Google Cloud and Chips

Vertex, TPUs and Google's bid for AI infrastructure.

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@ElectronicsNews
electronicsweekly.com > news > business > datacentre-semiconductor-market-to-hit-1-5trn-by-2031-says-yole-2026-09

Datacentre performance now sold by the rack not the chip ⋆ Electronics Weekly

1+ hour, 4+ min ago   (464+ words) The value in datacentres is shifting from the chip to the rack, says Yole, with hyperscalers and AI labs co-designing their own AI ASICs and with advanced packaging, HBM4, co-packaged optics, and power (1 MW racks, 800 V, liquid cooling) setting the direction....

Google News
kalb.com > 09/14/2026 > nationwide-ai-data-center-revolt-tour-stops-boyce

Nationwide ‘AI Data Center Revolt’ tour stops in Boyce

1+ hour, 25+ min ago   (227+ words) BOYCE, La. (KALB) -A group of protesters, with local residents and activist groups in attendance, made a stop in Boyce on September 12, as part of a cross-country bus tour demanding stronger guardrails on the build-out of data centers in towns…...

TrendForce
trendforce.com > news > 09/14/2026 > news-kepler-claims-hbm-alternative-without-euv-using-globalfoundries-28nm-fabs-2027-production

[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production

4+ hour, 27+ min ago   (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...

Seeking Alpha
seekingalpha.com > news > 4642318-elon-musk-confident-of-launching-nvidia-ai-platforms-in-space-in-2027

Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027 (NVDA:NASDAQ)

58+ min ago   (56+ words) Seeking Alpha Elon Musk said in a reply to a post on X that he is confident that SpaceX (SPCX) will launch Nvidia (NVDA) AI computers in space in 2027. Nvidia’s Vera Rubin NVL72 is an AI computer platform with leading-edge technologies...

The Edge Malaysia
theedgemalaysia.com > node > 817949

My Say: For sustainable data centre growth, upgrade state capacity

2+ hour, 51+ min ago   (528+ words) This article first appeared in The Edge Malaysia Weekly on September 14, 2026 - September 20, 2026 It was unthinkable then that a data centre would draw protest over pollution concerns, yet those concerns proved serious enough for the developer to step in and remedy…...

blockchain.news
blockchain.news > ainews > lng-demand-surges-as-ai-buildouts-fuel-projects

LNG Demand Surges as AI buildouts fuel projects | AI News Detail

1+ hour, 6+ min ago   (193+ words) According to @CNBC, Baker Hughes says energy project pipelines remain robust as AI data center buildouts boost global LNG demand and equipment orders. Baker Hughes reports continued momentum in energy projects even with elevated interest rates, driven by artificial intelligence…...

NJBIZ
njbiz.com > nj-data-centers-ai-innovation-economic-growth

OPINION: NJ should embrace data centers while limiting impacts

2+ day, 16+ hour ago   (397+ words) Although AI data centers consume large amounts of electricity and water, New Jersey cannot afford to fall behind in this cutting-edge AI realm: The state’s ability to effectively compete across an array of domains relies on encouraging data centers’ responsible…...

DIGITIMES
digitimes.com > news > a20/26/0914VL214 > talent-nand-hbm-design-flash.html

Sandisk recruits engineers in Korea as memory talent race heats up

2+ hour, 1+ min ago   (147+ words) digitimes Sandisk recruits engineers in Korea as memory talent race heats up Sandisk Vice President Rajeev Nagabhirava discusses AI memory architecture at the SEMICON Taiwan 2026 Memory Summit. Credit: Sherri Wang Sandisk is making an unusual push into engineering recruitment in…...

DIGITIMES
digitimes.com > news > a20/26/0914PD223 > china-gan-technology-innoscience-onsemi.html

DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

1+ hour, 39+ min ago   (133+ words) digitimes DIGITIMES Insight: China's GaN challengers are no longer playing catch-up Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity…...

Yourbasin
yourbasin.com > news > how-data-center-construction-is-impacting-abilene-homeowners-at-ground-zero > amp

How data center construction is impacting Abilene homeowners at ground zero

3+ hour, 42+ min ago   (532+ words) ABILENE, Texas (KTAB/KRBC) – Rusty Towell, a professor at Abilene Christian University, has lived on his northwest Abilene property for over two decades. “We picked this spot because we wanted a little property, but we want to be close to…...