Search Results for: data centre

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Quantum Computing’s Breakthrough Moment Puts Data Centres under the Spotlight

A quiet but consequential shift is taking place across the global technology landscape: quantum computing is no longer a distant scientific ambition but an emerging commercial reality. A new wave of breakthroughs is accelerating timelines, and data‑centre operators — already strained by the explosive growth of AI workloads — are being forced to rethink their …

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Nvidia Q3 results were very strong – but does the AI bubble reside elsewhere – such as with the debt driven AI data centre roll out – and crossover company deals?

Nvidia’s Q3 results show strength, but the real risk of an AI bubble may lie in the debt-fuelled data centre boom and the circular crossover deals between tech giants. Nvidia’s latest quarterly earnings were nothing short of spectacular. Revenue surged to $57 billion, up 62% year-on-year, with net income climbing to nearly $32 billion. The …

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With all the new AI tech arriving in the new AI data centres – what is happening to the old tech it is presumably replacing?

🧠 What’s Happening to the Old Tech? Shadow in the cloud 🔄 Repurposing and Retrofitting 🧹 Decommissioning and Disposal 🏭 Secondary Markets and Resale 🧊 Cold Storage and Archival Use ⚠️ Obsolescence Risk 🧭 A Symbolic Shift This isn’t just about servers—it’s about sovereignty, sustainability, and the philosophy of obsolescence. The old tech isn’t just …

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AMD misses on data centre revenue – but profit and revenue are up

AMD shows mixed results in Q4 2024 earnings report Advanced Micro Devices (AMD) has released its Q4 2024 earnings report, revealing a mixed bag of results that have sparked interest and discussions among investors and analysts. While the company managed to surpass expectations in certain areas, it fell short in others, notably in data centre …

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Big tech companies are increasingly adopting nuclear power to meet the high energy demands of their AI data centres

Why? Elevated Energy Needs AI systems, particularly generative AI, necessitate substantial computational power, leading to significant energy use. Conventional energy sources might not meet these growing demands. Environmental Commitments Numerous tech firms have pledged to lower their carbon emissions. Nuclear power, a low-emission energy source, supports these environmental commitments. Dependability Nuclear energy offers a consistent …

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Big Tech aiming to raise $100 billion for AI data centres

In a substantial effort to strengthen the infrastructure required for artificial intelligence (AI), BlackRock and Microsoft have unveiled a significant fundraising endeavour. The initiative, dubbed the Global AI Infrastructure Investment Partnership (GAIIP), seeks to secure $30 billion in private equity capital, with the possibility of leveraging up to $100 billion including debt financing. The main …

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UK says data centres are critical infrastructure and are designated as important as the power grid and the NHS

UK data centres are set to be classified as critical national infrastructure (CNI), aligning them with sectors such as emergency services, finance, healthcare, and utilities This classification will ensure they receive additional government support during major incidents like cyber-attacks, IT outages, or severe weather, to reduce disruption. Data centres, large warehouses filled with extensive computer …

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Company says it can cut data centre energy use by 50% as AI boom places increased strain on power grids

Major technology corporations such as Microsoft, Alphabet, and Meta are channelling billions into data centre infrastructures to bolster generative AI, which is causing a spike in energy demand. Sustainable Metal Cloud has announced that its immersion cooling technology is 28% less expensive to install compared to other liquid-based cooling methods and can cut energy use …

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How frothy is the AI data centre market for investors?

Nvidia investors have been on a rocket ride to the stars. But recently they have come back down to Earth, and it has become more of a roller coaster ride. Benefiting significantly from the artificial intelligence surge, Nvidia’s market cap has increased approximately ninefold since late 2022 – a massive market cap gain. However, after achieving …

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Europe wants to place data centres in space and Microsoft wants to place them under the sea

Data centres are expected to consume over 3% of Europe’s electricity demand by 2030 The surge in artificial intelligence (AI) has significantly increased the demand for data centres, essential for the ‘exploding’ tech sector. This necessity has led Europe to consider spatial alternatives for digital storage, aiming to diminish reliance on energy-intensive ground facilities. The …

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AI power hungry data centres go green in Singapore

Singapore is actively addressing the dual challenges of the increasing demand for artificial intelligence (AI) and the pressure on energy resources. The nation recently unveiled a green data centre roadmap to bolster its digital economy aspirations. Growing AI Demand and Energy Strain With the increasing demand for digital and AI computation, the requirement for data …

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Arm reportedly to launch AI chips in 2025 as Softbank plan AI data centres

Arm, with a 90% holding by SoftBank, is reportedly set to establish an AI chip unit with the goal of developing a prototype by spring 2025. This initiative is aimed at catching up with the booming AI market, currently dominated by Nvidia. Arm, alongside competitors such as AMD, Intel, and Qualcomm, is accelerating efforts to …

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Apple reportedly developing AI microchips for data centres

Apple, renowned for its innovative consumer electronics, is reported to be branching into artificial intelligence (AI). Recent reports suggest the company is developing a project dubbed ‘Project ACDC,’ (Apple Chips in Data Centre) with the goal of creating specialized AI chips for data centres. The AI race AI applications are becoming ever more essential in …

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Energy hungry data centre power solution

The use of nuclear reactors for data centres is a controversial and complex topic that has both advantages and disadvantages Nuclear reactors can provide a reliable, stable, and carbon-free source of electricity for power-hungry data centres, which are essential for the operation of various applications, such as artificial intelligence (AI). Grid overload Nuclear reactors can …

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What’s going on with Nvidia and Wall Street right now? Did the earnings data disappoint?

Nvidia’s earnings didn’t disappoint on the numbers — they were spectacular — but Wall Street was disappointed by the guidance, the pricing signals, and the shift in the AI‑chip cycle, which is why the stock fell despite a blowout quarter. Nvidia’s latest quarterly results were, on the surface, extraordinary. Revenue surged, margins remained enviably high …

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China’s AI Tech Surge Puts Pressure on America’s AI Dominance

For much of the modern AI era, the United States has held a clear advantage in frontier research, compute infrastructure, and commercial deployment. Silicon Valley’s combination of elite talent, abundant capital, and world‑class semiconductor design created an environment where breakthroughs could scale at extraordinary speed. Challenge That dominance, however, is no longer uncontested. China’s accelerating …

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Alphabet’s 100‑Year Bond: Ambition, Appetite and Anxiety in the AI Debt Boom

Alphabet’s decision to issue a 100-year sterling bond has captured the attention of global markets, not only because of its rarity but also because of what it signals about the escalating competition in artificial intelligence. 100 year sterling bond A century-long bond denominated in pounds is an extraordinary financing move, particularly for a technology company. …

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The Coming Crunch: Could AI Face a Global Memory Shortage?

The rapid acceleration of artificial intelligence has created an unexpected bottleneck that few outside the semiconductor world saw coming. A potential shortage of the high‑bandwidth memory (HBM) that modern AI systems depend upon has become a real issue. As models grow larger and more capable, their appetite for memory grows even faster. The result is …

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SpaceX–xAI: A New Age Industrial Giant

Elon Musk’s decision to fold xAI into SpaceX has set the stage for what could become one of the largest and most closely watched IPOs in market history. The move signals a bold attempt to fuse advanced artificial intelligence with orbital infrastructure, satellite communications, and Musk’s wider technological ecosystem. Elon Musk’s merger of SpaceX with …

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Has AI Investment Gone Too Far Too Fast? A Quick Look at Hype Reality and Returns

Few technologies have attracted capital as aggressively as artificial intelligence. In just a few years, AI has shifted from a promising research frontier to the centrepiece of global corporate strategy. Yet as investment has surged, so too has scepticism. Many analysts now argue that the pace of spending has outstripped both practical readiness and measurable …

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Are U.S. Markets in an ‘Everything Bubble’?

The phrase ‘everything bubble‘ has gained traction among investors and commentators who fear that multiple asset classes in the United States are simultaneously overvalued. Unlike past episodes where excess was concentrated in one sector—such as technology in the late 1990s or housing in the mid‑2000s—the current concern is that equities, property, and credit markets are …

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U.S. AI vs China AI – the difference

China’s AI industry has indeed cultivated a reputation for ‘doing more with less’, while the U.S. has poured vast sums into AI development, raising concerns about overinvestment and inflated valuations. The contrast lies not only in the scale of funding but also in the efficiency and strategic focus of each country’s approach. The U.S. Approach: …

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Nvidia’s Latest Financial Results – Q3 2025

Nvidia has once again (unsurprisingly) defied expectations, reporting record-breaking third-quarter results that underscore its dominance in the artificial intelligence chip market. Nvidia’s Latest Financial Results Nvidia announced revenue of $57 billion for the quarter ending 26th October 2025, a 62% increase year-on-year and up 22% from the previous quarter. Net income surged to $31.9 billion, …

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Even AI Firms Voice Concern Over Bubble Fears

For some time now, talk of an ‘AI bubble‘ has largely come from investors and financial analysts. Now, strikingly, some of the loudest warnings are coming from inside the industry itself. At the Web Summit in Lisbon, senior executives from companies such as DeepL and Picsart reportedly admitted they were uneasy about the soaring valuations …

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SoftBank exits Nvidia with $5.83 billion stake sale to fund AI ambitions

SoftBank Group has reportedly sold its entire holding of Nvidia shares, cashing in approximately $5.83 billion to fuel its expanding investments in artificial intelligence The Japanese tech conglomerate offloaded 32.1 million shares in October 2025, marking a strategic pivot away from the chipmaker that once anchored its Vision Fund portfolio. The sale coincided with SoftBank’s …

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AI hype collides with economic reality, and signs suggest the mania may be slowing

Artificial Intelligence: The Hype, The Hangover, and What Comes Next… For the past two years, artificial intelligence has dominated headlines, boardrooms, and investor portfolios. From generative models that write poetry to chips that promise to revolutionise data processing, AI has been hailed as the engine of a new industrial age. But as 2025 unfolds, the …

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