Browsing: capacity

Technology

Boom’s decision to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain (Bloomberg)

By Stacey D. WallsDecember 10, 2025

Bloomberg: Boom’s decision to modify its supersonic engine to power AI data centers is another example of industrial capacity being…

Technology

Big tech’s AI data center projects, expected to require around 44GW of additional capacity by 2028, face a power crunch that could deflate the AI ’bubble’ (Financial Times)

By Stacey D. WallsDecember 8, 2025

Featured Podcasts Squeak: The Pull to Build: Joubin Mirzadegan on Grit and Starting Roadrunner Grit explores what it takes to…

Technology

AWS reveals its 192-core Graviton5 processor, with up to a 25% performance improvement over Graviton4, and says Graviton represents more than 50% of AWS’ new processor capacity (About Amazon)

By Stacey D. WallsDecember 5, 2025

Featured Podcasts Access: Does Roblox make the internet better or worse? We asked the CEO A show about the inside…

Technology

How a Chinese entrepreneur amassed more than 10 million IPv4 addresses, mostly from Africa, to lease outside Africa, leaving African ISPs struggling to increase capacity (Alexandra Wexler/Wall Street Journal)

By Stacey D. WallsNovember 30, 2025

Featured Podcasts The Talk Show with John Gruber: “Financial Boner”, with Tyler Hayes The director’s commentary track for Daring Fireball.…

Technology

Industry executives say nearly all major memory chip makers are operating at or near capacity, with 2,026 production slots nearly “exhausted” due to demand for AI (Nikkei Asia)

By Stacey D. WallsNovember 22, 2025

Featured Podcasts The Talk Show with John Gruber: “Lincoln Bio Services,” with Stephen Robles The director’s commentary track for Daring…

Technology

At a recent all-hands meeting, Amin Vahdat, head of Google’s AI infrastructure, said Google needs to double AI computing capacity every six months to meet demand (Jennifer Elias/CNBC)

By Stacey D. WallsNovember 21, 2025

Jennifer Elias / CNBC: At a recent all-hands meeting, Amin Vahdat, head of Google’s AI infrastructure, said Google needs to…

Technology

A look at the construction of global AI data centers, its limitations and ROI issues; by 2025, U.S. capacity built, in progress, planned or locked in exceeded 80 GW (Wall Street Journal)

By Stacey D. WallsNovember 15, 2025

Featured Podcasts Big Tech Podcast: Inside the AI Bubble: Debt, Depreciation and Losses – With Gil Luria The Big Technology…

Technology

Majestic Labs, which is creating a patent-pending server architecture promising 1,000 times more memory capacity, has raised $100 million, including a $71 million Series A led by Bow Wave (Jennifer Elias/CNBC)

By Stacey D. WallsNovember 10, 2025

Jennifer Elias / CNBC: Majestic Labs, which is creating a patent-pending server architecture promising 1,000 times more memory capacity, has…

Technology

Mercor launches the AI productivity index (APEX), which assesses the capacity of AI models to perform "Economically precious knowledge work"; GPT-5 leads the index (Mercor)

By Stacey D. WallsOctober 2, 2025

Penetrate:: Mercor launches the IA productivity index (APEX), which assesses the ability of AI models to do “economically precious knowledge”;…

Technology

Sources: Openai has signed a contract with Oracle to buy $ 300 billion in computing power, requiring 4.5 capacity gigawatts, over about five years (Berber Jin / Wall Street Journal)

By Stacey D. WallsSeptember 10, 2025

Berber Jin / Wall Street Journal:: Sources: Openai has signed a contract with Oracle to buy $ 300 billion in…

Olivia Enos and Mira Rapp-Hooper join RFA board of directors – Radio Free Asia

Satellite imagery reveals increased activity at North Korean nuclear complex – Radio Free Asia

Solomon Islands political crisis won’t ‘fundamentally change’ relations with Beijing – Radio Free Asia

ASEAN, China unlikely to finalize South China Sea Code of Conduct at next summit – Radio Free Asia

Heat maps show North Korea’s largest greenhouse at less than half capacity – Radio Free Asia

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Google says the Gemini app can now generate files; Supported formats include PDF, Microsoft Word and Excel, Google Docs and Sheets, plain text and Markdown (Abner Li/9to5Google)

Sources: Apple plans a new Siri camera mode in iOS 27 by moving visual intelligence, currently tied to the camera control button, into the camera app (Mark Gurman/Bloomberg)

Crypto payments company MoonPay is acquiring Israeli crypto security startup Sodot, sources say, in a $100 million all-stock deal, to launch an institutions-focused unit (Emily Nicolle/Bloomberg)

Cognizant agrees to acquire Astreya, which helps manage data center infrastructure, AI lab environments and enterprise networks, for about $600 million, expected to close in the second quarter (Reuters)

An interview with AWS CEO Matt Garman on why AWS will be a better OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos’ Project Prometheus, and more (Alex Heath/Sources)

Browsing: capacity

Boom’s decision to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain (Bloomberg)

Big tech’s AI data center projects, expected to require around 44GW of additional capacity by 2028, face a power crunch that could deflate the AI ’bubble’ (Financial Times)

AWS reveals its 192-core Graviton5 processor, with up to a 25% performance improvement over Graviton4, and says Graviton represents more than 50% of AWS’ new processor capacity (About Amazon)

How a Chinese entrepreneur amassed more than 10 million IPv4 addresses, mostly from Africa, to lease outside Africa, leaving African ISPs struggling to increase capacity (Alexandra Wexler/Wall Street Journal)

Industry executives say nearly all major memory chip makers are operating at or near capacity, with 2,026 production slots nearly “exhausted” due to demand for AI (Nikkei Asia)

At a recent all-hands meeting, Amin Vahdat, head of Google’s AI infrastructure, said Google needs to double AI computing capacity every six months to meet demand (Jennifer Elias/CNBC)

A look at the construction of global AI data centers, its limitations and ROI issues; by 2025, U.S. capacity built, in progress, planned or locked in exceeded 80 GW (Wall Street Journal)

Majestic Labs, which is creating a patent-pending server architecture promising 1,000 times more memory capacity, has raised $100 million, including a $71 million Series A led by Bow Wave (Jennifer Elias/CNBC)

Mercor launches the AI productivity index (APEX), which assesses the capacity of AI models to perform "Economically precious knowledge work"; GPT-5 leads the index (Mercor)

Sources: Openai has signed a contract with Oracle to buy $ 300 billion in computing power, requiring 4.5 capacity gigawatts, over about five years (Berber Jin / Wall Street Journal)