Dell'Oro: Data center capex to hit more than $500bn by 2027 due to AI growth
But near-term headwinds as market digests existing buildout
But near-term headwinds as market digests existing buildout
Plus big chips, fast cars, and telco towers in Issue 49
Joining a growing cluster of data centers
As delayed facilities start to ramp up
Alphabet earnings show growth, mainly propelled by ad sales
At an existing Lincoln Rackhouse data center
Investment bank sees positives for hyperscalers, Equinix, and Digital Realty - but not supply chains
No official reasons given for Chris Vonderhaar's exit
Company says it will use them for AI, 5G, and future 6G applications
Alongside Helion and Israel-1 supercomputers
But AWS pushes back on Graham's allegations
Yahoo failed to use the land, now Lockport wants it back without restrictions
Wants to be closer to China for reasons
Company fired workers who complained about serious racial discrimination
Locals note that the company is likely going to build it without incentives anyway
Company hires Microsoft exec to lead new AI chip efforts
The Mount Pleasant facility is already off to a better start than Foxconn's factories
Limited details available at this early stage
Developers looking for success outside of key markets
Previously asked for Google to do the same
Actor Robert Duvall last month spoke out against the project
Next stop: The county
The crystal palace will get more server space
Quickly put out, and no injuries