#ai-demand
#ai-demand

NYC startup

Hyperscale sustainability is looking like a Hail Mary

fromFortune Asia

1 week ago

Tech industry

Data centers guzzle huge amounts of power-and that might end up supercharging investment in renewable energy, executives argue

NYC startup

Hyperscale sustainability is looking like a Hail Mary

ASML warns of limited growth despite strong Q2 financials

ASML reported €5.54 billion in new orders for Q2 but is cautious about future growth due to geopolitical tensions and tariff threats.

fromComputerworld

3 weeks ago

Hotter than a GPU in July: some tech jobs skyrocket, unemployment rate slides

US tech hiring increased by 90,000 jobs in June, reducing unemployment to 2.8%. AI demand drives skills-based hiring focus.

1 month ago

Datacenter market draws investors chasing captive customers

Customer lock-in significantly attracts investors to datacenters.

The AI hype is driving demand, drawing new investors to the datacenter market.

fromIT Pro

2 months ago

The UK's ICT sector struggling with technical debt

Technical debt in the ICT sector is significant, driven by AI demand and resulting in rapid growth.

fromInfoWorld

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.

This shift will reshape the CPU and GPU markets significantly.

Gadgets

Live Vanguard IT ETF (VGT): Tech Stocks Power Impressive Market Performance on AI Prowess

Tech stocks are driving a strong market rally, particularly the Nasdaq Composite and S&P 500.

Strong earnings from Microsoft and Meta highlight resilience amid economic uncertainty.

Samsung execs fear impact of US tariffs

Soon-Cheol Park noted that global trade tensions are raising concerns for tech companies, particularly in the semiconductor sector, predicting elevated uncertainties ahead.

Gadgets

fromBusiness Insider

An Amazon exec has hit back at claims it's pausing some data center lease talks

Miller mentioned AWS has learned to 'consider multiple options in parallel' regarding data center capacity, reflecting routine capacity management amid strong demand.

Tech industry

fromwww.mercurynews.com

4 months ago

Micron's shares fall after memory chip pricing hits hargins

Micron's gross margins were 37.9% in the second quarter on an adjusted basis, missing the average 38.4% analyst estimate, raising concerns about NAND pricing.

Tech industry

Startup companies

4 months ago

Live Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO Rise

Stocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.

Jim Cramer Favors Utility Stocks to Combat Tariffs

Utility stocks like American Electric Power, Entergy, and Sempra are likely to remain stable despite tariffs.

#microsoft

fromTechCrunch

Tech industry

Microsoft cancels some of its AI data center leases | TechCrunch

Microsoft is reducing its data center leases, hinting at a possible reassessment of future AI demand.

Artificial intelligence

fromBusiness Insider

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

Microsoft potentially faces an oversupply position as it cancels US data center leases.

fromTechCrunch

Microsoft cancels some of its AI data center leases | TechCrunch

Microsoft is reducing its data center leases, hinting at a possible reassessment of future AI demand.

Artificial intelligence

fromBusiness Insider

Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'

Microsoft potentially faces an oversupply position as it cancels US data center leases.

NAND flash prices plunge due to supply glut

NAND flash prices are predicted to decline due to oversupply, compelling manufacturers to reduce production and adjust forecasts for market growth.

fromComputerworld

8 months ago

Intel's CHIPS Act grant reduced as production delays and losses mount

Intel delays its Ohio chip project until the end of the decade, affecting confidence in meeting demand in the evolving tech landscape.

9 months ago

Nvidia Surges to Pass Apple in Market Cap

Nvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.