Latest news with #hyperscale
Yahoo
5 days ago
- Business
- Yahoo
Astera Labs Soars on Expanding AI Reach With Alchip, NVIDIA Deals
Astera Labs ALAB is gaining popularity as a critical enabler in the AI and cloud connectivity space, backed by strong business expansion through organic growth and expanding strategic alliances. The company reported a stellar first quarter of 2025 with revenues surging 144% year over year, driven by robust demand across its Aries, Taurus, Leo and Scorpio product families. ALAB's focus on AI rack-scale connectivity, broader platform support beyond NVIDIA NVDA, and leadership in PCIe 6 technology positions it well for long-term growth. ALAB's recently announced partnership with Taiwan-based Alchip Technologies aims to accelerate AI infrastructure adoption by integrating advanced connectivity and ASIC design capabilities. This collaboration enhances Astera's positioning across the AI value chain and underscores its growing relevance in hyperscale environments. With shares rallying over 30% in the past three months, outpacing both the Internet-Software industry and the S&P 500, Astera Labs is fast becoming a standout in next-gen AI infrastructure. Image Source: Zacks Investment Research Astera Labs is sharpening its competitive edge through a series of strategic collaborations that bolster its presence across the AI and cloud infrastructure ecosystem. Yesterday, the company announced a partnership with Alchip Technologies, combining its intelligent connectivity solutions with Alchip's high-performance ASIC design expertise. This collaboration aims to streamline AI infrastructure deployment by delivering integrated, interoperable solutions tailored to the growing complexity of data center workloads. Collaborations with ecosystem leaders like Wistron further expand Astera Lab's reach into OEM and modular platforms. In addition, Astera continues to deepen its collaboration with NVIDIA, playing a pivotal role in the rollout of Blackwell-based MGX systems. Astera remains the only connectivity provider to demonstrate complete end-to-end PCIe 6 interoperability with NVIDIA's next-generation GPUs—a milestone that underscores the company's technical leadership and trusted ecosystem role. In this regard, we should also note that Astera Lab's leading competitor Marvell Technology MRVL has also partnered with NVIDIA on NVLink Fusion. The partnership is aimed at tightly integrating Marvell's custom silicon with NVIDIA's rack-scale architecture, delivering a 1.8 TB/s bidirectional bandwidth. At OFC 2025, Marvell showcased the first end-to-end PCIe Gen 6-over-optics solution, enabling 10-meter optical links optimized for AI server scale-up environments. The Zacks Consensus Estimate for Astera Lab's 2025 earnings implies a 60.7% improvement year over year. Image Source: Zacks Investment Research Astera Labs is presently trading at a forward 12-month price-to-sales of 18.63X, which is below its 1-year median of 19.90X. However, it remains overvalued compared to the industry. Image Source: Zacks Investment Research ALAB currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report Astera Labs, Inc. (ALAB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
13-06-2025
- Business
- Forbes
Beijing Haoyang To Build $2.2 Billion Data Center At WHA Site In Thailand
Computer servers in a data center. getty Beijing Haoyang Cloud & Data Technology Co. is building a 72.7 billion baht ($2.2 billion) data center in Thailand amid booming demand for AI-powered applications. The 300-megawatt hyperscale data center will be built in an industrial park developed by a unit of tycoon Jareeporn Jarukornsaku's WHA Corp. in Rayong province, about 180 kilometers east of Bangkok, WHA Industrial Development said in a statement on Wednesday. Bangkok-listed WHA—which was cofounded by Jareeporn with her late husband over two decades ago—has been investing in technology and capabilities to meet the requirements of global data center operators. It owns over a third of the 26 sprawling industrial estates located in Thailand's 1.3 million hectare Eastern Economic Corridor that has drawn billions of dollars of investments from multinational companies. With a net worth of $1 billion, Jareeporn is among the wealthiest in Thailand. She has been running WHA since 2015. The company also has a natural gas joint venture with Bangkok-listed Gulf Development and Japan's Mitsui & Co. and Tokyo Gas. Targeted to be operational in 2026, the data center will be the first overseas facility of Beijing Haoyang, supporting Thailand's push to be a regional data center hub to host so-called hyper scalers. 'This project will enhance our global presence, significantly contribute to the region's development as a digital hub in Southeast Asia, and empower more Chinese enterprises to go overseas,' Lai Ning Ning, chairman and CEO of Beijing Haoyang, said in the statement. Beijing Haoyang operates five key data centers in economic hubs across China, including Beijing, Shanghai, Guangzhou, Macao, and Shenzhen. Thailand has been competing with Malaysia and Singapore to attract investments in data centers as an AI boom drives the demand for such facilities. Global tech giants such as ByteDance's TikTok, Alphabet's Google, and Microsoft have been building new digital facilities in the country. Thai companies have also been investing in data centers, with billionaire Sarath Ratanavadi's Gulf Development and tycoon Harald Link's B. Grimm accelerating expansion plans.
Associated Press
05-06-2025
- Business
- Associated Press
EdgeCore Digital Infrastructure Appoints Steve Conner as President
Conner to provide strategic leadership across several key functional areas to further propel company growth as a leading provider of high-density hyperscale data center space DENVER, CO / ACCESS Newswire / June 5, 2025 / EdgeCore Digital Infrastructure, a wholesale data center developer, owner and operator, announced the appointment of Steve Conner as its new President. In this newly established role, Conner will apply his background in the data center industry with his expertise in engineering, power provisioning, sales and customer solutions to lead the company's internal day-to-day operations, drive strategic execution and ensure the growth of the overall business. 'Steve is an exceptional executive leader who brings a variety of core technical and customer strategy experiences and a proven track record of success. His expertise will enable EdgeCore to increase our ability to meet our customers' current and future requirements for high-density data center space,' said Lee Kestler, CEO, EdgeCore Digital Infrastructure. 'By leaning on his prior experiences, Steve will accelerate the transformation of our Operations, Strategy, Sales and Engineering functions and be an invaluable technical leader across our organization.' Since announcing a series of strategic personnel appointments in February of this year, EdgeCore has grown the size of its team by 80 percent and has plans to double its workforce by year's end. The company has also retooled its Operations and Strategy teams to more dynamically address the next generation requirements of its facilities and customers. 'I'm a firm believer in the adage 'you can't know where you're going until you understand where you've been,' and I plan to draw on the experiences-both good and bad-I've had throughout my career to ensure EdgeCore chooses the right path forward in our growth,' said Steve Conner, President, EdgeCore Digital Infrastructure. 'I'm thrilled to be a part of this dynamic and growing team during such an important time in the evolution of the data center industry.' Prior to joining EdgeCore, Conner worked for seven years with some of the world's largest hyperscale customers while he served as both Chief Technology Officer and Senior Vice President of Solution and Architecture Engineering at Vantage Data Centers. Additionally, he held senior-level sales roles at Cloudistics and Nutanix as well as senior-level technical roles at Arrow Electronics and several companies it acquired. Conner earned post-graduate degrees in business administration and computer science with a concentration in artificial intelligence as well as various certifications in networking and information security. About EdgeCore Digital Infrastructure EdgeCore Digital Infrastructure serves the world's largest cloud and internet companies with both ready-for-occupancy and build-to-suit data center campuses that are designed for density. Privately held and backed by committed equity, EdgeCore enables hyperscale customer requirements by proactively investing in regions that provide the land and power necessary to support and scale AI and cloud technology. While working thoughtfully with the communities in which we do business, our data center campuses are built at scale to meet key performance specifications, safety metrics and sustainability objectives. EdgeCore has data center campuses in five North American markets with plans to continue regional expansion in 2025 and beyond. For more information, please visit Media Contact Courtney Gaudet EdgeCore Digital Infrastructure [email protected] SOURCE: EdgeCore Digital Infrastructure press release
National Post
03-06-2025
- Business
- National Post
Vantage Data Centers Secures $5B in Incremental Green Loan Financings to Support Demand for North America Platform
Article content Article content DENVER — Vantage Data Centers, a leading global provider of hyperscale data center campuses, today announced it has secured $5 billion in incremental green loan financings to meet continued demand. The capital includes a $2.25 billion financing to fully fund construction of the company's New Albany, Ohio, campus and a $2.75 billion upsizing of an existing $3 billion 2024 borrowing base loan. These transactions combined give Vantage a total of $8 billion for the ongoing expansion of its North America platform. Article content Innovative Rated Construction Financing Vantage has raised $2.25 billion in debt financing to fund the full development of its New Albany, Ohio, campus. Located just outside Columbus, this 70-acre campus will house three pre-leased hyperscale data centers with 192MW across 1.5 million square feet. The first facility is slated to be operational by December 2025. Article content Led by Mitsubishi UFJ Financial Group, Inc. (MUFG) and Societe Generale, the transaction represents one of the first construction loans in the data center industry to have achieved private investment-grade ratings by two leading rating agencies. Article content Increased Corporate Facility Separately, Vantage upsized its existing $3 billion green loan corporate credit facility by an additional $2.75 billion, increasing the total to $5.75 billion. The financing will support the development of data centers and land acquisitions for future growth in North America. Article content The transaction continues Vantage's long-standing relationships with top-tier financial institutions. The expanded facility was arranged by a bank syndicate led by structuring bank Wells Fargo Securities, LLC along with joint bookrunners TD Securities, Truist Securities, Inc. and Scotiabank. Article content 'As the need for digital infrastructure continues to accelerate, Vantage remains focused on raising capital to support the rapid expansion of our North America platform,' said Rich Cosgray, senior vice president, global capital markets at Vantage. 'These financings demonstrate our ability to secure sustainable and innovative funding vehicles to meet market demand and serve our customers with scalable solutions that ultimately increase our speed to market.' Article content Both financing deals were secured under Vantage's Green Finance Framework, reinforcing the company's commitment to the sustainable development, delivery and operation of its data centers. This strong financial backing positions Vantage to meet customer demand at scale across multiple markets in support of the digital economy. Article content White & Case served as legal advisor to Vantage on both transactions. Article content About Vantage Data Centers Vantage Data Centers powers, cools, protects and connects the technology of the world's well-known hyperscalers, cloud providers and large enterprises. Developing and operating across five continents in North America, EMEA and Asia Pacific, Vantage has evolved data center design in innovative ways to deliver dramatic gains in reliability, efficiency and sustainability in flexible environments that can scale as quickly as the market demands. Article content Article content Article content Article content Contacts Article content Press Contacts Mark Freeman Vantage Data Centers mfreeman@ +1-202-680-4243 Article content Article content Article content
Yahoo
01-06-2025
- Business
- Yahoo
Data centers are at the heart of the AI revolution and here's how they are changing
When you buy through links on our articles, Future and its syndication partners may earn a commission. As demand for AI and cloud computing soars, pundits are suggesting that the world is teetering on the edge of a potential data center crunch—where capacity can't keep up with the digital load. Concerns and the hype have led to plummeting vacancy rates: in Northern Virginia, the world's largest data center market, for example, vacancy rates have fallen below 1%. Echoing past fears of "peak oil" and "peak food," the spotlight now turns to "peak data." But rather than stall, the industry is evolving—adopting modular builds, renewable energy, and AI-optimized systems to redefine how tomorrow's data centers will power an increasingly digital world. Future data centers will increasingly move away from massive centralized facilities alone, embracing smaller, modular, and edge-based data centers. The sector is already splitting out in hyperscale data centers one end and smaller, edge-oriented facilities on the other. Smaller, modular and edge data centers can be built in a few months and tend to be located closer to end users to reduce latency. Unlike the huge campuses of hyperscale with facilities often covering millions of square feet these smaller data centers are sometimes built into repurposed buildings such as abandoned shopping malls, empty office towers, and factories in disuse, helping requalify ex-industrial brownfield areas. Leaner centers can be rapidly deployed, located closer to end users for reduced latency, and tailored to specific workloads such as autonomous vehicles and AR. To address energy demands and grid constraints, future data centers will increasingly be co-located with power generation facilities, such as nuclear or renewable plants. This reduces reliance on strained grid infrastructure and improves energy stability. Some companies are investing in nuclear power. Nuclear power provides massive, always-on power that is also free of carbon emissions. Modular reactors are being considered to overcome grid bottlenecks, long wait times for power delivery, and local utility limits. Similarly, they will be increasingly built in areas where the climate reduces operational strain. Lower cooling costs and access to water enables the use of energy-efficient liquid-cooling systems instead of air-cooling. We will be seeing more data centers pop up in places like Scandinavia and the Pacific Northwest. Artificial intelligence will play a major role in managing and optimizing data center operations, particularly for cooling and energy use. For instance, reinforcement learning algorithms are being used to cut energy use by optimizing cooling systems, achieving up to 21% energy savings. Similarly, fixes like replacing legacy servers with more energy-efficient machines, with newer chips or thermal design, can significantly expand compute capacity, without requiring new premises. Instead of only building new facilities, future capacity will be expanded by refreshing hardware with newer, denser, and more energy-efficient servers. This allows for more compute power in the same footprint, enabling quick scaling to meet surges in demand, particularly for AI workloads. These power-hungry centers are also putting a strain on electricity grids. Future data centers will leverage new solutions such as load shifting to optimize energy efficiency. Google is already partnering with PJM Interconnection, the largest electrical grid operator in North America, to leverage AI to automate tasks such as viability assessments of connection applications, thus enhancing grid efficiency. Issues are typically not due to lack of energy but insufficient transmission capacity. In addition to this, fortunately, data centers are usually running well below full capacity specifically to accommodate future growth. This added capacity will prove useful as facilities accommodate unexpected traffic spikes, and rapid scaling needs without requiring new constructions. Future data center locations will be chosen based on climate efficiency, grid access, and political zoning policies but also availability of AI-skilled workforce. Data centers aren't server rooms—they're among the most complex IT infrastructure projects in existence, requiring seamless power, cooling, high-speed networking, and top-tier security. Building them involves a wide range of experts, from engineers to logistics teams, coordinating everything from semiconductors to industrial HVAC systems. Data centers will thus drive up the demand for high-performance networking, thermal, power redundancy, and advanced cooling engineers. It's clear that the recent surge in infrastructure demand to power GPUs and high-performance computing, for example, is being driven primarily by AI. In fact, training massive models like OpenAI's GPT-4 or Google's Gemini requires immense computational resources, consuming GPU cycles at an astonishing rate. These training runs often last weeks and involve thousands of specialized chips, drawing on power and cooling infrastructure. But the story doesn't end there: even when a model is trained, running these models in real-time to generate responses, make predictions, or process user inputs (so-called AI inference) adds a new layer of energy demand. While not as intense as training, inference must happen at scale and with low latency, which means it's placing a steady, ongoing load on cloud infrastructure. However, here's a nuance that's frequently glossed over in much of the hype: AI workloads don't scale in a straight-forward, linear fashion: doubling the number of GPUs or increasing the size of a model will not always lead to proportionally better results. Experience has shown that as models grow in size, the performance gains actually may taper off or introduce new challenges, such as brittleness, hallucination, or the need for more careful fine-tuning. In short, the current AI boom is real, but it may not be boundless. Understanding the limitations of scale and the nonlinear nature of progress is crucial for policymakers, investors, and businesses alike as they plan for data center demand that is shaped by AI exponential growth. The data center industry therefore stands at a pivotal crossroads. Far from buckling under the weight of AI tools and cloud-driven demand, however, it's adapting at speed through smarter design, greener power, and more efficient hardware. From modular builds in repurposed buildings to AI-optimized cooling systems and co-location with power plants, the future of data infrastructure will be leaner, more distributed, and strategically sited. As data becomes the world's most valuable resource, the facilities that store, process, and protect it are becoming smarter, greener, and more essential than ever. We list the best colocation providers. This article was produced as part of TechRadarPro's Expert Insights channel where we feature the best and brightest minds in the technology industry today. The views expressed here are those of the author and are not necessarily those of TechRadarPro or Future plc. If you are interested in contributing find out more here:
