Solidigm drops its IPO review. The storage capacity problem remains
SK hynix still sees a need for additional US production facilities, without a final funding package or opening date.
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NVIDIA Minerva looks for the bottleneck between the GPUs
The new operations platform links infrastructure telemetry with running jobs. Its value depends on turning correlated alerts into useful interventions.
The AI server boom needs CPUs to do the work around the model
TrendForce forecasts rising processor shipments and a larger Arm share. Neither estimate tells you how fast a particular application will run.
Google’s gigawatt power deal buys flexibility from homes and businesses
The expanded Voltus agreement aims to reduce demand when the PJM grid is strained. A virtual power plant is a capacity commitment, not a new generator switched on today.
Micron’s vertical-memory roadmap brings data closer—and makes heat harder to escape
Vertical HBM, DDR6 and 1TB modules solve different bottlenecks. The roadmap describes engineering targets, not a shopping list of available upgrades.
Infineon and NVIDIA tackle the conversion chain behind an 800V AI rack
Higher voltage can reduce distribution current. Intermediate converters and protection still have to make that supply usable by computing hardware.
Meta’s ad business grows, but its infrastructure bill exceeds quarterly operating cash
Q3 revenue rose 26%. A legal charge complicates the profit comparison, while capital spending pushed reported free cash flow below zero.
DeepSeek opens DeepInfer, with a clear boundary between engine and service
The release supports NVIDIA SM100 and Huawei Ascend 950 hardware, while a complete serving stack still needs additional infrastructure.
AI’s fiber demand runs into a manufacturing clock measured in years
A shortage forecast and a long Corning–Verizon supply deal reveal the pressure on optical fiber. Fiber-kilometers do not mean kilometers of new cable routes.