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Tag: capacity

AMD, Broadcom book most of Powertech’s FOPLP capacity ahead of 2027 ramp
Broadcom

AMD, Broadcom book most of Powertech’s FOPLP capacity ahead of 2027 ramp

vm_adminAugust 27, 2026

By Siu Han, Taipei Publication Date: 2026-08-27 02:21:00 Powertech Technology (PTI) is preparing to move its fan-out panel-level packaging (FOPLP)…

Microsoft's AI Capacity Is Selling – But Cash Conversion Is Lagging
Microsoft

Microsoft's AI Capacity Is Selling – But Cash Conversion Is Lagging

vm_adminAugust 26, 2026

By Datalam Trading Publication Date: 2026-08-26 14:22:00 Microsoft is rated a Hold; AI-driven Azure growth and monetization must improve gross…

NVIDIA-backed US startup to provide 20-GW computing capacity in space
Nvidia

NVIDIA-backed US startup to provide 20-GW computing capacity in space

vm_adminAugust 23, 2026

By Bojan Stojkovski Publication Date: 2026-08-23 11:15:00 US-based startup Starcloud has raised $250 million in a Series A extension at…

Thunder Compute Raises  Million Series A To Unlock 0 Billion Of Idle GPU Capacity
Virtualization News

Thunder Compute Raises $13 Million Series A To Unlock $200 Billion Of Idle GPU Capacity

vm_adminAugust 21, 2026

By Amit Chowdhry Publication Date: 2026-08-21 21:39:00 Thunder Compute has raised $13 million in Series A funding to scale its…

Together AI expects IBM-backed AI capacity to sell out before launch
IBM

Together AI expects IBM-backed AI capacity to sell out before launch

vm_adminAugust 13, 2026

By Diana Goovaerts Publication Date: 2026-08-13 14:14:00 Together AI says its IBM-backed Nvidia compute could sell out before launch, signaling…

Zayo, Nvidia Target Fiber Capacity as AI Infrastructure Spreads
Nvidia

Zayo, Nvidia Target Fiber Capacity as AI Infrastructure Spreads

vm_adminAugust 13, 2026

By DataCenterKnowledge Publication Date: 2026-08-13 12:00:00 Zayo is building more than 8,000 miles of long-haul fiber across emerging AI corridors…

SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here’s Why Microsoft Could Be the One Writing the Check. | The Motley Fool
Microsoft

SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here’s Why Microsoft Could Be the One Writing the Check. | The Motley Fool

vm_adminAugust 13, 2026

By Adam Spatacco Publication Date: 2026-08-13 14:12:00 Over the last year, Space Exploration Technologies (SPCX -3.22%) — more commonly known…

Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS
Amazon Web Services

Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS

vm_adminAugust 11, 2026

Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be…

NVIDIA Trims HBM Capacity Amid Soaring Costs
Nvidia

NVIDIA Trims HBM Capacity Amid Soaring Costs

vm_adminAugust 9, 2026

By Park Ji-min Publication Date: 2026-08-09 15:31:00 NVIDIA Trims HBM Capacity Amid Soaring Costs Potential 81% Reduction Reflects Struggles With…

Microsoft is resorting to its biggest cloud rival to deal with GitHub AI capacity issues
Amazon Web Services

Microsoft is resorting to its biggest cloud rival to deal with GitHub AI capacity issues

vm_adminJune 16, 2026

Microsoft is turning to its biggest cloud rival, Amazon, to help address capacity issues on its GitHub coding platform following…

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