The definite analysis of the reality of Gigafactories and the datacenter bubble
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Hyperscaler capex for 2026 is tracking ~$700B combined (+70% YoY). The interesting question: how much of this is existing infrastructure catch-up vs net-new AI capacity? If it's mostly catch-up, the growth rate decelerates in 2027.
Kioxia and Dell cram nearly 10PB of flash storage into a single 2U server
https://fed.brid.gy/r/https://nerds.xyz/2026/05/kioxia-dell-9-8pb-flash-storage-server/
Can the AI industry put more existing ressources into an AI like, lets say, the Lumbergh7007, that would manage their HW needs more efficiently. There is only one Earth, and we have to share, don't we?
The bottom line, VMware VCF 9 transition is coming (joke alert).
Garry Tan (@garrytan)
샌더스와 AOC가 모든 AI 데이터센터 건설을 일시 중단하는 법안을 발의했고, 이미 300개 이상의 지역 법안이 제출됐다는 내용이다. 2026년 계획된 데이터센터 절반이 지연 또는 취소될 수 있어 AI 인프라 정책에 큰 영향을 줄 수 있다.
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies. The people who say they want American jobs are trying to block the
How in the fuck can a service provider just cut out a town like that?!
Energy supplier abandons Lake Tahoe residents to serve data centers
Thomas Fricke (he/his)
Newsramp
The Durability Curve
NERDS.xyz – Real Tech News for Real Nerds [Unofficial]
Les Mots Ont Un Sens
Nicolas MØUART
sayzard
Marcus "MajorLinux" Summers