In a major hire, Elon Musk’s AI startup xAI has snatched Saurabh Kumar, AWS’s principal engineer for data center networking, after his nine-year tenure. He’ll now lead the buildout of xAI’s ML infrastructure, crucial for its race against OpenAI. This move highlights the intense battle for specialize
Alex Davis, CEO of Disruptive, warns that the speculative rush to build AI data centers is a dangerous gamble. He predicts a “significant financing crisis” could hit by 2027 or 2028, driven by extreme spending and a mismatch between builders and users.
CoreWeave CEO Michael Intrator reframes the so-called “circular AI economy” as a necessary response to a historic supply chain crunch. He reveals the shortage goes “two levels deeper” than chips, down to raw metals like copper, forcing unprecedented cooperation.
Oracle’s stock is down 30% this quarter, on track for its sharpest drop since the dot-com bust. The sell-off is driven by fears over the enormous capital required to build out cloud capacity for AI clients like OpenAI.
Microsoft’s Xbox console sales are getting crushed, with hardware revenue down 29% year-over-year. The company’s new strategy abandons the console race, focusing instead on an open system across PC, cloud, and even rival platforms.
ETAS is bringing its key calibration and simulation tools to the Microsoft Azure cloud for the first time. The move is aimed at helping automotive engineers speed up development and testing cycles. This is a notable shift for a traditionally hardware-reliant part of the industry.
Security researchers warn that hackers are tricking users into entering codes on Microsoft’s real login page, granting attackers instant access. This method bypasses traditional MFA and phishing defenses entirely.
The AI boom is pushing rack power demands toward 1 megawatt, breaking traditional power infrastructure. The fix? A new wave of power semiconductors and radical designs like 800-volt DC systems and solid-state transformers.
Data centers are the defining infrastructure of our time, but they’re almost universally designed as bland, windowless warehouses. This boring architecture is a missed opportunity to counter their well-known negative impacts. Some firms are finally starting to explore better design.
In a unanimous order, federal energy regulators have paved the way for massive data centers to plug directly into power plants. This move aims to solve the AI boom’s insatiable power demand but raises major questions about grid costs and fairness for regular consumers.
