Chhavi Nayak присоединилась к JLL UK в должности Senior Director – Data Centre Transactions. Она будет отвечать за транзакционную стратегию и поддержку роста клиентов на рынке дата-центров Великобритании.
Hut 8 submitted the highest bid—$140 million in cash or other assets—for the Pyote and Tarbush data center facilities in Texas. The proposed acquisition remains subject to approval by the U.S. Bankruptcy Court for the District of New Jersey, with a hearing scheduled for September 29.
ABB has launched Infinitus, a direct-current power-distribution portfolio for AI data centers designed for native DC and hybrid AC/DC architectures. The company positions the offering as an integrated source-to-rack system intended to reduce conversion losses and the footprint of critical power infrastructure.
Hut 8 предложила $140 млн деньгами или другими активами за дата-центры Pyote и Tarbush в Техасе, ранее связанные с Poolin. Продажа требует одобрения Суда по делам о банкротстве США округа Нью-Джерси; слушание назначено на 29 сентября.
Market Research Center has announced a new study of the global single-phase server immersion liquid-cooling-system market for 2026–2032. The report projects the market to grow from $1.208 billion in 2025 to $2.269 billion by 2032, representing a stated 9.8% CAGR over 2026–2032.
Taiwan-based Gen Precision said it has expanded customized high-precision inspection of FAU and related optical components to support up to 80 channels and specialized specifications. The company also reported completing its first equipment deliveries and said it will support Lintes Technology in developing CPO test equipment.
Tracxn’s review of UK data-centre infrastructure funding shows Nscale accounting for $3.7 billion of the $5.7 billion in equity funding tracked across the sector. Separately, Onnec and Barbour ABI identify a broader UK construction pipeline of nearly 100 data-centre projects valued at more than £36 billion.
Huawei has introduced the Ascend 960 SuperPoD and an updated UnifiedBus interconnect architecture incorporating Hi-ONE optics. The company says the architecture can connect up to 4,000 processors within one SuperPoD and has outlined planned releases for the Atlas 950 and Atlas 960 SuperPoD systems.
Google, Nvidia and Emerald AI have formed the AI Energy Management Alliance, a coalition of about 20 companies focused on making AI data-center demand more responsive to grid conditions. The group plans a practical test in Virginia by year-end at a facility of roughly 100 MW that could reduce load in response to system demand.
Tokyo-based Market Research Center has announced the publication of its Global Direct-to-Chip Liquid Cooling System Market 2026–2032 study. According to the announcement, the report reviews 2025 sales and presents regional and sector-level forecasts through 2032.
Following meetings with eight companies during Semicon Taiwan, Goldman Sachs identified six trends in AI-driven optical communications. The firm highlighted expanding photonic integrated circuit production and rising demand for optical alignment and test equipment, with test-equipment suppliers positioned as early potential beneficiaries of CPO commercialisation.
TAdviser has published a technical analysis of 240 V HVDC distribution for AI data center server power. The article outlines potential reductions in conversion stages, cable current and associated losses, but identifies no new deployment, contract, equipment delivery or commissioned facility.
The insurance market is positioning for a substantial expansion in data-center coverage as AI infrastructure drives larger and more capital-intensive hyperscale facilities. Swiss Re projects global annual data-center insurance premiums could reach $20–30 billion by 2030.
GlobalWafers says demand from AI data centers is supporting orders for epitaxial materials used in PMICs, MOSFETs and silicon photonics. Its 8-inch silicon and 6-inch GaN lines are operating at full utilisation, with demand exceeding available supply, while new capacity is being installed for phased ramp-up from next year.
Hitachi and North American Mission Critical Group (MCG) have announced a memorandum of understanding for a strategic partnership focused on jointly developing and globally marketing data center infrastructure solutions. The companies plan to expand the HMAX Data Center portfolio, pursue cross-selling and collaborate on modular data center projects.
Bill Gates said the use of natural gas by many U.S. AI data centers is increasing carbon emissions, while data-center demand could also help finance and commercialize cleaner energy sources. He also proposed that technologically advanced countries allocate 5% of data-center compute capacity as free digital assistance for poorer countries.
ASUS used its ASUS AI Tech 2026 event in Seoul to present a full-stack AI Factory concept built around NVIDIA platforms. The offering spans accelerated compute, networking, storage, power, cooling, deployment and operational management.
UBS has assigned Win Semiconductors a Buy rating and a NT$500 price target, citing growth potential in infrastructure and optical communications. The company expects NT$2–3 billion of 2026 capital expenditure, primarily for GaN and InP capacity expansion.
The US Federal Communications Commission has tightened equipment-authorization requirements for certain equipment and components from suppliers on the Covered List. Optical transceivers were not directly included in the new restrictions, according to the reported account cited by the source.
An industry report presents silicon photonics (SiPh) and co-packaged optics (CPO) as potential responses to copper interconnect constraints in large AI clusters targeting 800G and 1.6T connectivity. The report attributes to NVIDIA a view that 2026 will mark the commercialisation of silicon photonics, while also claiming the company has invested US$2 billion each in Lumentum and Coherent.