GPU & Compute Supply

AI & ML
Data Centres
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Lotus Microsystems launches vStrata vertical power module for AI racks

Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
Copenhagen-based Lotus Microsystems has unveiled vStrata, a co-engineered power and thermal platform targeting AI accelerator density limits, with engineering samples due
The Datatech Times Editorial Team  · 
Cloud Infrastructure
Data Centres

Cipher Digital prices $810m secured notes to fund Stingray data centre

Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
Cipher Digital's subsidiary Stingray Compute has priced $810m in 6% senior secured notes due 2031 to finance its industrial-scale HPC data centre.
The Datatech Times Editorial Team  · 
AI & ML
Cloud Infrastructure
Semiconductors

AMD pledges £2bn to UK AI infrastructure over five years

AMD has committed up to £2bn over five years to expand AI compute, research partnerships and workforce development across the United Kingdom.
AMD has committed up to £2bn over five years to expand AI compute, research partnerships and workforce development across the United Kingdom.
The Datatech Times Editorial Team  · 
AI & ML
Data Centres
Semiconductors

SK Telecom and NVIDIA to build gigawatt-scale AI Cloud in Korea

SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
SK Telecom plans a gigawatt-scale AI Cloud using NVIDIA's DSX platform, with the first AI factory targeting a 2027 launch.
The Datatech Times Editorial Team  · 
AI & ML
Cloud Infrastructure
Data Centres

Rumble and Together AI sign multi-year NVIDIA Blackwell compute deal

Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
Rumble will supply Together AI with dedicated liquid-cooled NVIDIA HGX B300 GPU capacity under a multi-year agreement targeting inference, fine-tuning and training
The Datatech Times Editorial Team  · 
Data Centres
Semiconductors

NVIDIA and SK hynix sign multiyear memory partnership for AI factories

The two companies will co-develop next-generation memory for NVIDIA's Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
The two companies will co-develop next-generation memory for NVIDIA's Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs and Jetson Thor robotics platforms.
The Datatech Times Editorial Team  · 
AI & ML
Cloud Infrastructure
Data Centres

NAVER expands sovereign AI infrastructure with NVIDIA DSX platform

NAVER will deploy NVIDIA's DSX platform at gigawatt scale, starting with a 55 MW expansion at its GAK Sejong data centre in South Korea.
NAVER will deploy NVIDIA's DSX platform at gigawatt scale, starting with a 55 MW expansion at its GAK Sejong data centre in South Korea.
The Datatech Times Editorial Team  · 
AI & ML
Data Centres
Semiconductors

STMicroelectronics doubles data centre revenue target to $1bn for 2026

ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
ST has raised its 2026 data centre revenue ambition to roughly $1bn, citing AI infrastructure demand and capacity ramp-up progress.
The Datatech Times Editorial Team  · 
AI & ML
Data Centres
Semiconductors

Microchip launches PCIe 6.0 and CXL 3.1 retimers for AI fabrics

Microchip Technology's XpressConnect retimers target signal-integrity and latency bottlenecks in large-scale GPU clusters running at 64 GT/s.
Microchip Technology's XpressConnect retimers target signal-integrity and latency bottlenecks in large-scale GPU clusters running at 64 GT/s.
The Datatech Times Editorial Team  · 
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