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AI data centres
Trends
- 1GlobalFoundries expands in China on optical module demand●GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contra
US contract chipmaker GlobalFoundries says demand for Chinese optical modules is strengthening as data centre construction accelerates. The company is expanding its footprint in China to serve domestic clients, despite ongoing US-China technology restrictions. Analysts see the move as a sign that semiconductor supply chains remain tied to Chinese infrastructure growth even amid tightening export controls.
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NVIDIA's GTC conference is in the news as the company's flagship event for announcing advances in AI chips, software and data centre technology. The gathering typically draws developers, researchers and investors looking for updates on NVIDIA's roadmap and its central role in the global artificial intelligence boom.
- 3OpenAI breach reignites debate over data centre needs●OpenAI breach proves need for more data centres, major parties say
Australia's major political parties say a breach at OpenAI shows the country needs more data centres and stronger digital infrastructure. The incident has become the latest flashpoint in debate over cybersecurity, sovereign computing capacity and how governments should respond to growing risks from artificial intelligence providers holding sensitive data.
- 4British data centre startup Nscale targets $35bn New York IPO●Latham, Milbank lead on British data centre startup Nscale’s $35bn New York IPO
British data centre startup Nscale is reportedly pursuing a $35 billion initial public offering in New York, with law firms Latham & Watkins and Milbank leading on the deal. The flotation would mark a major exit for the UK-founded company as investor interest in AI infrastructure and data centres continues to drive some of the largest listings in the technology sector.