The Hot Take: Interesting place to put an Ai Data-Center, giving it's probably hardened against military attacks.
10GW server farm, 10GW of new generation, and $4.2bn grid upgrade. And someone else is paying for the uranium cleanup Softbank's SB Energy is redeveloping Department of Energy (DoE) land in Ohio for a massive datacenter campus, adding extra generation facilities and power infrastructure alongside it.…
Read the full article
The Hot Take: Only going to shoot costs up on Ai accelerators and RAM or Samsung Chips.
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.
Read the full article
The Hot Take: Good choice getting close to the Ai market king, but that's a double edge sword. I have a feeling this will just hasten Intel's acquisition by Nvidia. Nvidia just dropping a large chuck of ARM which doesn't make sense seeing they're Grace CPU is an ARM SoC and their NX1 is supposed to be another ARM SoC too. Time will tell.
<p><a href="https://wccftech.com/intel-to-show-up-at-nvidia-gtc-at-the-perfect-time/"><img width="728" height="546" src="https://cdn.wccftech.com/wp-content/uploads/2025/10/G1H6wsLaQAER8gz-2-728x546.jpeg" alt="Man wearing a grey sweater with intel. logo in an indoor setting."></a></p><p>Intel is now coming to NVIDIA's GTC mega-event, not just a guest this time, but rather the company will play an important role in dictating the future of NVIDIA's compute capabilities. Intel's Server CPU Constraints Are Going to Get a Lot More Aggressive, Following Their Collaboration With NVIDIA For those unaware, this year's GTC is expected to feature several major announcements that will influence NVIDIA and its supply chain partners, particularly Intel, which will also get the spotlight. NVIDIA and Intel entered into a $5 billion agreement a few months ago, in which both companies agreed to work together in […]</p><p>Read full article at <a href="https://wccftech.com/intel-to-show-up-at-nvidia-gtc-at-the-perfect-time/">https://wccftech.com/intel-to-show-up-at-nvidia-gtc-at-the-perfect-time/</a></p>
Read the full article