German Utility Partners with NVIDIA on Data Center
PreussenElektra announced a partnership with NVIDIA to assess converting decommissioned nuclear sites into AI data centers. The move aims to leverage existing infrastructure and power grids to reduce costs and expand AI compute capacity.
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NVIDIA adjusts Rubin GPU bandwidth specs
Based on document comparisons, NVIDIA has adjusted Rubin GPU system specs, slightly reducing HBM and NVLink bandwidth while increasing network bandwidth. For instance, Vera Rubin superchip HBM bandwidth dropped from 44TB/s to 38.5TB/s. These changes reflect a strategic balance between AI compute performance and cost.
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US Data Centers Expand Rapidly Due to AI Demand, Power Load Enters Gigawatt Era
Led by major AI developers like OpenAI and Anthropic, US data center construction is accelerating, with facility counts and scale far exceeding other countries. As power demand enters the gigawatt era, infrastructure expansion has become a political topic affecting midterm elections.
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Chinese scrap yards retrofit RTX 5090s for AI servers
Chinese recycling plants are retrofitting NVIDIA RTX 5090 graphics cards into components for AI servers. This trend has caused high-end consumer GPUs to disappear from retail shelves, indicating that compute demand is reshaping the hardware supply chain.
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SpaceX raises $40B debt for GPUs
SpaceX completed a $40B debt financing to purchase GPU hardware scheduled for delivery in 2027. The move reflects the massive capital demand for advanced processors in AI as SpaceX accelerates its compute infrastructure for R&D.
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Nomura Forecasts Rapid Growth in Memory Chips Driven by AI
Nomura Securities released a report stating that global memory chip demand will continue to grow rapidly through 2028, despite market concerns over AI firms' financing pressures. The report recommends buying Samsung and SK Hynix, arguing that the market overestimates the risk of AI companies cutting capital expenditures on chips, with OpenAI and Anthropic revenues expected to surge.
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