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High-density AI infrastructure is accelerating the adoption of solid-state power conversion, offering a modular alternative to century-old transformer designs.
The strategic acquisition of the Bangalore-based firm aims to integrate software-defined power control into Infineon’s existing high-performance computing portfolio.
New research from MIT provides a framework for measuring and reporting the electricity demand of AI systems as regulatory pressure mounts.
Major cloud providers are shifting capital toward custom silicon and networking, positioning Broadcom as a critical supplier for large-scale AI clusters.
Bank of America takes a 5.8% stake in IREN as regulatory grid freezes in Texas create a structural moat for established data center operators.
New research reveals that data center developers are prioritizing proximity to existing electrical grids over remote locations to ensure operational efficiency.
Oracle is scaling its infrastructure to meet massive AI demand, forcing investors to weigh long-term growth potential against the immediate burden of heavy capital expenditures.
Utility operators are securing multi-year fuel contracts to meet the massive, consistent energy requirements of AI data centers and electrified transport grids.
The partnership aims to establish a vertically integrated production hub for AI infrastructure, combining renewable energy with advanced hardware engineering.
Alphabet is leveraging an $84.75 billion convertible note issuance to fund a multi-year hardware lease, securing 110,000 NVIDIA GPUs for its cloud operations.