# Data Center Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Data Center", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Analog Chip Giants TI and ADI Are Stepping Up

Analog chip giants Texas Instruments (TI) and Analog Devices (ADI) have both reported strong quarterly results, signaling an industry recovery. TI's Q2 2026 revenue reached $5.463 billion, a 23% year-over-year (YoY) increase. ADI's Q3 FY2026 revenue hit $4.022 billion, up 40% YoY, marking a new quarterly record. Both companies benefited from rising demand in industrial and data center markets, though their growth paths differed. TI experienced broad-based strength across its segments. Industrial revenue (33% of total) grew approximately 30% YoY, while data center revenue (9%) doubled. The automotive segment (33%) also showed a strong rebound, attributed to demand from China's EV/hybrid market and low inventory levels at automakers. ADI's growth was led by its industrial (49% of revenue, +53% YoY) and communications (16%, +84% YoY) segments, with data center products constituting 80% of the latter. Management highlighted a significant "AI exposure," with data center and ATE-related businesses now accounting for 20% of total revenue. Key differences emerged in their strategies and supply chain dynamics. ADI attributed a larger portion of its growth to AI infrastructure demand and has built "strategic inventory" to a record high of ~$1.93 billion to support future growth, despite channel inventory being below target levels. Its product lead times have extended to up to six months, and price increases are contributing to margin expansion. TI's inventory remained high at $4.6 billion but saw improved turnover. The company emphasized that its growth is primarily volume-driven, with minimal contribution from recent price hikes. TI maintains a competitive lead time below 13 weeks and expressed confidence in its capacity sufficiency for the next three years. In summary, both companies are riding a recovery wave fueled by industrial and AI/data center demand. TI's approach leverages its broad market presence and prepared capacity, while ADI is more focused on AI-driven growth and strategic inventory buildup. Their differing paths highlight the evolving structure of demand within the analog semiconductor market's rebound.

marsbit1h ago

Analog Chip Giants TI and ADI Are Stepping Up

marsbit1h ago

Bad News from the Company that Accumulated a Large Amount of Dogecoin (DOGE)!

CleanCore Solutions has drastically shifted its strategy, moving away from managing Dogecoin (DOGE) treasury assets and into AI infrastructure. According to SEC filings, the company sold nearly all of its approximately 463 million DOGE tokens on July 20 for about $33.4 million. The proceeds were used to fund investments in AI data centers. Additionally, the company conducted a $100 million IPO, increasing its outstanding shares by roughly 122% to 502.1 million, with further potential dilution from outstanding warrants. In a shareholder communication, CleanCore announced it has raised or allocated approximately $140 million in equity for its AI data center campus in Minnesota. This sum includes the net proceeds from the $100 million share offering and the funds from the DOGE sale. The company has an agreement with Cerebras Systems for the Minnesota campus, involving an initial 10-year contract worth about $800 million. If all extension options are exercised, the total contract value could exceed $3 billion. CEO Tyler Hassen stated this funding accelerates the Minnesota campus project, aiming to address electrical infrastructure bottlenecks hindering AI computational capacity growth.

cryptonews.ru8h ago

Bad News from the Company that Accumulated a Large Amount of Dogecoin (DOGE)!

cryptonews.ru8h ago

The New Rules of the AI Race: Nvidia Shifts from Chips to Energy Resources and Construction Sites

Nvidia is providing a $105 billion financial guarantee for the construction of OpenAI's data center campus in Ohio, signaling a strategic shift in the AI industry from competing on chips to battling for physical infrastructure and energy resources. The guarantee, detailed in an SEC filing, acts as insurance against tenant default rather than direct construction funding. OpenAI must repay any sums drawn. Nvidia will also invest $1.5 billion in SB Energy for the project's power component. The planned campus has a capacity of 4.25 GW, with OpenAI's current commitments to Nvidia reaching 12 GW. This move underscores that leading AI development now requires securing space, power, and financial backing for massive, long-term projects. Tech giants are taking on roles akin to developers and financial institutions. Concurrently, AI firms are diversifying suppliers: OpenAI and Anthropic have signed major deals with AMD for GPU deployments. Nvidia is also scaling its financial model through partnerships with investment firms to mobilize over $500 billion in external capital. The paradigm in AI is shifting from hardware supremacy to building comprehensive ecosystems. Future industry growth will depend on balancing innovation with real-world infrastructure capabilities, turning abstract computations into tangible industrial projects. An AI analysis notes the deal's resemblance to vendor financing schemes from the telecom bubble of the late 1990s and questions the long-term viability of gas-dependent energy infrastructure for AI, should market growth slow.

cryptonews.ru08/21 09:16

The New Rules of the AI Race: Nvidia Shifts from Chips to Energy Resources and Construction Sites

cryptonews.ru08/21 09:16

Bitcoin Miners Invest Billions in AI as Capital Expenditure Outpaces Revenue by 15 to 1

Public Bitcoin miners are investing billions to diversify into artificial intelligence (AI) and high-performance computing (HPC), but their revenues from these new ventures are not keeping pace with the massive capital expenditures. According to BlocksBridge Consulting, a group of 15 mining and AI data center companies spent $30.7 billion on capital assets in recent periods of 2026, a 42.6% increase from 2025. For nine comparable Bitcoin miners specifically, the gap is stark: they spent $5.11 billion on capital assets in the first half of 2026 while generating only $341.2 million in disclosed AI/HPC revenue, a capital-to-revenue ratio of approximately 15 to 1. Despite this initial disparity, AI and HPC revenues are growing rapidly, jumping 52% quarter-over-quarter in Q2 2026 for these nine miners. The transition from Bitcoin mining to AI infrastructure requires significant upfront investment in substations, buildings, cooling systems, networking gear, and in some cases, GPUs, even for miners with advantages like power contracts. The recent recovery in Bitcoin's price, which surged over 13% to surpass $72,000, may provide some relief to companies still holding major mining operations. In a related strategic shift, CoinShares has rebranded its industry-tracking ETF to focus on "companies powering the digital economy," including Bitcoin miners, AI data center operators, and semiconductor makers.

cryptonews.ru08/20 20:16

Bitcoin Miners Invest Billions in AI as Capital Expenditure Outpaces Revenue by 15 to 1

cryptonews.ru08/20 20:16

Bitdeer Inks $400M AI Cloud Deal for Malaysian Site

Bitdeer's AI division, Bitdeer AI, has secured a five-year agreement with an unnamed, high-credit-quality customer, covering approximately 50% of the capacity at its upcoming A102 facility in Malaysia, even before the site is powered. The deal is expected to generate around $400 million in cumulative revenue, with revenue and related expenses starting in Q1 2027 when services commence. By Q1 2028, the company plans to scale its AI cloud computing data center capacity to 350 MW. This move is part of a trend among Bitcoin miners, including Bitdeer, Mara Holdings, TeraWulf, Hut 8, and IREN, to diversify into AI and high-performance computing infrastructure. Following the announcement, Bitdeer's stock rose 7% on Wednesday and gained nearly 6% in pre-market trading on Thursday.

cryptonews.ru08/20 14:02

Bitdeer Inks $400M AI Cloud Deal for Malaysian Site

cryptonews.ru08/20 14:02

Bitdeer signs $400M AI cloud computing deal for Malaysia facility

Bitcoin mining firm Bitdeer's AI division, Bitdeer AI, has secured a five-year deal for about 50% of the capacity at its upcoming A102 Malaysia facility. Signed with an undisclosed "high credit quality" customer, the agreement is projected to generate approximately $400 million in total revenue, starting in Q1 2027. This is part of Bitdeer's expansion into AI cloud infrastructure, with a target of 350 megawatts of AI data center capacity by Q1 2028. The company, following other Bitcoin miners diversifying into AI, recently signed a major lease in Norway. Bitdeer's stock rose following the announcement.

cointelegraph08/20 13:30

Bitdeer signs $400M AI cloud computing deal for Malaysia facility

cointelegraph08/20 13:30

Philadelphia Semiconductor Index Returns to Bull Market, Memory Stocks Soar - Who Are the Driving Forces Behind the Scene?

U.S. semiconductor stocks, particularly in the memory sector, surged this week, with the Philadelphia Semiconductor Index (SOX) re-entering a technical bull market. This rally was primarily driven by two factors: robust financial updates from leading AI companies and a major financing initiative from NVIDIA. Strong demand signals emerged as AI giants Anthropic and OpenAI reported rapid revenue growth, indicating sustained high demand for computing power and data center infrastructure. This news served as a key catalyst for chip stocks. Concurrently, NVIDIA announced a program to facilitate over $500 billion in external capital, helping clients finance AI infrastructure purchases by offering residual value support. This move aims to de-risk investments and further accelerate data center build-outs. Within the memory segment, SanDisk's investor day provided a significant boost. The company issued optimistic long-term guidance, forecasting mid-teens revenue growth and sustaining ~80% adjusted gross margins through FY2030, supported by new supply agreements. Analysts suggested this points to a potential shift towards a more stable, less cyclical phase for the memory industry. Driven by these positive developments, stocks like Micron, SanDisk, SK Hynix, and Western Digital posted substantial gains.

marsbit08/18 12:50

Philadelphia Semiconductor Index Returns to Bull Market, Memory Stocks Soar - Who Are the Driving Forces Behind the Scene?

marsbit08/18 12:50

From Cold War Nuclear Wasteland to an 8-Gigawatt AI Superfactory: Huang Renxun Bets $1.5B, OpenAI Secures Exclusive 20-Year Deal

A Cold War-era uranium enrichment site in Ohio, once used for atomic bomb production, is being transformed into the world's largest AI supercomputing facility. NVIDIA, OpenAI, and SoftBank are leading this project, which plans an ultimate power capacity of 8 gigawatts—nearly two-thirds of the total power used by 82 of the world's top AI data centers today. NVIDIA's CEO Jensen Huang has committed $1.5 billion in funding and a 20-year credit guarantee for the infrastructure. OpenAI has signed a 20-year lease to fully utilize the facility's computing power. SoftBank is investing heavily in land acquisition, construction, and grid upgrades, promising to add 1 gigawatt of new power generation. Huang argues that the next major bottleneck for AI advancement is no longer chip supply, but the availability of land, power, and data center space—resources that new AI companies often lack the long-term credibility to secure. By leveraging NVIDIA's market position and credit to lock down these critical physical resources for decades, the company ensures a steady, long-term demand for its GPUs within the facility. The infrastructure, with a 20-year lifespan, will host new generations of NVIDIA hardware every few years, creating recurring revenue streams. Analysts estimate this project alone could represent a $600 billion revenue opportunity for NVIDIA from OpenAI by 2030. This move signifies a strategic shift in the AI race: competition is expanding from semiconductor technology to securing the foundational elements of power and real estate on a massive scale.

marsbit08/18 11:21

From Cold War Nuclear Wasteland to an 8-Gigawatt AI Superfactory: Huang Renxun Bets $1.5B, OpenAI Secures Exclusive 20-Year Deal

marsbit08/18 11:21

IREN's $9.7 Billion AI Deal with Microsoft Hits First Major Milestone

IREN has achieved the first milestone in its $9.7 billion five-year AI infrastructure deal with Microsoft by delivering the initial "Horizon 1" cloud platform in Childress, Texas. This 50-megawatt facility, which uses direct chip cooling and Nvidia GB300 GPUs, is the first of four planned platforms set to provide 200 MW of total capacity by 2026. It has received Nvidia's "Exemplar Cloud" status for meeting performance standards. The completion triggers a Microsoft verification process, after which monthly billing will begin. The Microsoft cloud services agreement, signed in November 2025, is expected to generate about $1.94 billion in annual revenue once all four Horizons are operational, with Microsoft paying 20% upfront. This marks a major shift for IREN from its origins as a Bitcoin miner towards AI infrastructure, with a goal of over $4 billion in annual AI Cloud revenue. The company plans to phase out mining, targeting 1.2 gigawatts of AI cloud capacity by 2027. The expansion, estimated to cost $5.8 billion for GPUs and equipment, is largely funded by a $3.65 billion debt facility secured in June and backed by the Microsoft deal.

cryptonews.ru08/18 05:19

IREN's $9.7 Billion AI Deal with Microsoft Hits First Major Milestone

cryptonews.ru08/18 05:19

Nvidia to Invest $1.5 Billion in SB Energy as Part of OpenAI Data Center Deal

Nvidia plans to invest $1.5 billion in SoftBank-backed developer SB Energy, which is building a data center campus in Pike County, Ohio. OpenAI has committed to a 20-year lease at this facility, named PORTS-Pike, to power its AI workloads. This investment makes Nvidia a shareholder in SB Energy alongside SoftBank and OpenAI. The campus, located on the site of a former uranium enrichment plant, is slated to provide up to 8 gigawatts of IT capacity. Nvidia's funding will support land acquisition, power procurement, and construction for an initial 4.25 gigawatts. The site will run exclusively on Nvidia's DGX platform. To meet the massive power demand, partners plan to build over 10 gigawatts of new power generation and invest at least $4.2 billion in grid infrastructure. The first 800 megawatts are expected to come online in 2028. The data center will use closed-loop air cooling to minimize water consumption. The project is projected to create up to 35,000 construction jobs and 2,500 permanent operations jobs. OpenAI is also contributing over $160 million in total community benefits, including an education fund and credits for Ohio students.

cryptonews.ru08/17 18:37

Nvidia to Invest $1.5 Billion in SB Energy as Part of OpenAI Data Center Deal