AI has an environmental problem. Here''s what the world
The sprawling data centres that house AI servers churn out toxic electronic waste and are voracious consumers of electricity, which in most places
The sprawling data centres that house AI servers churn out toxic electronic waste and are voracious consumers of electricity, which in most places
CSPs are willing to accept higher prices and sign LTAs to secure a stable supply, further reinforcing suppliers'' pricing power. For eMMC/UFS, despite a weak smartphone market, demand for
An AI data center server power supply built using devices such as GaNSafe can achieve significantly better performance and support enhanced system safety and reliability versus a unit that utilizes
Explore the differences between general servers and FSP AI server power supply solutions. Learn how these advanced power solutions optimize
ited for AI server power architectures. Models such as the SiC461, SiC431, and SiC450 offer wide input voltage ranges, high current capabilities, and peak efficiencies up to 98 %, enabling optimized power
Micron Q4 FY 2025 earnings highlight strong AI-driven data center demand, HBM growth, and margin expansion, with higher guidance.
In this article, I''ll examine the derivation and delivery of data center power to the server functions doing the computing, why the power distribution architecture needs to change to meet rapidly evolving AI
Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology competition, fueled by accelerating investment in AI
With the Data Center Semiconductor Trends 2025 report, Yole Group continues to investigate and report on the fast-moving edge of cloud and AI
Foxconn''s industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production capability
The latest developments in superjunction MOSFETs are continuing to unleash more performance, making these devices a strong choice for high-power applications like AI server SMPS.
The new system architecture significantly improves energy-efficient power distribution in the data center and enables power conversion directly at the AI
Micron Q1 FY 2026 shows AI-driven demand and HBM momentum, with guidance pointing higher as capacity investments accelerate into FY 2026.
The ever-increasing power demand driven by AI data centers is forcing an expedited evolution of power supply units (PSUs) designs, growing from 800 W to an astounding 12 kW, with projections heading
Each server rack within the data center necessitates a Power Supply Unit (PSU) to facilitate power delivery. The PSU is designed as a combination of a Power Fac.
Google used 6.4 billion gallons for data centers in 2023. Training GPT-4 took 13.4 million gallons per month. Real AI water use numbers by company, 2026.
According to TrendForce''s latest findings, the global MLCC industry will show a more polarized landscape in 1Q26 due to ongoing political and
The 2026 Supply Deficit: A Calculated Collision As we look at the current market dynamics, the copper demand ai data centers 2026 forecast points to a looming 150,000 metric tonne supply
Traffic at hyperscale data centers in North America has sustained over 30% annual growth, prompting cloud giants such as Google, Microsoft, and Meta to expand GPU and AI server
Energy supply for AI Global electricity supply to meet data centre demand Global electricity generation to supply data centres is projected to grow from 460 TWh in
New architectures and AC-DC distribution configurations are increasing demand for data center rack and PSU power, necessitating more processing
With the rise of generative AI, companies have significantly raised their water usage, sparking concerns about the sustainability of such practices.
IEA added, "AI electricity demand can be forecast more comprehensively based on the number of AI servers estimated to be sold and
With hyperscaler capex exceeding US$800 billion annually, supply chains are reorganizing around AI servers, cooling, and high-speed interconnect demand, redefining
MU rides on surging HBM demand as AI server growth tightens supply, boosts pricing power and locks in 2026 capacity through long-term deals.
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond
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