Arm’s Datacenter Business Set to Surge

Arm is poised to make its datacenter segment its largest revenue source, driven by strong demand for its new AGI chips.

Arm is poised to make its datacenter segment its largest revenue source, driven by strong demand for its new AGI chips.

Oracle is set to power its New Mexico datacenter with a significant fuel cell farm, marking a strategic shift in energy sourcing.

Oracle has contracted Bloom Energy to supply up to 2.8 GW of fuel cell systems for its datacenter expansion, reflecting a shift toward on-site energy generation amid grid challenges.

Microsoft is set to occupy a new datacenter campus in Texas, boosting its AI capabilities alongside Crusoe's expansion efforts.

OpenAI and Oracle have reportedly abandoned their plans to expand the Stargate datacenter in Texas, as financing issues and demand forecasting challenges arise.