Data Centers

Documents indicate Google plans to operate one of the largest data centers in the United States in southeast Nebraska, powered by a Tenaska natural gas plant that could generate up to 3,000 megawatts. The project, which may incorporate carbon capture technology, hinges on a state bill allowing private power plants to connect to the public grid. Tenaska has secured options on over 2,600 acres for the site.

16 марта 2026 Сообщено ИИ

A Seeking Alpha analyst continues to recommend Vertiv Holdings (NYSE:VRT) stock, highlighting its role in AI and data center infrastructure. The company reports a $15 billion backlog and guidance for over 30% sales growth in 2026. Strong fundamentals support the positive outlook despite a premium valuation.

A prolonged downturn in cryptocurrency has rendered Bitcoin mining unprofitable for many operators, leading them to repurpose their energy-intensive infrastructure for artificial intelligence applications. Companies like IREN Ltd. are betting on the growing demand for AI data centers. This pivot highlights the overlapping needs of crypto mining and AI computing.

8 декабря 2025 Сообщено ИИ

The Arm Memory Partitioning and Monitoring (MPAM) driver has been integrated into the Linux 6.19 kernel, enabling better control over memory and cache resources in multi-tenant environments. This upstreaming, merged last week, supports configurations via ACPI or Device Tree and addresses resource contention in data centers. It marks a key step for Arm-based systems in achieving predictable performance.

Microsoft, Alphabet, Meta, and Amazon are pouring tens of billions into data centers, driving US economic growth through AI infrastructure. Their combined 2025 capital expenditures are projected at roughly $370 billion, with expectations of further increases in 2026. Microsoft led spending last quarter with nearly $35 billion, equaling 45 percent of its revenue.

2 ноября 2025 Сообщено ИИ

China has unveiled its first underwater data center, investing $226 million in submerged servers. The initiative claims to outpace Microsoft's Project Natick. Offshore wind supplies up to 95% of the energy for the facility.