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Schneider Electric Secures $2.3 Billion in AI Data Center Deals as Partners Eye Massive Growth Opportunities

Schneider Electric announces major partnerships worth $2.3 billion with U.S. data center operators and unveils AI-powered EcoStruxure platform, while partners report unprecedented growth opportunities in the AI infrastructure boom.

Business4 sources

Schneider Electric Secures $2.3 Billion in AI Data Center Deals as Partners Eye Massive Growth Opportunities

Business4 sources

Brookfield Launches $100 Billion AI Infrastructure Program with Nvidia and Kuwait Investment Authority

Brookfield Asset Management has unveiled a massive $100 billion AI infrastructure program in partnership with Nvidia and Kuwait Investment Authority, targeting investments in data centers, power solutions, and compute capacity to support the growing AI industry.

Business6 sources

Brookfield Launches $100 Billion AI Infrastructure Program with Nvidia and Kuwait Investment Authority

Business6 sources

Nvidia's Memory Chip Shift Could Double Server Prices by 2026

Nvidia's transition from DDR5 to smartphone-style LPDDR memory chips in AI servers is expected to create massive supply chain disruptions and potentially double server memory prices by late 2026, according to Counterpoint Research.

Business6 sources

Nvidia's Memory Chip Shift Could Double Server Prices by 2026

Business6 sources

Lambda Raises $1.5B in Series E to Build AI Data Centers After Major Microsoft Deal

AI infrastructure provider Lambda secured $1.5 billion in Series E funding led by TWG Global to expand its data center operations. The funding comes after Lambda signed a multi-billion dollar deal with Microsoft to supply AI infrastructure using tens of thousands of Nvidia GPUs.

Business2 sources

Lambda Raises $1.5B in Series E to Build AI Data Centers After Major Microsoft Deal

Business2 sources

Bitcoin Mining Giant Bitfury Pivots to Launch $1 Billion Ethical Tech Investment Fund

After 14 years in Bitcoin mining, Bitfury announces a major pivot to become a tech investment firm, launching a $1 billion fund focused on ethical AI, quantum computing, and decentralized systems. The move reflects broader industry trends as mining profitability declines.

Business2 sources

Bitcoin Mining Giant Bitfury Pivots to Launch $1 Billion Ethical Tech Investment Fund

Business2 sources

South Korea Joins UAE's Stargate AI Infrastructure Project in $100 Billion Strategic Partnership

South Korea has agreed to participate in the UAE's ambitious Stargate AI infrastructure project, making a 30 trillion won investment to build what will become the world's largest AI data center outside the United States. The partnership extends beyond AI to include cooperation in nuclear energy, defense, and biohealth sectors.

Business3 sources

South Korea Joins UAE's Stargate AI Infrastructure Project in $100 Billion Strategic Partnership

Business3 sources

HIVE Digital Technologies Pivots to AI Infrastructure as Bitcoin Mining Revenue Soars 285%

Bitcoin miner HIVE Digital Technologies reports record Q2 revenue of $87.3 million, driven by expanded mining operations and growing AI infrastructure business. The company secured a major GPU deal with Dell while positioning itself as a dual-engine digital infrastructure provider.

Business3 sources

HIVE Digital Technologies Pivots to AI Infrastructure as Bitcoin Mining Revenue Soars 285%

Business3 sources

AI Demand Crisis Drives Memory Prices to Breaking Point as Stores Abandon Fixed Pricing

The AI boom has created a severe memory shortage, causing DDR5 RAM prices to surge over 190% in just two months. Some retailers have stopped displaying fixed prices due to daily fluctuations, with 64GB kits now costing more than gaming consoles.

Business7 sources

AI Demand Crisis Drives Memory Prices to Breaking Point as Stores Abandon Fixed Pricing

Business7 sources

AI Infrastructure Bubble Concerns Mount as CoreWeave's Financial Engineering Raises Red Flags

Growing concerns about an AI infrastructure bubble emerge as CoreWeave's debt-heavy business model and circular financing schemes highlight potential risks in the sector. Market concentration in AI stocks and unsustainable spending patterns raise questions about the industry's long-term viability.

Business6 sources

AI Infrastructure Bubble Concerns Mount as CoreWeave's Financial Engineering Raises Red Flags

Business6 sources

ASUS Unveils ProArt P16 Creator Laptop with AI-Powered Features and 4K OLED Display

ASUS launches the ProArt P16 laptop targeting professional creators with AMD Ryzen AI 9 HX 370 processor, optional RTX 5090 GPU, and integrated AI tools including Copilot+ PC capabilities for enhanced creative workflows.

Technology2 sources

ASUS Unveils ProArt P16 Creator Laptop with AI-Powered Features and 4K OLED Display

Technology2 sources

AI Investment Bubble Concerns Intensify as Industry Leaders Warn of 'Irrationality' Despite Nvidia's Strong Earnings

Google's Sundar Pichai warns of 'irrationality' in the trillion-dollar AI investment boom, comparing it to the late 1990s Internet bubble. Despite Nvidia's stellar earnings report showing continued growth, investors and analysts debate whether massive AI infrastructure spending represents sustainable growth or speculative excess.

Business50 sources

AI Investment Bubble Concerns Intensify as Industry Leaders Warn of 'Irrationality' Despite Nvidia's Strong Earnings

Business50 sources

AI Demand Triggers Memory Chip Shortage, Threatening Higher Prices for Smartphones and Electronics

A global memory chip shortage driven by AI data center demand is forcing manufacturers to prioritize high-margin AI components over consumer electronics, leading to supply constraints and potential price increases for smartphones, laptops, and cars in 2025-2026.

Business5 sources

AI Demand Triggers Memory Chip Shortage, Threatening Higher Prices for Smartphones and Electronics

Business5 sources

SK Hynix Dramatically Expands Yongin Semiconductor Investment to $410 Billion Amid AI Memory Chip Surge

SK Hynix has increased its investment in South Korea's Yongin semiconductor cluster from $85 billion to $410 billion to meet soaring demand for DRAM chips driven by AI applications. The expanded facility will feature four massive fabs with 50% larger clean rooms.

Business2 sources

SK Hynix Dramatically Expands Yongin Semiconductor Investment to $410 Billion Amid AI Memory Chip Surge

Business2 sources

NVIDIA Predicts AI-Accelerated Future for Scientific Computing as GPU Supercomputers Dominate Top500

NVIDIA's Ian Buck forecasts widespread AI integration in scientific computing within two years, while the company's GPU-accelerated systems now power 80% of the world's top supercomputers, fundamentally transforming how researchers approach complex simulations and discoveries.

Science2 sources

NVIDIA Predicts AI-Accelerated Future for Scientific Computing as GPU Supercomputers Dominate Top500

Science2 sources

Arm Joins Nvidia's NVLink Fusion Ecosystem, Enabling Custom AI Server Development for Hyperscalers

Arm integrates with Nvidia's NVLink Fusion technology, allowing hyperscalers to build custom AI servers combining Arm-based Neoverse CPUs with Nvidia GPUs. This partnership expands options for AI infrastructure while strengthening both companies' positions in the data center market.

Technology4 sources

Arm Joins Nvidia's NVLink Fusion Ecosystem, Enabling Custom AI Server Development for Hyperscalers

Technology4 sources

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