GoKawiil - Tech News

1.

Micron stock jumps 18% in premarket trading after blockbuster earnings (cnbc.com)

2026-06-25 | by Sawdah Bhaimiya | tags: micron, memory chips, ai boom

2.

Memory chip stocks are on fire again: MU, SNDK, WDC, and STX soar as Micron earnings stun Wall Street (feeds.feedburner.com)

2026-06-25 | tags: micron, memory chips, hyperscalers

3.

Micron stock jumps over 16% in premarket trading after blockbuster earnings (cnbc.com)

2026-06-25 | by Sawdah Bhaimiya | tags: micron, memory chips, ai boom

4.

AI data center boom hits a human bottleneck — critical skilled labor shortages could slow deployment despite billions in funding (tomshardware.com)

2026-06-24 | by Zak Killian | tags: ai data centers, skilled labor shortages, hyperscalers

5.

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 | get ARM-based Server Processor → | tags: arm, amd, intel

6.

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

7.

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

8.

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

9.

I put a datacenter GPU in my gaming PC (news.ycombinator.com)

2026-05-31 | by Oscar Molnar | get NVIDIA RTX A6000 Graphics Card → | tags: nvidia v100, hbm2 memory, dgx servers

10.

I Put a Datacenter GPU in My Gaming PC for £200 (news.ycombinator.com)

2026-05-31 | by Oscar Molnar | get NVIDIA GeForce RTX 3080 → | tags: nvidia v100, hyperscaler racks, hbm2 memory

11.

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

12.

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

13.

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

14.

South Africa Has AI Leverage. Its Draft Policy Leaves It Unused (spectrum.ieee.org)

2026-05-27 | by Nathan-Ross Adams | get AI Policy Draft Guide → | tags: south africa, ai policy, platinum-group metals

15.

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

16.

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

17.

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

18.

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

19.

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

20.

Nvidia posts another record quarter, reveals $43B of holdings in startups (techcrunch.com)

2026-05-20 | by Russell Brandom | get Nvidia GeForce RTX 4090 → | tags: nvidia, blackwell architecture, hyperscaler

21.

Nvidia posts another record quarter, reveals $43 billion of holdings in startups (techcrunch.com)

2026-05-20 | by Russell Brandom | get Nvidia GeForce RTX 4090 → | tags: nvidia, blackwell architecture, hyperscaler

22.

AI is too expensive (news.ycombinator.com)

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

23.

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

24.

Cisco posts best day since 2011 on strong AI demand, CEO says tech is entering a 'networking supercycle' (cnbc.com)

2026-05-14 | by Samantha Subin | get Cisco Networking Switch → | tags: cisco, hyperscaler, nvidia

25.

Cisco CEO says tech is entering a 'networking supercycle' as stock pops 13% on strong AI demand (cnbc.com)

2026-05-14 | by Samantha Subin | get Cisco Networking Switch → | tags: cisco, ai infrastructure, hyperscaler

26.

Cisco CEO says tech is entering a 'networking supercycle' as stock pops 15% on strong AI demand (cnbc.com)

2026-05-14 | by Samantha Subin | get Cisco Networking Switch → | tags: cisco, ai infrastructure, hyperscaler

27.

Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand (cnbc.com)

2026-05-14 | by Samantha Subin | get Cisco Networking Switch → | tags: cisco, ai infrastructure, hyperscaler

28.

Cisco's stock pops 17% on surging AI orders, as company says it's cutting almost 4,000 jobs (cnbc.com)

2026-05-13 | by Jordan Novet | get Cisco Networking Switch → | tags: cisco, ai infrastructure, hyperscaler

29.

‘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

30.

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