Chips & Memory
ECARX and Arm put software and safety into a joint physical-AI compute roadmap
A new non-binding agreement sets the scope for architecture and validation work across mobility and other applications.
Read the analysisThe lead / Power & Grids
Advanced Energy’s data-centre revenue growth measures demand for power conversion
The November 2 results report $256.2 million in data-centre computing revenue as the company expands manufacturing.
Read the analysis ↗
Explore the desks
Across the publication
On our radar
Data Centers
Riot’s Corsicana lease separates powered land from the tenant’s compute deployment
The 910 MW agreement assigns modular computing equipment and operations to an unnamed AI-lab tenant.
Read the analysis
Networks & Edge
Marvell plans to bring Lumentum optics inside its AI connectivity portfolio
The proposed combination links electrical interconnect and optical components, while integration and regulatory approval remain ahead.
Read the analysisDesk 01 / 13 analyses
View all ↗Chips & Memory
Understand chips & memory and the practical limits of autonomous systems.
Chips & Memory
ECARX and Arm put software and safety into a joint physical-AI compute roadmap
A new non-binding agreement sets the scope for architecture and validation work across mobility and other applications.
Read the analysis
Chips & Memory
Bull and STACKIT plan to connect rack-scale computing with cloud delivery
The proposed collaboration joins European manufacturing and liquid-cooling experience with a cloud marketplace route.
Read the analysis
Chips & Memory
GlobalFoundries reports higher shipments as data-centre applications expand its business mix
The preliminary third-quarter results show 13% revenue growth and higher gross margin, while manufacturing expansion remains on a later timetable.
Read the analysisDesk 02 / 7 analyses
View all ↗Power & Grids
Understand power & grids and the practical limits of autonomous systems.
Power & Grids
Advanced Energy’s data-centre revenue growth measures demand for power conversion
The November 2 results report $256.2 million in data-centre computing revenue as the company expands manufacturing.
Read the analysis
Power & Grids
GE Vernova’s 122GW order pipeline makes power-equipment delivery a constraint for AI growth
The October results combine turbine backlog and slot reservations; neither is electricity already available to a computing facility.
Read the analysis
Power & Grids
Oracle’s Jupiter fuel-cell proposal lowers a permitted-emissions projection
The revised microgrid design is a pending permitting proposal, not measured operating performance.
Read the analysisDesk 03 / 11 analyses
View all ↗Data Centers
Understand data centers and the practical limits of autonomous systems.
Data Centers
Riot’s Corsicana lease separates powered land from the tenant’s compute deployment
The 910 MW agreement assigns modular computing equipment and operations to an unnamed AI-lab tenant.
Read the analysis
Data Centers
Drax and Radiant set out a staged route to a UK AI data-centre campus
Existing land and power infrastructure underpin a proposed first phase of up to 100 MW, with planning, network approval and a tenant still required.
Read the analysis
Data Centers
NVIDIA’s DSX POD moves AI-factory assembly upstream, but site readiness still sets the clock
Factory integration could shorten onsite work; the 14-day claim begins after the location’s supporting infrastructure is prepared.
Read the analysisDesk 04 / 9 analyses
View all ↗Networks & Edge
Understand networks & edge and the practical limits of autonomous systems.
Networks & Edge
Marvell plans to bring Lumentum optics inside its AI connectivity portfolio
The proposed combination links electrical interconnect and optical components, while integration and regulatory approval remain ahead.
Read the analysis
Networks & Edge
Oracle’s Acceleron update targets the network failures that can idle an AI cluster
The October 27 announcement links dedicated fabrics and host-level routing to multi-tenant resilience; measured application behavior remains the test.
Read the analysis
Networks & Edge
Nokia tests shared AI and radio workloads on Elisa’s live network
The reported test is distinct from broader commercial availability expected in 2027.
Read the analysisDesk 05 / 9 analyses
View all ↗Compute Economics
Understand compute economics and the practical limits of autonomous systems.
Compute Economics
TeraWulf adds Google credit support to its Anthropic campus leases
The new agreements address tenant-payment exposure on a previously announced 401 MW development in Kentucky.
Read the analysis
Compute Economics
Ollama’s two-week cloud rollout shows how managed inference can change the deployment bill
A Crusoe customer account shifts attention from accelerator prices to integration time, while leaving general cost comparisons unproved.
Read the analysis
Compute Economics
Nebius publishes live spot prices for interruptible GPU capacity
Transparent rates help buyers compare options, but restart costs still shape the price of completed work.
Read the analysis