#Data Center

AMD Reports Q3 Earnings: Revenue Up 45%, Data Centers Account for 64% of Income, Gaming Business Plunges 40%

Technology 11/05/2026, 02:24

AMD reported Q3 earnings: revenue rose 45% to $13.38 billion, while the data center segment, which provided 64% of income, nearly doubled. The gaming business dropped 40%, and shares rose 8% in extended trading.

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AMD Becomes a Server Company: Data Centers Bring in 64% of Revenue While Ryzen and Radeon Take a Back Seat

Technology 11/05/2026, 01:06

AMD reported a record $13.4 billion in revenue for Q3 2026, with data centers accounting for 64% of income and the gaming segment dropping by 40%. The company is preparing the market for a contraction in PC shipments in 2027.

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Nvidia Imposes 51% Threshold: Cloud Partners Banned from Serving Chinese AI Requests

Technology 11/04/2026, 04:43

Nvidia has introduced a rule for cloud partners: the share of services to Chinese clients must not exceed 51%. The measure, communicated verbally without official documents, aims to cut off the PRC's access to advanced AI power via foreign data centers.

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OpenAI Introduces Grid Protectors Program: Data Centers Able to Shed Up to 1,000 MW of Load in a Minute

Technology 11/04/2026, 03:55

OpenAI has launched the Grid Protectors pilot program in Georgia: the data center will be able to automatically shed up to 1,000 MW of load in under a minute, relieving the local power grid during peak hours.

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Sandisk Reports Record Quarter: Revenue Up 378%, Net Income Soars Over 72x

Technology 10/31/2026, 19:38

Sandisk reported Q1 fiscal 2027 results: revenue surged 378% to $11 billion, and net income increased over 72x amid the AI boom and soaring demand for NAND memory.

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Anthropic Becomes SpaceX's Largest Client: AI Lab Accounts for Over a Third of Musk's Company Revenue

Technology 10/31/2026, 19:31

An official SpaceX document revealed that 34.5% of revenue for Q3 2026 was provided by a single client — according to Bloomberg, this is Anthropic. The contract with the lab is worth $120.5 billion until 2029, but the company retains the right to terminate it within 90 days.

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Kioxia Revises Profit Forecast: NAND Flash Memory Price Growth May Stall as Early as 2027

Technology 10/31/2026, 19:26

Kioxia forecasts an operating profit of 2 trillion yen for October–December—15% below analyst expectations—and signals a potential slowdown in NAND memory price growth despite having sold out capacities for 2027.

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Intel Redirects Capacity from Consumer PCs to Server Chips: AI Market Shifts Priorities

Technology 10/31/2026, 18:51

Intel is redirecting some manufacturing capacity from consumer processors to server Xeons due to record AI demand. DCAI Q3 revenue rose 80% year-over-year, while Granite Rapids production remains constrained.

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Nvidia and AMD to Invest $4B in Meta: Details of AI Infrastructure Deal and $95B Share Offering

Technology 10/28/2026, 19:20

Nvidia and AMD will invest $4 billion in Meta✴ as part of an expanded AI partnership. Meta✴ plans to raise $95 billion through a share offering, while Nvidia and AMD cement their Vera Rubin and EPYC chips as the foundation for the Muse multi-agent system.

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Seagate Reports 205% Profit Jump: All Server Storage Sold Out Through 2028

Technology 10/28/2026, 18:48

Seagate reported a 205% jump in net income to $1.78 billion amid the AI boom. All server storage volumes are sold out through the end of 2028, with some contracts extending to 2030.

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Seagate Reports Record Q1 Revenue of $4.2 Billion: Data Centers Drive 81% of Sales, EPS Jumps 194%

Technology 10/28/2026, 18:44

Seagate reported a record Q1 FY27: revenue grew 61% to $4.2 billion, EPS reached $7.68 (+194% YoY), and the Data Center segment accounted for 81% of sales. Free cash flow surged 246% to $1.5 billion.

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Yandex Restores Access to 96% of Disk Data Following Three Datacenter Attacks

Technology 10/28/2026, 17:38

Yandex has restored access to 96% of Yandex Disk cloud storage data following three attacks on datacenters in Sasovo, Kaluga, and Vladimir. Cloud infrastructure fees have been canceled until the end of October.

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Fujifilm Quintuples Magnetic Tape Production for AI Demand: 10B Yen for Odawara Plant

Technology 10/28/2026, 17:35

Fujifilm will invest 10 billion yen to modernize its Odawara plant to quintuple production of magnetic tapes with capacities up to 100 TB amid explosive AI-driven demand.

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Russian Strike on October 20 Damages GigaCenter Data Center in Kyiv: Clients Face Equipment Disruptions

Technology 10/21/2026, 14:30

A Russian attack on October 20 damaged the GigaCenter data center in Kyiv, leaving clients facing equipment disruptions. This is the fourth capital data center to suffer damage in a month.

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Russian Ballistic Attack Destroys Datagroup Data Center in Kyiv: Company Declares Object Impossible to Restore

Incidents 10/19/2026, 10:54

On the night of October 19, a Russian ballistic attack destroyed the Datagroup data center in Kyiv. The company announced the impossibility of restoring the facility and the migration of services to backup sites.

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UAV Attack on VK Data Center in Leningrad Oblast: Services Operating Normally

Technology 10/18/2026, 12:22

On the night of October 18, UAVs attacked the VK data center in Leningrad Oblast and facilities in Saint Petersburg. The company stated that services are operating normally, and authorities reported dozens of downed drones.

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Drones Reportedly Hit VKontakte Data Center: St. Petersburg Suffers Blackout, Social Network Goes Down

Incidents 10/18/2026, 04:48

On the night of October 18, drones reportedly attacked the VKontakte data center in the Leningrad Region. Users report a massive social network outage, and part of St. Petersburg was left without power.

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OpenAI Replaces Head of Compute Infrastructure Amid $750B Data Center Plans

Technology 10/17/2026, 05:05

OpenAI is preparing a leadership change for its compute infrastructure division: Sachin Katti will leave the company in mid-November and be replaced by Uday Ruddaraju. The reshuffle comes amid plans to spend up to $750 billion on data centers by 2030.

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