data Centers
QS PowerBlock targets 800VDC systems and 1-megawatt racks, with testing and modeled configurations showing four times the power density and five times the runtime of Open Rack V3 benchmarks.
· Technology
- Texas Directs TCEQ To Halt Data-Center Permits Amid AI Boom
The directive pauses permits pending an ERCOT audit and adds reviews of grid costs, electricity use and water demand as data-center power needs rise.
· Regulation
- Nvidia-Backed Firmus Grid Faces Uncertainty After IPO Bookbuilding
The Australian AI data-center operator planned to raise up to $5.5 billion, while existing shareholder Maas Group Holdings suffered a record share-price drop.
· Business
- SK hynix Says Solidigm Is Evaluating Ways to Improve Competitiveness
The flash-storage subsidiary is considering a U.S. IPO as early as 2027 that could raise about $10 billion and value the company at up to $100 billion.
· Business
- Schneider Electric Announces $22.6 Billion PTC Acquisition
The $205-per-share cash offer carries a 42% premium and an estimated enterprise value of about $23.7 billion.
· Business
- Hyperscale Data Holds 219 Bitcoin as Michigan Site Pivots to AI
The company’s Sept. 27 snapshot showed about $37.5 million in cash and restricted cash alongside Bitcoin valued at roughly $18.5 million.
· Business
- Bitdeer Converts Norway Mining Site Under $4.7 Billion AI Data Center Deal
The 16-year lease and services agreement covers 121 megawatts of IT capacity. An eight-year renewal option could raise its value to about $8 billion.
· Technology
- TeraWulf Doubles Muskie Data Campus Power Commitment to 1 Gigawatt
The second 500-megawatt phase is now targeted for 2029, pending state approval and Kentucky Power’s construction schedule. The first phase is expected to begin ramping in 2028.
· Technology
- South Korea Maps Out 800 Trillion Won Chip Buildout and AI Expansion
The June 29 roadmap also includes 550 trillion won for data centers and a regional development push, with power, water and grid upgrades needed to support the projects.
· Technology
- VanEck Research Chief Says Quantum Risk Is No Reason to Sell Bitcoin
Matthew Sigel described quantum computing as a long-term risk. He also pointed to the potential value of miners’ long-term power agreements as AI data centers need stable electricity.
· Technology
- Applied Digital Expands Polaris Forge 1 to 250 MW of Operational Capacity
A 75 MW addition at the campus brings Building 2 to its full 150 MW of critical IT load. Existing contracts are expected to cover 400 MW at full buildout.
· Business
- 5C Group Considers IPO After Announcing $835 Million Financing
Hypertec Group CEO Simon Ahdoot said further discussions could follow the close of the company’s current financing round. No listing timetable, exchange or offering size has been disclosed.
· Business
- Pakistan Plans 2,000 MW for Bitcoin Mining and AI Data Centers
Separate Lahore landfill projects target methane capture, renewable energy and carbon credits, with no confirmed link to Bitcoin mining.
· Regulation
- Camus Energy Joins Alliance to Speed Flexible AI Data Center Connections
The AI Energy Management Alliance says flexible facilities could unlock 100 gigawatts of capacity from the existing U.S. power system.
· Technology
- Bitcoin Miners Shift Power to AI Data Centers as Costs Rise
Listed miners’ pretax cash costs reached about $75,500 per Bitcoin in the second quarter, while June hash prices fell to a record low of $27.70 per petahash per second per day.
· Technology
- IREN Expands AI Data Center Push With 490MW Europe Acquisition
IREN completed its acquisition of Spain-based Nostrum Group, adding 490MW of European power capacity to accelerate its shift from Bitcoin mining to AI infrastructure.
· Business
- IREN Secures Up to $3 Billion to Pivot From Bitcoin Mining to AI Data Centers
IREN raised up to $3 billion to shift from Bitcoin mining to AI data center infrastructure, backed by major deals with Nvidia and Microsoft.
· Business