Nvidia Faces Persistent Supply Shortages Amid Strong AI Chip Demand
Nvidia CEO Jensen Huang reports that demand for AI chips continues to exceed supply, with orders arriving daily despite broader market concerns about industry spending.
Nvidia CEO Jensen Huang reports that demand for AI chips continues to exceed supply, with orders arriving daily despite broader market concerns about industry spending.
Data center hardware developer Mueon Corp. has raised $65 million in a Series A round led by Maverick Silicon to advance its 3D server architecture.

BlackRock CEO Larry Fink warns that restricting AI data center development could push the U.S. economy into a recession, citing the sector's critical role in current capital expenditure growth.

Nvidia CEO Jensen Huang claims the company is the only provider capable of managing $100 billion AI factory projects, citing a massive backlog of verified customer contracts.

CoreWeave shares dropped 15.5% amid rising debt concerns and a broader selloff in the AI infrastructure sector that has erased $80 billion in market value.

Russian companies UCSSB and Data Center Expert have formed a strategic partnership to collaborate on the design, construction, and security of domestic data centers.
The Russian cloud provider h3llo.cloud has detailed its proprietary infrastructure, built on a 400 Gbps backbone and a custom Kubernetes-based software stack.

BlackRock CEO Larry Fink warns that restricting data center construction across the US could lead to an economic recession.

CorpSoft24 has launched new cloud service sites in Skolkovo and Yekaterinburg to support disaster recovery and business continuity for its clients.
Australia's renewable energy sector faces a capital crunch as investors pivot toward an AUD 150 billion pipeline of AI data center projects.

BlackRock CEO Larry Fink warned that halting U.S. data center construction could trigger a recession, citing their critical role in the economy amid a $40 trillion national debt.

Yandex is relocating critical systems to backup facilities with government support after drone strikes damaged three of its data centers in Russia.

ScaleFlux is launching new controller chips for PCIe Gen 6 SSDs and CXL memory to resolve performance bottlenecks in AI data center pipelines.

CoreWeave is targeting life insurers for capital to fund its AI data center expansion, even as the company faces rising bond yields and concerns over its $52 billion debt load.

Supermicro is prioritizing the speed of AI factory deployment and data pipeline integration over raw GPU counts to help customers bring clusters online faster.

Microsoft is developing composable memory architectures to optimize resource allocation and mitigate memory shortages in AI data centers.

Dell Technologies is pushing server consolidation to address the compute demands of agentic AI, claiming its next-gen PowerEdge systems can replace 13 older units with one.

BlackRock CEO Larry Fink warns that halting data center construction could trigger a US recession, citing the sector's critical role in driving economic growth through AI infrastructure investment.

Ambrosia Energy is building a 10 GWh battery factory in Texas to support off-grid data centers, aiming for full production within three years.

Amazon, Google, Meta, and Microsoft are resisting demands to fully fund U.S. power grid upgrades needed for their data centers, clashing with utilities over shared infrastructure costs.
