CONNECT WITH US
NEWS TAGGED DATA CENTER
Thursday 29 October 2026
LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target
LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new...
Thursday 29 October 2026
LG's business diversification supports earnings as consumer demand stays weak
LG Electronics' latest quarter shows how appliances, vehicle components, and an improving television business are supporting earnings while the company builds new positions in data...
Thursday 29 October 2026
Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply
Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue...
Thursday 29 October 2026
Kentec sees strong AI data center orders despite financing concerns
Kentec, a subsidiary of Kenmec Group and an engineering integrator providing complete AI data center infrastructure solutions, continues to see strong order visibility for its containerized...
Wednesday 28 October 2026
Kentec targets CSP opportunities with AIDC infrastructure integration
Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI...
Wednesday 28 October 2026
Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase
Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the...
Wednesday 28 October 2026
NXP's automotive content gains, industrial demand strengthen its growth outlook
NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...
Wednesday 28 October 2026
NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027
NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27...
Wednesday 28 October 2026
Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge
Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS)...
Wednesday 28 October 2026
Google prioritizes frontier AI as cloud capacity runs short
Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded...
Tuesday 27 October 2026
Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion
Australia's push to become an AI infrastructure hub for the Asia-Pacific is running into constraints that capital alone cannot solve: the last mile of grid connection, and the consent...
Tuesday 27 October 2026
Nvidia DSX POD challenges traditional AI data center construction
At its GTC conference in Berlin, Nvidia discussed the RTX Spark notebook, various implementations and partnerships involving physical AI, AI agents, and CUDA-X, as well as the DSX...
Tuesday 27 October 2026
AI data centers drive cooling, power, modular infrastructure demand
As AI server computing density and server rack power consumption rise, data center construction must also take into account cooling, power distribution, energy management, and electromechanical...
Tuesday 27 October 2026
AI data center boom risks squeezing power chip supplies for auto, electronics
The rapid expansion of AI data centers is driving demand beyond GPUs, memory chips, and advanced packaging. As power consumption in GPU clusters rises, data centers need not only more...
Tuesday 27 October 2026
OPTOELEC seeks AI data center orders as Himax advances CPO optics
South Korean optics maker Optoelec is seeing growing interest from AI data center customers as it seeks to expand its wafer-level optics (WLO) business into high-speed optical communications,...