tag: data centers

How Data Center AI Can Keep Growing, Despite Supply Chain Bottlenecks
By Geoff Tate - 10 Aug, 2026 - Comments: 0

Last month we discussed: how data center AI is growing rapidly; how almost everyone says they could grow revenue faster with more compute; and, that there are challenging, stubborn bottlenecks to data center AI growth, especially Foundry, Memory, Power, and Lasers. Recently, all the major hyperscalers announced earnings and increased CapEx plans (partly due to rising costs). On Am... » read more

Silicon Photonics MEMS-based Optical Switch Using a Zero-Change Foundry–Compatible Process (UC Berkeley)
By Technical Paper Link - 05 Aug, 2026 - Comments: 0

Researchers from UC Berkeley published a technical paper titled “Zero-change foundry compatible silicon photonics MEMS optical switch.” Abstract Excerpt: The paper demonstrates a broadband silicon photonics MEMS switch with “more than 30 dB extinction ratio” using a “zero-change foundry compatible process and Back-end-of-Line (BEOL) post-processing.” It also reports insertion los... » read more

Building AI Factories With IP Solutions
By Cadence - 05 Aug, 2026 - Comments: 0

Data centers have evolved—fast. We’ve moved from traditional high-performance computing (HPC) virtualization to powering AI at scale, with GPUs and XPUs driving massive training and inference workloads. AI factories are a different beast running huge, dedicated nodes for extended training tasks—far beyond what conventional data centers can handle. Compute and communication paradigms ha... » read more

Data Center Chokepoints Tied To AI, Political Pressure, Supply Chain
By Brendan Heffernan - 20 Jul, 2026 - Comments: 0

Key Takeaways: AI-driven compute demands have led to several distinct supply chain bottlenecks for data centers. With data center energy demand surging faster than the grid can scale, small nuclear power has quickly moved to the center of the conversation. Hyperscalers have leaned into specialized facility design to meet their challenges, leading to an increasingly fragmented semicon... » read more

From Host Node To Heterogeneous Rack: Rethinking The AI CPU
By Satadal Bhattacharjee - 09 Jul, 2026 - Comments: 0

AI infrastructure is entering a crucial new phase. The first phase of generative AI infrastructure was defined by accelerator scale: how many GPUs, NPUs or custom AI accelerators could be deployed, powered, cooled and connected. That phase is not over, but it is no longer sufficient. The next phase is about rack-scale system composition: heterogeneous AI racks where different compute resourc... » read more

Data Center AI Growth Faces Challenging Bottlenecks
By Geoff Tate - 06 Jul, 2026 - Comments: 0

AI is rocketing ahead. It is the biggest industrial revolution of our age. AI adoption is growing, but still most are at early stages of learning. Anthropic, the leading frontier model provider with an annualized revenue run rate (ARR) of ~$47 billion with OpenAI close behind at ~$30 billion (Forbes). Google Gemini revenues aren’t broken out but Google Gemini processes over 3.2 quadrillion... » read more

AI Data Centers And Auto Industry Converge On Same Issues
By Liz Allan - 02 Jul, 2026 - Comments: 0

Key Takeaways: AI data centers need power from a range of sources, including batteries, to safeguard against blackouts, transient voltage spikes, and grid demand spikes. As with regenerative braking and bidirectional charging in electric vehicles, data centers could feed power or heat back into the grid for public use, but the immediate goal is to disrupt the grid as little as possible.... » read more

Platform Firmware Resiliency: How To Protect Your Data Center From The Ground Up
By Nilesh Badodekar - 02 Jul, 2026 - Comments: 0

Data centers have become the foundation of modern digital infrastructure, but one of their most critical security layers remains dangerously exposed. Platform firmware, which controls everything from system initialization to hardware configuration, is increasingly targeted by sophisticated cyberattacks. A successful firmware compromise is difficult to detect, survives reboots, and can give atta... » read more

Cadence Reality Digital Twin Platform and NVIDIA Omniverse Integration
By Cadence - 01 Jul, 2026 - Comments: 0

The rapid expansion of AI infrastructure requires a paradigm shift in how data centers are designed, built, and operated. Traditional workflows are often fragmented, relying on isolated tools that obscure the full operational context required for high-performance computing (HPC) environments. The Cadence Reality Digital Twin Platform addresses these challenges by integrating physics-... » read more

More Massive Still: Why AI Infrastructure Demands A Unified Design Approach
By Antti Lautanen - 25 Jun, 2026 - Comments: 0

At the recent Data Center World 2026 in Washington, D.C., one message came through louder than ever: AI infrastructure is scaling faster than any system we’ve built before—and the industry can no longer afford to design it in silos. The workshop: “More Massive Still! Delivering AI-Driven Scale in the Face of Historic Constraints” captured this perfectly: the industry is shifting fr... » read more

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