The cost of compute power: A $7 trillion race | McKinsey
Amid the AI boom, compute power is emerging as one of this decade''s most critical resources. In data centers across the globe, millions of

Amid the AI boom, compute power is emerging as one of this decade''s most critical resources. In data centers across the globe, millions of
Germany''s Infineon Technologies has increased planned capital spending for fiscal 2026 by €500 million, lifting total investment to €2.7 billion as
Learn how Qualcomm reduces data center costs with leading high-performance, low-power computing products for the AI era.
With a full portfolio of vertically integrated solutions that optimize power distribution from grid to chip, Flex enables companies to address compute
As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have
At present, Goldman Sachs Research estimates the power usage by the global data center market to be around 55 gigawatts (GW). This is comprised
Huawei breaks years of silence to outline chip and computing power plans Says it now has its own high-bandwidth memory Announcement comes
Now, says the analyst, lead times for power management chips (PMICs) and Baseboard Management Controllers have also lengthened considerably too. Both are vital components for
Supply Chain & Distribution Hardware Root of Trust Essential for AI Chip Integrity
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Over the next several years proliferation of custom CPUs based on the Arm ISA inside AI servers will increase to 90%, leaving x86 and Arm around 10%, according to Counterpoint Research.
AWS to adopt Nvidia''s NVLink Fusion in future AI chips Amazon''s cloud computing unit unveils AI Factories for faster AI model training New AWS
Explore how innovations in power devices, gate drivers, and DSP-based controllers tackle AI servers'' high energy demands, optimizing efficiency in data centers.
Despite domestic chips outperforming the H20 in raw computing power, Chinese internet companies still prefer Nvidia''s offering due to the lack of
China''s three major telecommunications companies announced plans to target cloud computing power and Artificial Intelligence (AI).
Nvidia''s CEO Projects $1 Trillion in AI Chip Sales as New Computing Era Begins ''This is the AI future,'' Jensen Huang said at the company''s GTC
Ampere Computing on Thursday said it was pairing its chips with those from Qualcomm in a new offering aimed at lowering the power bills from
MediaTek announced its collaboration with Nvidia to design the Nvidia GB10 Grace Blackwell Superchip for Nvidia Project DIGITS, a personal AI
NVIDIA today kickstarted the next generation of AI with the launch of the NVIDIA Rubin platform, comprising six new chips designed to deliver one
Explore the 2026 AI and semiconductor outlook, covering HBM memory, AI servers, power architectures, advanced packaging, and supply chain shifts.
The next generation of AI chips won''t just be faster — they will consume unprecedented amounts of power and force fundamental changes in
The combined densification of packing more transistors into a chip, packing more chips into a server, and packing more servers into a rack, has
Lightmatter''s Passage chip interconnect takes advantage of light''s latency and bandwidth advantages to link processors in a manner similar to how
The new system architecture significantly improves energy-efficient power distribution in the data center and enables power conversion directly at the AI
Texas Instruments (TI) today debuted new design resources and power-management chips to help companies meet growing artificial intelligence (AI) computing demands and scale power
The country poured billions into AI infrastructure, but the data center gold rush is unraveling as speculative investments collide with weak demand and
Defining the AI Power Eco-System. Current data center market solutions for artificial intelligence applications deliver power density up to 40 kW per rack. Our goal is
OpenAI has agreed to pay chip startup Cerebras more than $20 billion over the next three years to use servers powered by the company''s chips, under a deal that could also give the
Our photonic engineering team can help you select the right connector or splitter for your network.