Chips

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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    NVIDIA adjusts Rubin GPU bandwidth specs

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    IT之家

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    科技新報

  3. Chips

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    IT之家

  4. Chips

    SpaceX raises $40B debt for GPUs

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    IT之家科技新報INSIDE3 outlets

  5. Chips

    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.

    IT之家

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