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Oracle's Project Jupiter is targeting a New Mexico desert already struggling with water consumption, but the company assures residents that the data center's water usage is "negligible."

AI data center Water usage Data center construction New Mexico Environmental impact Sustainability Energy consumption Water rights

NVIDIA’s revenue from data centers and AI has grown 1,300-fold in the last 12 years - Our World in Data

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ourworldindata.org 2026-06-16 Our World in Data

Spending on the hardware that trains and runs artificial intelligence has grown rapidly over the past years. One of the clearest indicators of how rapidly spending has increased is the revenue of American chipmaker NVIDIA. The company accounts for around 85% of the global market for AI chips. These are graphics processing units (GPUs), originally built for video games but well-suited to the paral

NVIDIA AI chips Data centers GPU Semiconductor industry Artificial intelligence Revenue growth Technology trends

AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play

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digitimes.com 2026-06-16

The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.

AMD to acquire MEXT to expand AI memory optimization tools

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digitimes.com 2026-06-16

AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.

Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions? - simplywall.st

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simplywall.st 2026-06-16 simplywall.st

United States/Semiconductors/NasdaqGS:POWI Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions? June 16, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, including a 15 W single-output and a 35 W six-

Power Integrations GaN technology AI data center High-voltage power management NVIDIA Kyber architecture Semiconductor devices Power conversion ICs Data center infrastructure

GlobalFoundries: First Chipmaker to Support Open Standard for AI Scale Up

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eetimes.com 2026-06-16

GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.

Semiconductor Industry AI Chips Optical Interconnect GPU Supply Chain Open Standard Silicon Photonics Data Center Chip Manufacturing

China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/ E Hits 34x - AD HOC NEWS

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www.ad-hoc-news.de 2026-06-16 AD HOC NEWS

China, GaN China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/ E Hits 34x 15.06.2026 - 21:05:17 | boerse-global.de Infineon accelerates €5B Dresden fab to 2026, but patent dispute in China forces halt of GaN sales. AI power chip revenue forecast to grow, stock up 111% YTD. China - China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/E Hits 34x 15.06.2026 - Bild: ü

Infineon GaN semiconductors AI data center European chipmaker Patent dispute China ban Power chips Dresden fab

AMD takes over MEXT to 'address growing memory constraints' in the data center — memory tiering technology enables flash to appear as DRAM to applications

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tomshardware.com 2026-06-16 Anton Shilov

AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.

AMD MEXT Memory Tiering Data Center DRAM NAND Flash AI Memory Optimization Memory Efficiency

Multiple small Tennessee counties pass temporary data center bans — Nashville also passed near-unanimous moratorium on first reading

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tomshardware.com 2026-06-16 Jowi Morales

Local governments demand more time to study how they can manage the impacts of huge data center projects.

data center regulation local government AI development energy consumption community impact policy ban Tennessee

Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia) - Yahoo Finance

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finance.yahoo.com 2026-06-15 Yahoo Finance

Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia) Harsh Chauhan, The Motley Fool Mon, June 15, 2026 at 8:07 AM PDT 6 min read NVDA -2.37% INTC -8.45% Explore stocks on Coinbase Trading disclosure The artificial intelligence (AI) trade has thus far been largely restric

Artificial Intelligence Semiconductor Industry Edge Computing AI Chips Data Centers NVIDIA Chip Design Autonomous Driving

Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia) - The Motley Fool

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www.fool.com 2026-06-15 The Motley Fool

The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years. Nvidia ( NVDA +2.88% ) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp

Artificial Intelligence Edge Computing Semiconductor Chips AI Chip NVIDIA Ambarella Data Center Autonomous Driving

OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9) - TradingView

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www.tradingview.com 2026-06-15 TradingView

News / Reuters / OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9) OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9) RefinitivLess than 1 min read NVDA +0.16% 9984 +10.31% APO −0.02% BX +1.58% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create

OpenAI NVIDIA data center Ohio AI cloud computing semiconductor computing infrastructure

OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9) By Reuters - Investing.com

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www.investing.com 2026-06-15 Investing.com

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AI chip Data center NVIDIA OpenAI Cloud computing Semiconductor Artificial intelligence Data center leasing

AI data centers drive new Tower–IQE chip deal that ends IP fight - Stock Titan

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news.google.com 2026-06-15 Stock Titan

Infineon and Siemens Leverage SiC Tech to Advance Electrical Protection in Data Centers, Factories - EE Times India

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news.google.com 2026-06-15 EE Times India

Infineon and Siemens Leverage SiC Tech to Advance Electrical Protection in Data Centers, Factories - EE Times Asia

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news.google.com 2026-06-15 EE Times Asia

India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

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digitimes.com 2026-06-15

India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.

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