Amazon CEO Andy Jassy goes wobbly on AI bubble possibility
Sure it's a bubble and the deals are circular - that doesn't mean Amazon's not going to try to extract value from it
AI + ML20 Jan 2026 | 5
Datacenter
Power scarcity drives datacenters to Texas, where the juice is
Plus, one in three bit barns expected to exceed 1 GW by 2035
On-Prem20 Jan 2026 | 28
Microsoft hiring energy strategists to power its Asian datacenters
Asia In Brief PLUS: ASUS gets into healthcare gadgets; Vietnam’s first fab; Australia's child social ban takes out 4.7 million accounts; And more!
Off-Prem19 Jan 2026 |
Trump wants big tech to pay for big beautiful power plants
It just needs PJM Interconnection, one of the US's biggest grid operators, to green light the auction
Public Sector17 Jan 2026 | 35
Hyperscalers, vendors funding trillion dollar AI spree, but users will have to pay up long term
Analyst: We'll hit a spot where 'we go from that was a great idea to where's my revenue?'
AI + ML16 Jan 2026 | 16
Researchers scrutinize datacenters' lifecycles, aiming to make them more sustainable
Much of the damage done well before first power-on, in bit barns' childhood, says study
On-Prem16 Jan 2026 | 2
NARROWER TOPICS
Open ISA champ SiFive leaps aboard Nvidia's proprietary interconnect bandwagon
You might call it a RISC-V/NVLink Fusion ... or a bad day for UALink
Systems15 Jan 2026 |
OpenAI to serve up ChatGPT on Cerebras’ AI dinner plates in $10B+ deal
SRAM-heavy compute architecture promises real-time agents, extended reasoning capabilities to bolster Altman's valuation
Systems15 Jan 2026 | 4
Ignore rosy datacenter expansion projections – there isn't enough power
Grid and generation capacity are not being added fast enough to support the scale of growth many forecasts assume
Systems14 Jan 2026 | 12
AI's $3T infrastructure binge continues despite lack of clear profits
Investment in datacenters to peak by 2029, place your bets please
On-Prem14 Jan 2026 | 11
Trump says Americans shouldn't 'pick up the tab' for AI datacenter grid upgrades
Big Tech warned expansion must come without higher household bills as Microsoft signals support
On-Prem13 Jan 2026 | 67
Trump may hate renewables, but AI datacenters still fancy cheap solar
Analysts say cheap energy and storage make sense for bit barns despite policy headwinds
On-Prem13 Jan 2026 | 45
Zuck forms Meta Compute to pave the planet with 'hundreds of gigawatts' of AI datacenters
No wonder he's going nuclear
Off-Prem12 Jan 2026 | 20
While you pay through the nose for memory, Samsung expects to triple its profits in Q4
Memory pricing expected to surge another 60% in Q1 with relief years away
Storage08 Jan 2026 | 10
Why colos are city slickers and hyperscalers are country bumpkins
One wants customers next door, the other wants cheap power
On-Prem08 Jan 2026 | 4
Luggable datacenter: startup straps handles to server with 4 H200 GPUs
Who can lift a 77-pound box into the overhead?
Systems07 Jan 2026 | 20
Virginia's datacenter tax breaks cost state $1.6B in 2025
Trillion-dollar internet giants don't need freebies, watchdog warns, as giveaways double in a year
On-Prem07 Jan 2026 | 9
Mem-ageddon: AI chip frenzy to wallop DRAM prices with 70% hike
Samsung and SK hynix readying another gouge as server silicon squeeze leaves PCs and phones out in the cold
Systems06 Jan 2026 | 22
Every conference is an AI conference as Nvidia unpacks its Vera Rubin CPUs and GPUs at CES
Teasing the next generation earlier than usual
Systems05 Jan 2026 | 3
Nvidia DMs TSMC: Please sir can I have some more? The Chinese are starved for H200s
GPUzilla has reportedly received orders for more than two million units
Systems31 Dec 2025 | 11
Everybody has a theory about why Nvidia dropped $20B on Groq - they're mostly wrong
El Reg speculates about what GPUzilla really gets out of the deal
Systems31 Dec 2025 | 24
When the AI bubble pops, Nvidia becomes the most important software company overnight
Want to survive the crash? Find another way to make money with GPUs
AI + ML30 Dec 2025 | 89
SoftBank scrambling to come up with $22.5B in OpenAI funding before New Year
Masayoshi Son better hope he made Santa's nice list
AI + ML22 Dec 2025 | 21
Nvidia wasting no time to flog H200s in China
Shipments still waiting on approval from Beijing
Systems22 Dec 2025 | 13
AI is rewriting how power flows through the datacenter
Rising rack densities are driving changes from grid connection to chip-level delivery
The Future of the Datacenter22 Dec 2025 | 9
Datacenters feel the Bern as Senator Sanders pushes bit barn building pause
Vermont lawmaker proposes DC moratorium to give Congress time to rein in the AI boom
Public Sector17 Dec 2025 | 15
All aglow about DCs, investors launch $300M at microreactor startup
Startup expects its first Kaleidos reactor to power on at Idaho National Lab next year
The Future of the Datacenter17 Dec 2025 | 12
GitHub walks back plan to charge for self-hosted runners
updated Engineers cried foul over plan to charge $0.002/min.
Devops17 Dec 2025 | 50
Why do bit barns keep bumping up our bills, Senators ask DC operators
Amazon, meanwhile, claims its datacenters are helping ratepayers despite tons of evidence to the contrary
The Future of the Datacenter16 Dec 2025 | 21
US freezes $42B trade pact with UK over digital tax row
Tech Prosperity Deal paused after London resists pressure on online services levy
Public Sector16 Dec 2025 | 75
From Georgia to Essex, AI datacenters are testing public goodwill
Communities on both sides of the Atlantic push back against rapid build-outs
The Future of the Datacenter16 Dec 2025 | 24
Ford shifts gears to build batteries for datacenters
EV sales didn’t accelerate as hoped, so it will repurpose idling factories
Off-Prem16 Dec 2025 | 41
Oracle isn't done with Ampere yet as A4 instances arrive on OCI boasting 96 cores
Big Red said it had sold its stake in its long-time silicon partner last week
PaaS + IaaS15 Dec 2025 | 4
Delays? What delays? Oracle insists its $300B cloud contract with OpenAI is on track
And don't sweat the debt either, we've got plenty of capital at our disposal
The Future of the Datacenter15 Dec 2025 | 7
Hyperscalers fuel $112B server spending spree in Q3
IDC's latest tracker numbers were brought to you by the letters A and I
The Future of the Datacenter15 Dec 2025 | 6
Building the future-ready datacentre
Tomorrow’s datacentre won’t be like yesterday’s. Here’s why.
Sponsored Feature
The future of long-term data storage is clear and will last 14 billion years
SPhotoix moves its 5D Memory Crystal cold storage tech closer to deployment in data centers
Storage14 Dec 2025 | 102
AI datacenter boom could end badly, Goldman Sachs warns
Bank sketches four scenarios in which monetization falters or demand swamps supply by 2030
The Future of the Datacenter12 Dec 2025 | 32
AI superintelligence is a Silicon Valley fantasy, Ai2 researcher says
The dream of electric sheep gets a reality check from Moore’s Law
AI + ML11 Dec 2025 | 73
Nvidia's unreleased infrastructure management service isn't for tracking GPUs, but it can
updated If you opt in to the paid service that is
Systems10 Dec 2025 | 2
Qualcomm takes RISC on Arm alternative with Ventana acquisition
California chipset giant says it’ll develop Arm and RISC-V CPU cores in parallel
The Future of the Datacenter10 Dec 2025 | 4
Galactic Brain space datacenter coming in 2027, pledges startup Aetherflux
Getting inferencing infrastructure into orbit may soon be cheaper than building it down here
The Future of the Datacenter10 Dec 2025 | 27
Diversion to power datacenters earns Boom Supersonic a ticket to revive fast air transport
Adapts its engines to power bit barns, and lands cash to fund its takeoff roll
Off-Prem10 Dec 2025 | 40
Letting Nvidia sell H200s to China is closing the door after the horse has bolted
US export controls on AI accelerators have only succeeded in forcing China to develop its own tech
Systems09 Dec 2025 | 27
Activist groups urge Congress to pause US datacenter buildouts
Bad for consumers, bad for the environment, 230+ groups say
The Future of the Datacenter09 Dec 2025 | 9
AI mania to swell datacenter capex to $1.6T by 2030 – if the bubble doesn't pop first
Analysts say demand keeps rising despite constraints, shaky returns, and mounting investor nerves
The Future of the Datacenter09 Dec 2025 | 10
Bezos-backed Unconventional AI aims to make datacenter power problems go away
Interview Startup wagers the path to sustainable AI might be found in nature’s most amazing design - the brain
The Future of the Datacenter08 Dec 2025 | 27
Meta and Google turn to NextEra to feed insatiable datacenter power hunger
The Chocolate Factory will also put its AI to work inside one of America’s biggest utilities
The Future of the Datacenter08 Dec 2025 |
Datacenters are hoarding grid power just in case, says Uptime Institute
Warning that over-reserved capacity is blocking new connections
The Future of the Datacenter08 Dec 2025 | 31
Datacenters planned for Scotland could end up draining a loch of power
3 GW is roughly three quarters of the country's peak demand, says Foxglove
The Future of the Datacenter04 Dec 2025 | 147
Datacenters that don't have their own power supplies will fail
It's time to ask your bit barn provider how they'll keep the lights on, and what their plans mean for prices
The Future of the Datacenter04 Dec 2025 | 9
London grid crunch delays new housing amid datacenter boom
Assembly report urges clearer planning as soaring AI power demands strain capital's network
The Future of the Datacenter02 Dec 2025 | 32
Digital Realty, Equinix battle for €4.5B atNorth acquisition
Nordic datacenter operator's cool-climate facilities attract bids amid AI-driven market frenzy
On-Prem28 Nov 2025 | 3
Tenstorrent QuietBox tested: A high-performance RISC-V AI workstation trapped in a software blackhole
hands on $12K machine promises performance that can scale to 32 chip servers and beyond but immature stack makes harnessing compute challenging
Systems27 Nov 2025 | 10
Nvidia scoffs at threat from Google TPUs after rumored Meta tie-up
Embracing the Chocolate Factory's tensor processing units would be easier said than done for The Social Network
AI + ML25 Nov 2025 | 6
HPE scores $931M contract to make DoD’s cloud migration a little less public
Works like a public cloud but keeps everything on-prem
Public Sector25 Nov 2025 | 7
Rent-a-GPU neoclouds need to adapt or die as the AI market evolves
McKinsey points out the quandary facing companies like CoreWeave
PaaS + IaaS25 Nov 2025 | 6
Airbus: We were hours from pausing production in Spain
Exclusive Power outage in Iberia forced datacenter contingency rethink
On-Prem25 Nov 2025 | 58
Britain plots atomic reboot as datacenter demand surges
Taskforce calls UK the priciest place on Earth to build nuclear projects and urges radical regulatory reset
The Future of the Datacenter25 Nov 2025 | 28
Amazon-backed X-energy sweet talks investors into another $700M for small modular reactor dream
Start-up claims to have booked orders for 144 miniaturized reactors totaling 11GW across US and UK
Science24 Nov 2025 | 10
Open Compute Project figuring out how to get quantum computers into classical datacenters
It’s an ethereal and weighty problem, not a powerful conundrum
The Future of the Datacenter21 Nov 2025 | 10
Google and Westinghouse lean on AI to speed US nuclear plant builds
Pair say digital twin-powered scheduling will cut costs, shrink timelines for 10 planned reactors
On-Prem20 Nov 2025 | 24
Biting the hand that feeds IT
