# Сопутствующие статьи по теме Data Center

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Data Center", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Monthly Salary of 30K: Guarding DeepSeek's Data Center on the Inner Mongolia Grassland

Monthly salary of 30,000 RMB to operate and maintain DeepSeek’s data center in the grasslands of Inner Mongolia. DeepSeek is hiring data center operation and delivery managers instead of AI researchers or algorithm engineers, signaling a strategic shift toward physical compute infrastructure. The company, known for its cost-efficient AI models, is now expanding its efficiency-first philosophy from software to hardware—optimizing not just training and inference efficiency, but also the total cost of ownership (TCO), including cooling and electricity. The data center is located in Ulanqab, a key hub in China’s "East Data West Computing" project. With a cool climate enabling natural server cooling and a PUE under 1.2, plus over 65% clean energy usage, the region is ideal for large-scale computing. It already hosts major cloud providers like Huawei and Alibaba, reducing risks for DeepSeek’s expansion. This move comes ahead of DeepSeek’s rumored V4 model launch, expected in late April, which may feature trillion-scale parameters and a 1M+ context window. As algorithmic gains slow, physical compute power becomes a critical moat. The company has also recently introduced "Fast Mode" and "Expert Mode" on its web platform, hinting at more advanced capabilities ahead.

marsbit04/14 08:05

Monthly Salary of 30K: Guarding DeepSeek's Data Center on the Inner Mongolia Grassland

marsbit04/14 08:05

Stop Staring at GPUs: CPUs Are Becoming the 'New Bottleneck' in the AI Era

In the AI era, while GPUs have long been the focus for computational power, the narrative is shifting as CPUs are increasingly becoming the new bottleneck. By 2026, system performance is more dependent on execution and scheduling capabilities, with CPUs playing a critical role in enabling AI operations. A supply crisis is emerging, with server CPU prices rising about 30% in Q4 2025 due to high demand and production constraints, as GPU orders compete for limited semiconductor capacity. Companies like Google and Intel have deepened collaborations, and Elon Musk is investing in custom CPU solutions for his ventures, highlighting the strategic importance of CPU infrastructure. The shift is driven by the rise of agentic AI, where CPUs handle tasks such as multi-step reasoning, API calls, and data I/O, accounting for 50–90.6% of total latency in intelligent workloads. Expanding context windows in AI models further strain GPU memory, necessitating CPU offloading for key-value cache management. Major players are adopting varied strategies: Intel is strengthening its Xeon processor line and partnerships; AMD is benefiting from increased demand, with server CPU revenue surpassing 40%; and NVIDIA is designing CPUs like Grace to optimize GPU-CPU synergy through high-speed interconnects. The industry is witnessing a rebalancing of compute infrastructure, with CPUs gaining prominence as essential enablers of scalable AI agent systems. By 2030, the CPU market is projected to double to $60 billion, driven largely by AI demands. The focus is now on overcoming system-level bottlenecks to maximize the efficiency and economic viability of AI deployments.

marsbit04/13 00:57

Stop Staring at GPUs: CPUs Are Becoming the 'New Bottleneck' in the AI Era

marsbit04/13 00:57

After Laying Off 30,000 Employees, Oracle Hires a CFO Who Managed Power Plants

Oracle, the global enterprise database giant, laid off approximately 30,000 employees, sparking widespread discussion. Shortly after, the company appointed Hilary Maxson as its new CFO with a compensation package of $297 million. Maxson’s background is notable: she spent nearly a decade as group CFO at Schneider Electric, a major energy management firm, and previously worked for 12 years at AES Corporation, a U.S. power company. Her entire career has revolved around the energy sector—managing power plants, grids, and data center energy solutions. This appointment signals a strategic shift for Oracle. After 12 without a dedicated CFO, the company is pivoting from its traditional software business toward cloud and AI infrastructure. Oracle’s cloud infrastructure revenue surged 84% year-over-year, with a capital expenditure budget of around $50 billion this year—almost entirely allocated to AI data center construction. The company has secured massive contracts, including one with OpenAI exceeding $300 billion, contributing to a total backlog of $553 billion. Data centers, especially at the gigawatt scale, require enormous power—equivalent to a nuclear power plant’s output—making energy management critical. Oracle is no longer just a software company; it’s transforming into an energy-intensive infrastructure provider. While Wall Street remains optimistic, the stock has fallen about 24% this year, reflecting investor concerns over this high-cost, capital-intensive transition. The hiring of an energy-focused CFO underscores Oracle’s new direction.

marsbit04/08 05:23

After Laying Off 30,000 Employees, Oracle Hires a CFO Who Managed Power Plants

marsbit04/08 05:23

Bitcoin miner Soluna Holdings scales AI operations, invests $53 mln in ‘Project Dorothy’

Soluna Holdings, a green Bitcoin mining company, has acquired a wind farm in West Texas for $53 million as part of its 'Project Dorothy' to expand renewable energy sources and data center operations. The investment is projected to generate up to $24.4 million in annual revenue. The firm mines an average of 9 BTC monthly and also offers hosting services to other miners. This move aligns with a broader industry trend where Bitcoin miners, including Bitdeer, Core Scientific, and others, are increasingly pivoting to AI infrastructure due to shrinking BTC revenues. Post-halving rewards reductions and falling Bitcoin prices have led to miner distress, with potential sell-offs threatening to delay market recovery.

ambcrypto04/03 13:22

Bitcoin miner Soluna Holdings scales AI operations, invests $53 mln in ‘Project Dorothy’

ambcrypto04/03 13:22

After a Missile Hit an Amazon Data Center

On April 3, a missile reportedly struck an Amazon data center in Bahrain, following similar attacks on its facilities in the UAE and Bahrain in early March. These incidents highlight how large-scale data centers are becoming strategic targets in conflict zones. The attacks caused significant service disruptions, including banking, payment, and food delivery outages, and revealed limitations in redundancy systems. Physical damage and service recovery are expected to take weeks, with direct losses estimated in the billions of dollars. Data centers are not only costly—up to $50 billion per GW for AI facilities—but also critical digital infrastructure. Major tech firms like Amazon, Microsoft, Google, and Meta plan to invest heavily in the Middle East, with Saudi Arabia alone securing over $21 billion in data center commitments. However, rising geopolitical risks may shift future investments to more stable regions. While the current impact on global computing capacity is limited, the attacks may lead to higher costs due to increased security measures, multi-region backup requirements, and rising energy and insurance prices. Experts suggest that the growing strategic value of data centers makes them vulnerable, and future expansion may prioritize safety over low-cost advantages.

marsbit04/03 13:20

After a Missile Hit an Amazon Data Center

marsbit04/03 13:20

Bitfarms Dumps Bitcoin, Rebrands As Keel Infrastructure In Full AI Shift

Bitfarms, a former Bitcoin mining company, is fully exiting the cryptocurrency business and rebranding as Keel Infrastructure. The company is relocating from Canada to the US and shifting its focus entirely to building data centers for high-performance computing and artificial intelligence. This strategic pivot follows a fiscal year 2025 net loss of $284.5 million, driven by falling Bitcoin prices and increased mining difficulty. Despite the loss, investors reacted positively, with shares rising 6.6%. The company still holds approximately $161 million in debt-free Bitcoin, providing financial flexibility during its transition. This move aligns with a broader industry trend of crypto miners seeking higher margins in AI and computing.

bitcoinist04/01 19:32

Bitfarms Dumps Bitcoin, Rebrands As Keel Infrastructure In Full AI Shift

bitcoinist04/01 19:32

2.1 Gigawatt Computing Power Aircraft Carrier Sets Sail! Microsoft Takes Over Texas AI Factory Project, Moves into Same Campus as OpenAI

In the global AI computing race, Abilene, Texas, is emerging as a key strategic hub. Microsoft has officially taken over a large-scale data center construction project originally initiated by OpenAI. The collaboration, led by data center developer Crusoe, will see Microsoft and OpenAI as neighbors in the same campus. The project will feature two new state-of-the-art "AI factory" data centers, supported by a dedicated 900-megawatt power plant. With Microsoft’s involvement, the campus will expand to a total of 10 data center buildings, reaching a total computing capacity of 2.1 gigawatts. Notably, OpenAI has decided to halt further expansion at the Abilene site and will instead distribute new computing resources across other U.S. locations to optimize grid load and resource allocation. The campus already hosts major players like Microsoft, OpenAI, and Oracle. The 2.1-gigawatt scale signifies a shift from gigawatt-level to larger computing clusters, enabling improved energy sharing and reduced latency for AI model training. This transformation positions Abilene as a critical hub in global AI infrastructure, with physical proximity between Microsoft and OpenAI likely accelerating the development of next-generation large-scale AI models.

marsbit03/30 05:54

2.1 Gigawatt Computing Power Aircraft Carrier Sets Sail! Microsoft Takes Over Texas AI Factory Project, Moves into Same Campus as OpenAI

marsbit03/30 05:54

The Safest Middleman in the Chip Industry Is Taking the Most Dangerous Path

Arm, the semiconductor IP licensing giant, is embarking on a high-risk strategic shift by developing its own data center CPU, the Neoverse V3-based AGI CPU. This move, its first in-house chip in 35 years, aims to catapult the company's annual revenue from $4 billion to a targeted $15 billion for its chip business by 2031. This ambitious goal requires creating a new business line nearly the size of Intel's entire data center division. The core driver is the threat from its largest customers. Major cloud providers like AWS, Google, and Microsoft are increasingly designing and deploying their own powerful Arm-based server chips (Graviton, Axion, Cobalt), capturing the chip profits while Arm earns only licensing fees and royalties. This trend places a visible ceiling on Arm's traditional revenue growth from the data center sector. By building its own chip, Arm is now competing directly with its own licensees. While its first customer, Meta, lacks a mature in-house chip program, the strategy risks alienating key partners like Amazon and Google. Arm's bet is that the explosive growth of AI-driven data center demand, particularly for CPU-based AI inference tasks, is large enough to support both its new chip business and its ongoing IP licensing model. The success of this unprecedented dual-role strategy hinges on navigating this inherent conflict.

marsbit03/25 08:01

The Safest Middleman in the Chip Industry Is Taking the Most Dangerous Path

marsbit03/25 08:01

Mine Owners' New Business: Sitting on Land and Collecting Rent, Earning Billions Annually

The article "Mine Owners' New Business: Collecting Rent, Earning Billions Annually" explores the strategic pivot of Bitcoin mining companies towards AI infrastructure and high-performance computing (HPC) as Bitcoin approaches its supply limit. By 2026, with only 1 million Bitcoin left to mine and rising operational costs squeezing profitability, major mining firms are capitalizing on their existing assets—large-scale power capacity, data centers, and cooling systems—to serve the exploding demand for AI compute. Companies like IREN, Core Scientific, Cipher Digital, and Hut 8 have secured long-term contracts worth tens of billions of dollars with tech giants (Microsoft, Amazon, Google) and AI firms (Anthropic, CoreWeave) to provide GPU cloud services and HPC hosting. Financial reports highlight a stark contrast: while Bitcoin毛利率 have plummeted post-halving, AI-related services boast margins as high as 86%. Firms are rebranding, exiting mining, and leveraging their power infrastructure advantages—deploying AI data centers in months versus years for traditional builders. However, this转型 comes with risks: high debt from infrastructure upgrades, strict contract deadlines, regulatory hurdles, and operational challenges. The shift positions these companies as key "digital power stations" in the AI era, where control over electricity and grid access becomes a critical competitive edge. The period from 2026 to 2028 will be crucial for determining which players succeed in this high-stakes transition.

比推03/16 11:10

Mine Owners' New Business: Sitting on Land and Collecting Rent, Earning Billions Annually

比推03/16 11:10

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Bitcoin mining companies are undergoing a massive structural shift toward AI and high-performance computing (HPC), driven by compressed mining profits and the lure of massive AI infrastructure contracts. With Bitcoin’s mining difficulty rising and profitability declining, miners are leveraging their existing assets—power contracts, land, cooling systems, and data centers—to pivot into AI compute provisioning. Key players like TeraWulf have secured over $12.8 billion in HPC contracts, while IrisEnergy holds a $9.7 billion deal with Microsoft. Other firms, including Hut8, CipherDigital, and CoreScientific, have also announced multi-billion dollar AI agreements. Some, like BitDigital, are exiting Bitcoin mining entirely to focus on AI and Ethereum infrastructure. Financial reports show a clear trend: AI/HPC revenue is becoming a major income source, sometimes surpassing mining. Capital markets are selective, favoring companies with strong execution, resource advantages, and strategic positioning within the AI supply chain. The migration is accelerating—miners must adapt to the new reality or risk obsolescence.

marsbit03/06 05:58

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders