AI server tracker: Optical module suppliers show mixed momentum as AI
Taiwan''s optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and data center networking markets. According to the latest
What is an AI Data Center: Purpose & Design Explained
AI data centers are purpose-built facilities designed to handle the unique demands of modern AI workloads. Unlike traditional data centers, they
Apple plans new AI server factory as part of $500bn US
Apple is building a new factory in Texas to make AI servers and plans to expand its data centers as part of a $500 billion commitment to US
AI server market: cloud giants to command 60% demand in 2024
Microsoft, Google, AWS, and Meta will collectively account for over 60% of global demand for high-end AI servers in 2024, according to a report from Trendforce.
AI Data Center Server Rack: Design, Power, and
Explore AI data center server rack design, covering GPU density, power architecture, cooling systems, networking, and future infrastructure trends.
Global AI Server Shipments Forecast to Grow Over 28
North American CSPs'' continued investments in AI infrastructure are expected to increase global AI server shipments by more than 28% YoY in 2026,
Dell bets on rising AI server demand to forecast higher
Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support
AMD Q1 FY 2026: Data Center Momentum Builds as AI Scale
AMD Q1 FY 2026 results show data center-led growth as server CPUs expand with agentic AI and MI450 ramp timing shapes H2 outlook.
What is an AI Data Center?
What distinguishes AI data centers from traditional data centers? AI data centers are built to meet the specific demands of AI workloads, featuring advanced
Qualcomm Data Center AI Solutions & Server Products
Learn how Qualcomm reduces data center costs with leading high-performance, low-power computing products for the AI era.
AI Data Centers
What is an AI data center, and how does it differ from a traditional data center? While traditional data centers handle a wide range of general computing tasks, AI data centers are optimized for
Intel struggles to meet AI data center demand, shares
Intel said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue and profit below
Delta targets next-gen AI data centers with 800V DC
Show more AI Battery + Green energy Green energy IT + CE Server, IPC, cloud computing, IoT 2026 AI server CEO cooling data data center design
APEC 2026: Infineon addresses AI data center power density
The module supports high-current core rails for GPUs and AI processors in both lateral and vertical power delivery configurations, with a peak current capability of 320 A. The TLVR
AI Data Centers Explained: The Infrastructure Behind AI — Build AIQ
AI data centers are where the physical side of artificial intelligence lives: chips, servers, power, cooling, storage, networking, and cloud infrastructure.
Charted: The Battle for AI Data Center Revenue (2021–2025)
Key Takeaways Data-center spending shifted after the release of ChatGPT, with Nvidia growing from 25% to 86% of the market share since 2021. Intel fell from 68% to 6% after server-CPU
What is an AI data center?
What is an AI data center? An AI data center is a facility that houses the specific IT infrastructure needed to train, deploy and deliver AI applications and services. It
Infineon doubles down on AI power growth, targets
Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for
Nvidia to invest $1.5 billion in Israel''s largest-ever server
Technology giant Nvidia is expected to announce in the coming days the establishment of the largest server farm in Israel. Calcalist has learned that
Hyperscaler AI Deployments Lift Data Center Capex to
Worldwide data center capex increased 43 percent in 2Q 2025, with broad-based growth across servers, networking, and physical infrastructure
Data center power and cooling overhaul will reshape global AI
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts toward
Inside Amazon''s ''Titus'' Push to Future-Proof AI Data Centers
Amazon plans $200 billion in capex this year. A chunk of that is being spent on AI data centers. Titus is a plan to ''future proof'' these facilities.
Dell expects AI server revenue to double in fiscal 2027 on data center
The company raised server prices on December 10, while price changes for PCs occurred on January 6, Clarke said. Dell expects AI server revenue to grow 103% to about $50 billion in fiscal 2027.
DIGITIMES Special Report：Global AI server market
DIGITIMES believes that the global high-end AI server market will evolve towards greater diversification. Global shipments of high-end AI servers are expected to
AI Data Centers: Why 3,000 Are Being Built by 2030
An AI data center is purpose-built for GPU clusters and LLM training, not general IT. Nearly 3,000 are planned globally by 2030. Includes cost breakdown, 2026.
Private AI Solutions: A Guide to Datacenter Providers
Analyze the leading data center providers for private AI solutions in 2025-2026. This guide compares on-prem and hybrid infrastructure from AWS, Azure, HPE, Dell, Cisco, VMware/Broadcom, Equinix, and
Intel, Google Deepen Collaboration to Advance AI Infrastructure
NEWS HIGHLIGHTS: Intel® Xeon® processors to continue powering Google Cloud infrastructure across AI, inference and general-purpose workloads Expanded co-development of