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NVIDIA, Google and Emerald AI form alliance to speed up data center grid hookups

NVIDIA, Google, and startup Emerald AI have created the AI Energy Management Alliance (AEMA), a coalition aimed at making AI data centers more flexible in their power consumption. The group wants facilities to be able to shift workloads, tap batteries, and cut usage during peak demand, in exchange for utilities granting faster grid connections and potentially sharing infrastructure costs.

Apple reportedly weighs Nvidia's NVLink Fusion for 2029 M8 Ultra AI servers

Apple is reportedly building custom AI servers around future M8 Ultra chips, planned in two- and four-chip configurations, and is evaluating Nvidia's NVLink Fusion for high-speed interconnects between them. The project, said to have started roughly a year ago under former hardware chief John Ternus, aims to replace Apple's existing in-house connectivity tech, which is reportedly too slow and expensive for large-scale deployment.

Jim Cramer says AI infrastructure spending will keep climbing despite safety fears

CNBC's Jim Cramer said this week that despite growing safety concerns raised by Anthropic CEO Dario Amodei, he expects AI investment to keep accelerating because companies like Anthropic and OpenAI are generating too much revenue to slow down. After conversations with executives at Salesforce's Dreamforce conference, Cramer said he remains bullish on data center component makers and cybersecurity firms like Palo Alto Networks, Okta and CrowdStrike.

Arm CEO Haas voices growing confidence in $2B AGI CPU revenue target

Arm Holdings CEO Rene Haas told CNBC's Jim Cramer that his confidence in reaching $2 billion in revenue for the company's new AGI CPU has increased since the July earnings call. Arm first flagged $2 billion in demand visibility in May, double its earlier $1 billion estimate, but had held off raising guidance while working to secure sufficient manufacturing capacity.

Amazon gets warrants for up to $340M in Generac stock in data center power deal

Amazon received warrants to buy up to 1.69 million Generac shares at $200.93 each, potentially worth up to $8 billion, as part of a deal for Generac to supply backup power generators to Amazon's data centers. Generac shares jumped more than 40% in after-hours trading following the news, with initial generator deliveries expected to total $2.4 billion between 2027 and 2028.

Basel Action Network warns AI data centers could produce 23 million shipping containers of e-waste by 2050

A new report from the nonprofit Basel Action Network estimates that AI infrastructure will generate far more electronic waste than previously projected, potentially amounting to enough discarded material to fill 23 million shipping containers by 2050. Unlike earlier estimates that only counted servers and GPUs, this analysis includes power supplies, cooling systems, backup power, and networking equipment tied to data centers, plus a category BAN calls 'AI Waste Contagion.' The group attributes 15-20 percent of the world's projected 211 million metric tons of annual e-waste by 2050 to AI-related infrastructure.

AWS confirms permanent customer data loss from Iranian strikes on Gulf data centers

Amazon Web Services has confirmed that customer data hosted in its Bahrain and United Arab Emirates regions was permanently lost following Iranian drone strikes on its data centers months earlier. An AWS status update posted September 15 said the company could not restore data in one UAE availability zone and across all three availability zones in Bahrain, though recovery work continues elsewhere.

AP-NORC poll: 53% of Americans now 'extremely' worried about AI's environmental toll

A new survey from The Associated Press-NORC Center for Public Affairs Research and the University of Chicago's Energy Policy Institute finds that 53% of Americans are extremely or very concerned about AI's environmental impact, up from 41% a year ago. The rise is driven largely by Democrats, though the poll also shows widespread unease about the local effects of data centers that power AI and cloud computing.

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