Google says it plans to invest $40B through 2027 in three new data centers in Texas, including one co-located with a new solar and battery energy storage plant
The State's Latest AI Infrastructure Seth Bodine / Houston Business Journal : Google to invest $40 billion in Texas data centers Newsmax : Google to Invest $40B in Data Centers in Texas Lana Ferguson ...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
BlackRock, GIP, Microsoft, and MGX announce a new AI fund that seeks to raise $30B+ of private equity capital and $100B+ in total investment when including debt
Should we be worried? Louisa Clarence-Smith / The Times : BlackRock and Microsoft to launch $100bn AI infrastructure fund Aaron Holmes / The Information : Microsoft, BlackRock to Launch $30 Billion Fu...
A backlash against data centers has triggered laws in Arizona, Georgia, and other parts of the US to restrain the rapidly growing, energy-intensive industry
Antonio Olivo / Washington Post : X: @postlocal , @paula_in_pwc , @montroseva , @jessefelder , @postlocal , and @postlocal X: @postlocal : Despite being a major source of tax revenue, there are conce...
Oxide Computer, which aims to provide on-premise cloud computers including to clients like the Idaho National Laboratory, raised a $44M Series A led by Eclipse
Today we are announcing the general availability of the world's … Shubham Sharma / VentureBeat : Cloud vs. on-prem? Oxide wants to bring together the best of both worlds Intel Capital : Investing in O...
AWS will spend $35B on new data centers in Virginia by 2040, creating ~1,000 jobs, in exchange for tax breaks and potentially up to $140M in performance grants
Welcome to Mostly Cloudy! Today: AWS vows to spend billions … The Information : Amazon Web Services to Spend $35 Billion on Data Centers in Virginia Dan Swinhoe / DCD : AWS to invest $35 billion expa...
How Facebook, which had around 37,000 employees at the end of last year, thinks about its IT strategy and builds most of its IT tools in-house
If you have ever worked at any sizable company, the word “IT” probably doesn't conjure up many warm feelings. If you're working for an old … Tweets: @kristphr , @grahamgilbert , and @codorniou Tweets...
iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again
@stratechery https://stratechery.com/... Steven Sinofsky / @stevesi : The iPhone Franchise http://stratechery.com/... @stratechery // Smart. Interesting to consider the iPhone annuity stream relative ...