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Vertiv and Netweb Partner to Deliver Liquid-Cooled AI Data Center Racks for India's Growing AI Market

Vertiv has announced a collaboration with Netweb Technologies to engineer and validate liquid-cooled AI data center racks in India. The partnership combines Vertiv's liquid cooling infrastructure with Netweb's GPU compute platforms to address the high power demands of AI workloads and extreme thermal densities, enabling rack densities beyond 200KW per unit while supporting the Make in India program.

Technology2 sources

Vertiv and Netweb Partner to Deliver Liquid-Cooled AI Data Center Racks for India's Growing AI Market

Technology2 sources

ASML expands chipmaking tools beyond EUV lithography to capture booming AI chips market

ASML, the sole producer of extreme ultraviolet lithography machines, is diversifying into advanced packaging and larger chip production tools to meet AI demand. The $560-billion company plans to develop equipment for connecting specialized chips and expand beyond its current postage stamp-sized printing limit, aiming to capture more of the rapidly growing AI processor market over the next 10-15 years.

Technology8 sources

ASML expands chipmaking tools beyond EUV lithography to capture booming AI chips market

Technology8 sources

Dell stock surges 21% as AI server sales projected to hit $50 billion in fiscal 2027

Dell Technologies shares jumped 21% after the company projected $50 billion in AI server revenue for fiscal 2027, more than doubling from the prior year. The tech giant beat fourth-quarter estimates with $33.4 billion in sales, up 39% year-over-year, and enters the year with a record backlog of $43 billion in orders. The strong financial results signal robust demand for AI infrastructure despite rising memory chip costs.

Business8 sources

Dell stock surges 21% as AI server sales projected to hit $50 billion in fiscal 2027

Business8 sources

CoreWeave shares plunge 13% as $35 billion AI spending plan triggers investor concerns

CoreWeave's stock tumbled after the AI cloud infrastructure provider announced plans to more than double capital expenditure to $35 billion in 2026. The company posted a wider-than-expected loss of 89 cents per share while revenue hit $1.57 billion. Despite a $66.8 billion revenue backlog and partnerships with OpenAI and Microsoft, investors worry about margin pressure and the company's ability to deliver returns on massive infrastructure investments.

Business10 sources

CoreWeave shares plunge 13% as $35 billion AI spending plan triggers investor concerns

Business10 sources

Nvidia eyes orbital datacenters with new job posting as Jensen Huang weighs space-based AI future

Nvidia posted a job listing for an Orbital Datacenter System Architect to develop AI in orbit, signaling serious interest in space-based computing. CEO Jensen Huang acknowledged the concept faces poor economics and cooling challenges today, but noted improvements are coming as terrestrial data centers hit power grid limitations.

Technology3 sources

Nvidia eyes orbital datacenters with new job posting as Jensen Huang weighs space-based AI future

Technology3 sources

SK hynix and SanDisk unite to standardize High Bandwidth Flash for AI inference servers

SK hynix and SanDisk have launched a joint effort to standardize High Bandwidth Flash (HBF), a next-generation flash memory architecture designed to fill the performance gap between HBM and SSDs. The new memory standard targets AI inference workloads and could reach commercialization by late 2027 or early 2028.

Technology2 sources

SK hynix and SanDisk unite to standardize High Bandwidth Flash for AI inference servers

Technology2 sources

Broadcom projects AI chip sales to exceed $100 billion by 2027 on surging custom silicon demand

Broadcom CEO Hock Tan announced the company expects AI chip revenue to surpass $100 billion in 2027, marking a significant leap from $20 billion in 2025. The projection signals strong demand for custom AI chips from major tech clients including Google, OpenAI, and Meta Platforms, positioning Broadcom as a formidable alternative to Nvidia in the AI semiconductor market.

Technology20 sources

Broadcom projects AI chip sales to exceed $100 billion by 2027 on surging custom silicon demand

Technology20 sources

Memory prices surge as AI demand triggers supply crisis, threatening budget devices worldwide

Memory prices continue their steep climb, with NAND flash wafer costs surging 25% in February alone and DDR5 RAM prices tripling since July 2025. The escalating demand from AI infrastructure has created a supply crisis that analysts warn could eliminate budget PCs and smartphones from the market, with prices shifting hourly as smaller firms struggle to compete.

Business8 sources

Memory prices surge as AI demand triggers supply crisis, threatening budget devices worldwide

Business8 sources

Jensen Huang says markets got it wrong on AI threat to software companies as Nvidia posts $68B

Nvidia CEO Jensen Huang pushed back against fears that AI agents will eliminate enterprise software companies, calling market concerns misguided. Speaking after Nvidia reported $68.13 billion in quarterly revenue, Huang argued that AI agents will leverage existing software tools like ServiceNow and SAP rather than replace them, enhancing productivity instead of cannibalizing the industry.

Technology2 sources

Jensen Huang says markets got it wrong on AI threat to software companies as Nvidia posts $68B

Technology2 sources

Hut 8 stock surges as earnings reveal aggressive AI pivot away from Bitcoin mining

Hut 8 shares climbed despite reporting a $2.63 per share loss in Q4, as investors focused on the company's strategic pivot to AI infrastructure. The miner secured a massive 15-year, $7 billion contract with Fluidstack backed by Google, signaling its shift from traditional Bitcoin mining to high-density data centers serving energy-intensive AI workloads.

Business2 sources

Hut 8 stock surges as earnings reveal aggressive AI pivot away from Bitcoin mining

Business2 sources

Nvidia ships first Vera Rubin AI chips to customers, promising 10x efficiency gains over Blackwell

Nvidia has begun delivering samples of its Vera Rubin platform to select customers, marking a pivotal moment in AI infrastructure evolution. The system combines 72 Rubin GPUs with 288 GB HBM4 memory apiece and 36 Vera CPUs, promising 10 times better performance per watt than its Blackwell predecessor. Production shipments are expected in the second half of 2026.

Technology4 sources

Nvidia ships first Vera Rubin AI chips to customers, promising 10x efficiency gains over Blackwell

Technology4 sources

China targets 5x increase in advanced chip output to fuel AI ambitions despite equipment constraints

China's top chipmakers including SMIC and Hua Hong Semiconductor are racing to quintuple production of 7nm and 5nm chips within two years, aiming for 100,000 wafers monthly to meet surging AI demand. The ambitious expansion faces significant hurdles as export controls limit access to critical manufacturing equipment from Western suppliers.

Business2 sources

China targets 5x increase in advanced chip output to fuel AI ambitions despite equipment constraints

Business2 sources

Hyundai Motor Group commits $6.3 billion to build AI data center and robotics hub in South Korea

Hyundai Motor Group announced a massive 9 trillion won ($6.3 billion) investment in South Korea's Saemangeum area to build an AI data center equipped with 50,000 GPUs, a robot manufacturing factory, and hydrogen production facilities. The automaker is accelerating its transformation into a physical AI company amid mounting pressure from US tariffs and Chinese competition.

Technology7 sources

Hyundai Motor Group commits $6.3 billion to build AI data center and robotics hub in South Korea

Technology7 sources

Intel backs SambaNova with $350M to challenge Nvidia's grip on AI chip market

Intel CEO Lip-Bu Tan is deepening ties with AI chip startup SambaNova through a $350 million funding round and multi-year product partnership. The collaboration aims to deliver cost-efficient AI inference solutions as Intel works to compete with Nvidia's dominance in the fast-growing artificial intelligence market.

Business2 sources

Intel backs SambaNova with $350M to challenge Nvidia's grip on AI chip market

Business2 sources

Red Hat launches AI Enterprise platform to accelerate hybrid cloud AI deployments at scale

Red Hat introduced Red Hat AI Enterprise, a unified AI platform designed to deploy and manage AI models, agents and applications across hybrid cloud environments. Alongside Red Hat AI 3.3 and the co-engineered Red Hat AI Factory with NVIDIA, the new metal-to-agent stack addresses enterprise challenges in scaling AI projects beyond the pilot phase through integrated lifecycle management.

Technology3 sources

Red Hat launches AI Enterprise platform to accelerate hybrid cloud AI deployments at scale

Technology3 sources

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