Search Results for: data centres

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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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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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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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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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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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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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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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OpenAI Reportedly Shelves IPO as AI Concerns Grow

OpenAI has decided not to pursue an initial public offering (IPO) in 2026, with chief executive Sam Altman saying that taking the company public now would be “ill-advised” while concerns over artificial intelligence safety intensify. Signicant decision The decision represents a significant change for financial markets, which had been anticipating one of the world’s biggest …

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Google’s $15 Billion Bet on Finland’s AI Future

Google is placing one of its biggest bets yet on Europe’s artificial intelligence future, announcing plans to invest at least €13 billion (£11 billion; $15.1 billion) in AI infrastructure in Finland over the next two years. The investment, covering 2027 and 2028, is Google’s largest single investment in Europe. It will expand data-centre infrastructure across …

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AI Could Cause Global Economic Downturn, Andrew Bailey Warns G20

The rapid rise of artificial intelligence could become a serious threat to global financial stability, Bank of England Governor Andrew Bailey has warned, urging G20 policymakers to prepare for the risks posed by increasingly powerful AI systems. Bailey, writing as chairman of the Financial Stability Board (FSB), reportedly cautioned that a sharp reversal in the …

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Nvidia’s AI Machine Shows No Sign of Slowing

Nvidia has once again delivered figures that underline just how extraordinary the artificial intelligence boom has become. Its latest results, reported on 26 August, showed second-quarter revenue soaring 106% year-on-year to $96.2 billion, comfortably ahead of Wall Street expectations of around $92.3 billion. Adjusted earnings reached $2.22 a share, also beating forecasts. Data centres The …

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Nvidia’s AI Price Warning: The Cost of the AI Boom Is Rising

Nvidia customers are reportedly being warned that the cost of AI infrastructure could rise sharply, highlighting a new problem for an industry already spending billions to expand computing capacity. According to reports, some of Nvidia’s largest customers have been told that prices for servers containing its artificial intelligence chips could increase by more than 15% …

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Is the AI Productivity Payoff Coming Any Time Soon?

The first phase of the artificial intelligence boom was largely about the companies building the technology. Nvidia, Microsoft, Amazon and other giants have poured billions into chips, data centres and cloud infrastructure, creating some of the biggest investment stories of recent years. But the next phase could be rather different. The real financial payoff from …

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Could Rising Yields Help Pop the AI Bubble?

The artificial intelligence boom is facing a new potential headwind: rising bond yields. While AI companies continue to report impressive growth and enormous investment plans, higher borrowing costs could increasingly challenge the valuations that have propelled technology stocks to record levels. US Treasury yields have been climbing, with the 10-year yield recently reaching around 4.7%, …

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The AI Revolution Is Real — But So Is the Bubble Risk

Hermann Hauser has seen technology revolutions come and go. As the co-founder of Arm and a veteran technology investor, his latest warning about artificial intelligence deserves attention — particularly because he is not predicting that the AI boom will collapse. Quite the opposite Hauser believes AI could create more economic value than any previous technology …

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Anthropic revenue reportedly jumped to more than $11.5 billion in Q2 – but where is the profit?

Anthropic’s extraordinary growth is beginning to answer one of the biggest questions hanging over the artificial intelligence boom: can the companies building expensive AI models actually make money? The Claude developer reportedly generated more than $11.5 billion in revenue during the second quarter of 2026, up more than 14-fold from the $787 million recorded in …

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AI’s Energy Crisis: The Power Problem Behind the Tech Boom

Artificial intelligence is facing a problem that cannot be solved by buying more chips: there may not be enough electricity to power the machines. AI data centres are expanding rapidly. Training and running models requires enormous computing power, while the facilities themselves need electricity for cooling. IEA The International Energy Agency estimates data-centre electricity consumption …

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SpaceX Stumbles as AI Spending Clouds the IPO Glow

In June 2026 – SpaceX seemed unstoppable. Its long-awaited stock market debut was hailed as one of the biggest public offerings in years, helping lift investor confidence and fuelling another wave of enthusiasm for technology shares. The company’s arrival on public markets was viewed as confirmation that the AI revolution, combined with space technology, would …

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IBM’s ‘block of flats’ chip design pushes Moore’s Law into new territory

IBM’s latest research breakthrough – a sub‑1nm chip architecture built like a “block of flats” – marks one of the most ambitious attempts yet to stretch Moore’s Law beyond its natural limits. The company claims its new NanoStack design can pack almost 100 billion transistors onto a fingernail‑sized chip, a density that would have been …

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Micron is the latest company to reach $1 trillion valuation

Micron has surged past the $1 trillion valuation mark, becoming the latest chipmaker to ride the relentless global demand for advanced memory used in AI data centres. The company’s shares have climbed sharply as hyperscalers race to secure high‑bandwidth memory for next‑generation training clusters, pushing Micron’s order book to record levels and transforming what was …

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What would happen to the S&P 500 should one or some or all of the Magnificent Seven companies fail to deliver their AI promise – even just a little?

If the Magnificent Seven were to fall short of the AI and tech transformation investors have priced in, the S&P 500 would face one of the most severe valuation resets in its modern history. With the group now representing roughly one‑third of the entire index, any collective disappointment would ripple far beyond technology and into …

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