TL;DR: AI servers are projected to consume over 1000 kW of power due to NVIDIA's upcoming Rubin Ultra AI GPU and HBM4 memory. Current AI servers use 130-250 kW, but future models like Blackwell Ultra ...
Broadcom is set to lead AI server compute ASIC design with 60% share by 2027 as hyperscalers scale TPUs/Trainium/Maia.
TL;DR: NVIDIA has resolved technical issues delaying its GB300 AI server rack shipments, accelerating production with partners like Foxconn and Dell. The GB300 features advanced Blackwell GPUs and ...
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Nvidia to boost AI server racks to megawatt scale, increasing power delivery by five times or more
Nvidia is developing a new power infrastructure called the 800V HVDC architecture to deliver the power requirements of 1 MW server racks and more, with plans to deploy it by 2027. According to Nvidia, ...
Dell Technologies now says it offers AI data readiness with Dell Data Lakehouse, the densest GPU-capacity inside liquid-cooled racks and an AI model-buffing Agentic RAG with Nvidia. Dell Technologies ...
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Amphenol Corporation (APH) Positioned to Capture Market Share in AI Server Rack Connectivity
We recently compiled a list of the 10 Best Investments During A Recession. Amphenol Corporation is placed fifth among the ...
MUNICH & SANTA CLARA, Calif.--(BUSINESS WIRE)-- Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) is revolutionizing the power delivery architecture required for future AI data centers. In ...
Dell Technologies (NYSE: DELL) announced the expansion of its relationship with AI hyperscaler CoreWeave and reported that it is shipping Dell PowerEdge XE9712 server racks with NVIDIA GB200 NVL72, ...
Dallas, Texas - January 23, 2026 - PRESSADVANTAGE - Longhorn Reels, a Texas-based manufacturer with over 46 years of ...
Nvidia is experiencing more problems with its Blackwell GPUs, with the AI processors reportedly overheating when linked together in 72-chip data center racks. The chip designer has asked its suppliers ...
HPE says its implementation of AMD’s ‘Helios’ rack-scale platform will include what it’s calling the ‘first scale-up switch to deliver optimized performance for AI workloads over standard Ethernet,’ ...
AMD plans to launch its Helios rack-scale architecture in 2026 as a direct challenge to Nvidia in the AI infrastructure market, pending successful integration of its next-gen GPUs and processors.… The ...
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