Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’

Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.

AI Data Centers Turn to High-Temperature Superconductors
AI Data Centers Turn to High-Temperature Superconductors

Data centers for AI are turning the world of power generation on its head. There isn’t enough power capacity on the grid to even come close to how much energy is needed for the number being built. And traditional transmission and distribution networks…

An AI data center boom is fueling Redwood’s energy storage business

Redwood Materials says its new energy storage business is the fastest growing unit within the company.

Microsoft develops storage that lets you backup data that lasts 10,000 years

Microsoft says glass data storage can preserve data for 10,000 years, using lasers to write voxels inside silica plates. It’s built for archives, but scaling write speed and reader access remain big hurdles.
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Heron Power raises $140M to ramp production of grid-altering tech

Tesla alumni Drew Baglino raises a large round to build a giga-scale factory, this time at his own startup.

DG Matrix raises $60M to make data center power smarter

The startup is making solid-state transformers capable of intelligently aggregating power from a number of different sources before sending it to data center racks.

We’re Measuring Data Center Sustainability Wrong
We’re Measuring Data Center Sustainability Wrong

In 2024, Google claimed that their data centers are 1.5x more energy efficient than industry average. In 2025, Microsoft committed billions to nuclear power for AI workloads. The data center industry tracks power usage effectiveness to three decimal p…

India bids to attract over $200B in AI infrastructure investment by 2028

India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.

As AI data centers hit power limits, Peak XV backs Indian startup C2i to fix the bottleneck

C2i has raised $15 million as it tests a grid-to-GPU approach to reducing power losses in AI data centers.

How and When the Memory Chip Shortage Will End
How and When the Memory Chip Shortage Will End

If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type of DRAM used to feed GPUs and other accelerators in …