News and analysis around Data Processing Servers.
News and analysis tied to Data Processing Servers.
The hardware and infrastructure sector reported strong Q4 revenues but faced stock price declines. Super Micro Computer outperformed, while Xerox fell short of forecasts.
Nvidia reports 73% year-over-year revenue growth to $68 billion for Q4, with projections of $78 billion next quarter, driven by sustained AI infrastructure spending and innovation.
GDS Holdings posted a Q4 loss but secured an annual profit, reporting $1.63B in yearly revenue and providing an optimistic forecast for the upcoming fiscal year.
The UK's Sunrise supercomputer, launching this year, is a landmark AI system designed to solve core fusion energy challenges, supporting national net-zero goals and positioning the UK as a leader in the race for commercial fusion power.
Nebius Group's stock surges due to high demand for AI cloud infrastructure. With revenue growth projected for 2026 and major capacity expansion plans, including a new Missouri facility, analysts see further potential appreciation.
ByteDance is expanding its AI computing capacity abroad, collaborating on a major installation of Nvidia-based systems in Malaysia to support international AI development and meet global demand.
The fourth quarter earnings season concludes with a fifth straight quarter of double-digit growth for the S&P 500, marked by mixed results from major companies influenced by AI demand, consumer behavior, and tariff effects.
AirTrunk secures a record 191.6B yen green loan to expand its Tokyo hyperscale data center, supporting Japan's AI and cloud growth while aligning with decarbonization goals.
The article reports a new CPU shortage challenging the AI industry, caused by a PC refresh cycle and the shift to CPU-intensive autonomous AI agents, leading to extended wait times and price increases.
Meta outlines the significant economic and community impact of its US data center operations, highlighting job creation, energy investments, environmental stewardship, and local community support programs.
HPE's strong Q2 revenue forecast, surpassing analyst estimates, is fueled by rising demand for its AI servers using Nvidia processors, leading to an upward revision of its full-year earnings outlook.
Intel advocates for a CPU-centric approach to AI in telecom, using its Xeon 6 platform to consolidate network functions and AI inference, aiming to reduce cost, power use, and complexity compared to GPU-based systems.
