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X @Bloomberg
Bloomberg· 2025-07-15 09:32
CoreWeave to Invest $6 Billion in Pennsylvania AI Data Center https://t.co/p6MB7OzNfA ...
X @TechCrunch
TechCrunch· 2025-07-15 05:29
Meta is reportedly using actual tents to build data centers | TechCrunch https://t.co/1se7XSYs3R ...
GPU,太耗电了
半导体行业观察· 2025-07-15 01:04
公众号记得加星标⭐️,第一时间看推送不会错过。 来源:内容 编译自 blocksandfiles 。 数据中心面临一段时间的电力供应限制,这将影响其增长及其所提供的IT服务的增长。低功耗IT设备将有所帮助, 但人工智能所需的GPU耗电量远高于X86服务器。超大规模数据中心可以构建自己的数据中心发电机,但其余数据中 心则依赖于国家电网,而这些电网是发展缓慢的系统,这意味着企业和消费者IT服务的增长将面临限制,因为IT服 务需求将超过电力供应的增长。 数据中心市场持续增长。Dell'Oro Group 的研究显示,数据中心物理基础设施 (DCPI) 市场在 2025 年第一季度同比增长 17%。这标志着其连续第四个季度实现两位数增长,这得益于超大规模数据中心运营商和主机托管服务提供商的持续投 资,他们正在扩建数据中心容量,以满足人工智能 (AI) 工作负载的需求。研究指出,液冷技术的采用率激增(DLC 收入 翻了一番),高密度电源机架接近 600 千瓦,以及母线槽等配电系统的增长率超过 40%。 虽然所有地区都实现了增长,但北美地区以23%的同比增长率领跑其他地区。美国能源部的一份报告发现,2023年数据中 心消 ...
CoreWeave’s Power Needs Could Stress Texas Grid
Bloomberg Technology· 2025-07-14 19:22
Brody. What is. You went through a lot of documents. You got emails, documents.You spoke to officials. Talk to us about what you've gleaned about the scale that this poses on the grid and what officials plan to do about it. Yeah.So we all kind of hear this story about how AI is causing more electricity use, but it sounds kind of vague often when it's said what we have here is a pretty nice case study that a large data center is going to double the power needs in a Texas city. I mean, that's just one data ce ...
Eni and Khazna Partner to Develop Sustainable Data Center Campus
ZACKS· 2025-07-14 14:55
Core Insights - Eni S.p.A has entered into a joint venture with Khazna Data Centers to develop a data center campus in Ferrera Erbognone, Lombardy, as part of a broader partnership between Italy and the UAE, aiming for a combined IT capacity of up to 1 gigawatt in Italy [1][9] Group 1: Project Overview - The AI Data Center Campus is projected to have a total IT capacity of 500 megawatts, focusing on scalable, high-performance computing infrastructure while ensuring energy efficiency to minimize environmental impact [2] - The joint venture is formalized through a Heads of Terms agreement, outlining key responsibilities and administrative structure, leveraging Khazna's expertise in advanced data center operations [3] Group 2: Environmental Impact - Eni will supply "blue power," a low-carbon electricity source generated from its new Gas Power Plant equipped with carbon-capture technology, to the data center, aiming to reduce emissions and support a sustainable AI ecosystem in Europe [4][5] - This initiative represents a significant step in combining low-carbon energy with data center operations, addressing the high electricity consumption and carbon emissions typically associated with data centers [5] Group 3: Strategic Importance - The development of the data center campus is crucial for advancing Europe's digital transformation, particularly as artificial intelligence becomes increasingly vital across various industries [2] - The project aligns with Khazna's European expansion strategy, contributing to the necessary infrastructure for the growth of AI tools and technologies [3]
BluSky AI Inc. Announces Appointment of Tech Industry Veteran to Board of Directors
Globenewswire· 2025-07-14 14:12
Salt Lake City, July 14, 2025 (GLOBE NEWSWIRE) -- BluSky AI Inc. (OTC: BSAI), (“BluSky” or the “Company”), a next-generation developer of modular AI data center infrastructure, today announced the Appointment of Dan Gay, a renowned veteran of the telecom, data and technology industry, to its Board of Directors. The Appointment underscores BluSky AI’s strategic commitment to expanding its leadership bench as the company scales its footprint in the rapidly evolving artificial intelligence infrastructure space ...
X @Forbes
Forbes· 2025-07-14 14:00
NTT’s Data Center REIT Ends Flat In $773 Million Singapore Debut https://t.co/3RNencOqr1 https://t.co/3RNencOqr1 ...
X @Bloomberg
Bloomberg· 2025-07-14 13:01
RT Brody Ford (@BrodyFord_)Just one Coreweave/OpenAI data center will double the power needs of a Texas city. $crwv $corz https://t.co/8kihX6h3uC ...
X @Bloomberg
Bloomberg· 2025-07-14 12:28
CoreWeave is expanding a data center near Dallas, placing new demands on the US power grid and raising concerns about reliability https://t.co/liT2cG5LVC ...
Hyperscale Data Reduces Debt by Over $20 Million, Strengthens Balance Sheet Ahead of Planned Michigan AI Data Center Expansion
Globenewswire· 2025-07-14 10:59
Core Viewpoint - Hyperscale Data, Inc. has successfully reduced its outstanding debt by over $20 million, marking a significant step in its transition to a dedicated AI data center platform [1][2][3] Financial Position - The debt reduction enhances the company's financial stability as it prepares to develop a 617,000-square-foot data center in Michigan, aimed at becoming a major AI infrastructure hub [2][3] - The company believes its remaining debt is relatively insignificant in the context of its strategic growth plans, allowing for a more agile capital structure [3] Operational Developments - The company is focused on scaling operations and onboarding enterprise and hyperscale customers to maximize the potential of its infrastructure [3] - Hyperscale Data has reached an agreement to expand available power at its facility from approximately 30 MW to 300 MW, with completion expected in about 44 months [4] - An additional agreement with the local natural gas utility aims to supply an extra 40 MW of power, expected to be completed within 18 months [5] Market Validation - The company sees strong market validation for large-scale AI data centers, citing Applied Digital Corporation's recent 15-year hosting contract with CoreWeave, expected to generate over $7 billion in revenue from 250 MW of AI and HPC infrastructure [6] Strategic Focus - The company plans to complete its separation from Ault Capital Group, Inc. by the end of 2025, positioning itself as a focused AI infrastructure business [7][12] - The Michigan data center buildout remains the company's top priority, with expectations of unlocking significant long-term value as demand for AI and enterprise computing grows [8]