Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity
As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth quarter and full-year 2024 financials...
Falcon Shores now an internal test chip; AI infrastructure system coming with Juaguar Shores
Intel has struggled to compete against AMD and NVIDIA in the AI infrastructure space. While the company could potentially see an uptick in business as emphasis on low-power edge AI inference...
Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs...
Model size, dataset size and compute all depend on the availability of necessary AI infrastructure
In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for Neural Language Models.” The researchers...
CoreWeave receiving the latest in Dell liquid-cooled servers featuring NVIDIA’s GB200 Grace Blackwell Superchip
As the AI infrastructure arms race continues, Dell Technologies has staked out a central role in the booming marketplace. At one end of the AI-enabled edge-to-cloud continuum, Dell is shipping AI-enabled...
The Dell PowerEdge XE9680 GPU-enabled AI server is the “fastest ramping” new solution in the company’s history, COO Jeff Clarke said
After laying out a robust artificial intelligence (AI) strategy covering infrastructure and services across its businesses during Dell Technologies World in April, company COO...
$10 billion CoreSite acquisition gave American Tower combination of tower and datacenter infrastructure
Although U.S. carriers are lowering capex as 5G deployments slow, American Tower is still seeing activity levels that are “really strong in the U.S. and around the globe. And it’s all about...
Microsoft to open data centers in Abu Dhabi and Dubai
Microsoft announced plans to open its first data centers in the Middle East, while expanding its data centers in Europe.
The Middle East data centers will be located in Abu Dhabi and Dubai in United Arab Emirates....
