Data Centers
10 pieces on Data Centers.
News & Analysis
Nvidia's $3.5B MediaTek Bet Makes Custom Chips Depend on Nvidia Racks
Nvidia invests $3.5B in MediaTek so hyperscaler custom ASICs plug into NVLink Fusion — escaping the GPU but not the platform.
Nvidia's Vera Rubin Delivers 3x Storage Gains Beyond the GPU
Nvidia's Vera Rubin stack delivers up to 3x storage operation gains via the Vera CPU — shifting its moat from GPU silicon to data orchestration.
EPA Moves to Kill Public Notice Rules for Data Center Air Permits
The EPA proposes eliminating federal public participation requirements for minor-source air permits, letting states decide whether data center neighbors get any say.
UK Grid Queue Hit 125 GW as Phantom Data Centers Pile In
Speculative data center applications drove UK grid queue demand from 41 GW to 125 GW in seven months. Ofgem's fix could lock out smaller AI operators.
Nvidia Takes Minority Stake in Data Center Site Developer Cloverleaf
Nvidia acquires a minority equity stake in Cloverleaf Infrastructure, a 2024-founded power-site middleman, in a deal likely worth several hundred million dollars.
Ulanqab's 12.5 GW Bet Puts China's AI Compute Ahead of Stargate
A city of 1.5 million in Inner Mongolia has 12.5 GW of data center commitments — more than OpenAI's Stargate — with 70% pledged in the past year.
Relativity Networks Raises $22M to Cut Data Center Fiber Latency 30%
Hollow-core fiber transmits signals 30% faster than glass-core fiber. A $40M hyperscaler order suggests the physics finally matter at AI cluster scale.
Nvidia Invests $1.5B in SB Energy, Locks In Sole GPU Supply at Ports-Pike
Nvidia's $1.5B equity stake in SB Energy makes it the sole compute supplier at the OpenAI-linked Ports-Pike data center, backed by up to $105B in credit.
Groq Raises $350M at $3.5B Valuation in Neocloud Pivot
Groq closes $350M at $3.5B — down from $6.9B — as it abandons custom LPU chips and operates Nvidia GPUs across 13 data centers.
Noreva Warns Natural Gas Could Top $10/MMBtu at Some U.S. Hubs
Energy research firm Noreva forecasts natural gas prices above $10/MMBtu at some U.S. hubs, threatening the cost model behind hyperscalers' gigawatt-scale gas bets.