GoKawiil - Tech News

1.

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86 (tomshardware.com)

2026-06-22 | by Anton Shilov | tags: arm, amd, intel

2.

Marvell details vision of optically-interconnected data centers spanning across thousands of kilometers — new interconnects sampling later this year would allow CSPs to pool resources based on workload (tomshardware.com)

2026-06-15 | by Anton Shilov | get Optical Fiber Network Kit → | tags: marvell, optical interconnect, hyperscalers

3.

Alphabet plans to raise $80 billion from stock sales to fund AI build-out (cnbc.com)

2026-06-02 | by Jennifer Elias | get Alphabet AI Development Kit → | tags: alphabet, google io, ai compute infrastructure

4.

Alphabet plans to raise $80 billion from stock sales to fund AI buildout (cnbc.com)

2026-06-01 | by Jennifer Elias | get Alphabet Stock Investment Guide → | tags: alphabet, google io, ai compute infrastructure

5.

Jim Cramer says Nvidia is a clear winner from Dell's monster quarter (cnbc.com)

2026-05-29 | by Alexa Lomonaco | get Nvidia GeForce RTX 4090 → | tags: nvidia, dell technologies, ai servers

6.

Mistral to explore designing own chips, CEO says, as it ramps up infrastructure build (cnbc.com)

2026-05-28 | by Arjun Kharpal Kai Nicol-Schwarz | get FPGA Development Board → | tags: mistral ai, nvidia chips, asml

7.

Italian council sets 200% tax on data center development in agricultural zones — aims to spur the use of old industrial areas instead and limit environmental impact (tomshardware.com)

2026-05-27 | by Jowi Morales | get Data Center Environmental Planning Kit → | tags: data center, lombardy, hyperscalers

8.

The Coming Layoffs and the Revenge of the Measurers (news.ycombinator.com)

2026-05-25 | by Bilal Tahir | get Tech Layoffs Survival Kit → | tags: meta, cloudflare, hyperscalers

9.

The Gulf’s AI Boom Has an Undersea Cable Problem (wired.com)

2026-05-22 | by Chris Hamill-Stewart | get Undersea Cable Repair Kit → | tags: undersea cables, gulf ai, hyperscalers

10.

Here we go again with Nvidia falling on earnings. What the sellers are missing (cnbc.com)

2026-05-21 | by Zev Fima | get Nvidia GeForce RTX 4090 → | tags: nvidia, hyperscalers, data center

11.

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece (tomshardware.com)

2026-05-21 | by Anton Shilov | get Nvidia GeForce RTX 4090 → | tags: nvidia, vr200 nvl72, vera rubin

12.

The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond (tomshardware.com)

2026-05-21 | by Luke James | get Google Coral Dev Board → | tags: broadcom, google tpus, meta mtia

13.

AI is too expensive (news.ycombinator.com)

2026-05-19 | by View All | get AI Development Kit → | tags: nvidia, openai, anthropic

14.

Texas county passes data center ban for rural areas for a year, move comes in wake of AI data centers moving to remote areas to skirt regulations — state senator says counties cannot legally impose these bans (tomshardware.com)

2026-05-16 | by Jowi Morales | get AI Data Center Security Kit → | tags: data centers, providence data centers, hill county

15.

‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands (cnbc.com)

2026-05-11 | by Kai Nicol-Schwarz | get AI Stock Market Poster → | tags: nasdaq, ai stocks, sk hynix

16.

Will Maryland's Utility Bills Increase $1.6B to Support Other States' Datacenters? (slashdot.org)

2026-05-09 | by Posted | get Smart Power Strip → | tags: pjm interconnection, data centers, maryland utility bills

17.

5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring (venturebeat.com)

2026-05-08 | get NVIDIA GeForce RTX 4090 → | tags: gpu utilization, ai infrastructure, h100

18.

AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with four moves noted as permanent (tomshardware.com)

2026-05-08 | by Jowi Morales | get AI Data Center Cooling System → | tags: data center bans, ai hyperscalers, memory chip shortage

19.

The Middle East had everything data center builders and hyperscalers could wish for — then the Iran war happened (tomshardware.com)

2026-05-08 | by Chris Stokel-Walker | get Data Center Cooling System → | tags: g42, uae, saudi arabia

20.

Corning CEO to Cramer: Deals with 2 unnamed hyperscalers 'larger' than $6B Meta pact (cnbc.com)

2026-05-07 | by Zev Fima | get Corning Gorilla Glass Screen Protector → | tags: corning, nvidia, hyperscalers

21.

Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhood (tomshardware.com)

2026-05-06 | by Jon Martindale | get Smart Home Noise Insulation → | tags: ai data centers, hyperscalers, ipsos

22.

Apple's R&D investments top 10% of sales as AI race creates 'sense of urgency' (cnbc.com)

2026-05-06 | by Mackenzie Sigalos Jennifer Elias | get Apple R&D Investment Book → | tags: apple, tim cook, openai

23.

The market isn't grading all Big Tech earnings the same — here's why (cnbc.com)

2026-05-01 | by Paulina Likos Zev Fima | get Tech Earnings Analysis Book → | tags: alphabet, microsoft, meta platforms

24.

Exploding number of AI data center build-outs delay Texas housing projects — data centers' high demand for electricians prices out contractors, homes now take two months longer to complete (tomshardware.com)

2026-04-30 | by Jowi Morales | get Smart Electrician Tool Kit → | tags: data centers, texas, ai hyperscalers

25.

OpenAI looms over earnings from tech hyperscalers (cnbc.com)

2026-04-29 | by Jonathan Vanian | get OpenAI GPT-4 Developer Kit → | tags: openai, chatgpt, hyperscalers

26.

Major data center company pauses investment decisions in Middle East amid Iran war, CEO tells CNBC (cnbc.com)

2026-04-29 | by Kai Nicol-Schwarz Sawdah Bhaimiya | tags: pure dc, iran war, data centers

27.

Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring (cnbc.com)

2026-04-28 | by Jordan Novet Jonathan Vanian | get Amazon Fire TV Stick → | tags: hyperscalers, google, amazon

28.

Texas Instruments' stock jumps 19% for best day since 2000 as AI demand soars (cnbc.com)

2026-04-23 | by Katie Tarasov | get TI Graphing Calculator → | tags: texas instruments, analog chips, ai data centers

29.

Texas Instruments' stock jumps 18%, heads for best day since 2000 as AI demand soars (cnbc.com)

2026-04-23 | by Katie Tarasov | get TI Graphing Calculator → | tags: texas instruments, analog chips, ai data centers

30.

Google Cloud launches two new AI chips to compete with Nvidia (techcrunch.com)

2026-04-22 | by Julie Bort | get Nvidia GeForce RTX 4090 → | tags: google cloud, ai chips, tensor processing units