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AI Data Center
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AI Data Center Turbines Experiencing Early Failures Amid Backlogs
AI data center turbines, already facing years-long backlogs, are reportedly failing prematurely.
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South Korea's SK Telecom Bets on AI Infrastructure by Launching SK Hyper, Investing 750 Billion Won to Expand Its Hyperscale AI Data Center Footprint
Svmuu News: South Korea’s SK Telecom (SKT) announced the establishment of “SK Hyper,” a new company dedicated to artificial intelligence data centers (AIDC), and plans to invest a total of 750 billion
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MARA Holdings CEO: AI Data Centers Generate Higher Revenue Per Unit of Electricity Than Bitcoin Mining
Svmuu News: MARA Holdings CEO Fred Thiel said that AI data centers generate more revenue per unit of electricity than Bitcoin mining (Bitcoin). (Bitcoin News)
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Samsung Plans to Invest 200 Billion Won in South Korea to Build an HVAC Plant
Svmuu News: Industry sources have revealed that Samsung Electronics plans to build a new HVAC (heating, ventilation, and air conditioning) manufacturing plant at its Gwangju campus in South Korea, wit
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AI data center developer Hyperscale Data increased its holdings by 32.49 BTC, bringing its total holdings to 1,032.49 BTC
Svmuu News: BitcoinTreasuries.NET posted on X that AI data center developer Hyperscale Data GPUS purchased an additional 32.49 BTC, bringing its total holdings to 1,032.49 BTC, and ranking 45th on the
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With a coordinated price adjustment taking effect on July 1, nearly 20 semiconductor companies have launched a new round of price hikes
Svmuu News: Nearly 20 global analog and power semiconductor companies are set to launch a new round of price hikes on July 1, following a pattern of multiple, staggered price adjustments throughout th
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Nomura: There are signs of accelerating capacity expansion in the optical fiber industry; Yangtze Optical Fibre and Cable may face intensified competition
Svmuu News: Nomura Securities stated that both Han’s Laser and HeSheng Silicon are relatively new entrants to the optical fiber market. The firm believes their recent investment projects reflect stron
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Qualcomm rose more than 14% in after-hours trading on U.S. markets, with its CFO stating that the company aims to achieve $5 billion in AI data center revenue by fiscal year 2027.
Svmuu News: According to MSX data, Qualcomm (QCOM.O) rose more than 14% in after-hours trading on the U.S. stock market. Qualcomm’s CFO said the company aims to achieve $5 billion in revenue from its
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Research Institution: Mass Production of 800V DC and CPO Delayed, Optical Module Sector Under Pressure
Svmuureports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have fa
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“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
Svmuu News: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural comp
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AI Data Center Turbines Experiencing Early Failures Amid Backlogs
AI data center turbines, already facing years-long backlogs, are reportedly failing prematurely.
-
South Korea's SK Telecom Bets on AI Infrastructure by Launching SK Hyper, Investing 750 Billion Won to Expand Its Hyperscale AI Data Center Footprint
Svmuu News: South Korea’s SK Telecom (SKT) announced the establishment of “SK Hyper,” a new company dedicated to artificial intelligence data centers (AIDC), and plans to invest a total of 750 billion
-
MARA Holdings CEO: AI Data Centers Generate Higher Revenue Per Unit of Electricity Than Bitcoin Mining
Svmuu News: MARA Holdings CEO Fred Thiel said that AI data centers generate more revenue per unit of electricity than Bitcoin mining (Bitcoin). (Bitcoin News)
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Samsung Plans to Invest 200 Billion Won in South Korea to Build an HVAC Plant
Svmuu News: Industry sources have revealed that Samsung Electronics plans to build a new HVAC (heating, ventilation, and air conditioning) manufacturing plant at its Gwangju campus in South Korea, wit
-
AI data center developer Hyperscale Data increased its holdings by 32.49 BTC, bringing its total holdings to 1,032.49 BTC
Svmuu News: BitcoinTreasuries.NET posted on X that AI data center developer Hyperscale Data GPUS purchased an additional 32.49 BTC, bringing its total holdings to 1,032.49 BTC, and ranking 45th on the
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With a coordinated price adjustment taking effect on July 1, nearly 20 semiconductor companies have launched a new round of price hikes
Svmuu News: Nearly 20 global analog and power semiconductor companies are set to launch a new round of price hikes on July 1, following a pattern of multiple, staggered price adjustments throughout th
-
Nomura: There are signs of accelerating capacity expansion in the optical fiber industry; Yangtze Optical Fibre and Cable may face intensified competition
Svmuu News: Nomura Securities stated that both Han’s Laser and HeSheng Silicon are relatively new entrants to the optical fiber market. The firm believes their recent investment projects reflect stron
-
Qualcomm rose more than 14% in after-hours trading on U.S. markets, with its CFO stating that the company aims to achieve $5 billion in AI data center revenue by fiscal year 2027.
Svmuu News: According to MSX data, Qualcomm (QCOM.O) rose more than 14% in after-hours trading on the U.S. stock market. Qualcomm’s CFO said the company aims to achieve $5 billion in revenue from its
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Research Institution: Mass Production of 800V DC and CPO Delayed, Optical Module Sector Under Pressure
Svmuureports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have fa
-
“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
Svmuu News: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural comp
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