As part of broader EHRM overhaul

GPU installed base to hit 45 million by 2034

50GW of new capacity expected in five years, Dell’Oro says

Supports up to 944 racks

Kvandal site will start at 230MW, could grow

Vizag data center could be the largest in Asia

Beijing could build state-run cloud service from surplus compute

Brings total capacity under agreement to more than 5GW

Generative AI company could support AI Growth Zones

TNC aims to build fleet-scale large reactors

Microsoft slowly coming back, Google continuing spend, no signs of Apple capacity

Deal conversations ongoing, but terms may be worse for Elon Musk's AI business

As Musk's White House influence appears to wane

AlbaTRUSS at UKAEA’s lab is an early step towards space megastructures

As it continues to expand on Lancium site

Looks to be home to an OpenAI Stargate deployment

But Microsoft has downplayed its own cuts

Following efforts to sell its barge and shift to being a cooling provider

HER1 comprises prefabricated Schneider Electric modules

A rocket has successfully launched carrying a data center to the Moon

A 28 percent jump as it ramps up capex spend

But figure is somewhat based on Stargate happening as promised

Visits to potential campus sites happening next week

Legal dispute between the two companies is resolved, with Quantum out of its flagship campus of campuses