| Mobile Web

Search results for AI data centers

AI & Enterprise

Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked

The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.

AI & Enterprise

AI fear-battered stocks revive in August U.S. market rebound lineup

In August, U.S. stocks that had been weighed down by Wall Street’s bearish narratives rebounded sharply, CNBC reported. Jim Cramer said worries over AI threats, slower growth and worsening conditions were overturned by earnings and shifts in positioning. Moderna surged after reporting promising results for an experimental melanoma vaccine with Merck. Enterprise software names rebounded as a high-leverage hedge fund unwound bets. Other gainers included Gartner, Newmont, Paramount Skydance, Super Micro Computer, Sandisk and Coinbase.

AI & Enterprise

South Korea\'s 2027 government R&D budget nears 40 trillion won, new projects hit record maximum

South Korea has drafted a 2027 government research and development budget of 39.5 trillion won, up 11.2 percent from this year. It plans to increase investment in strategic technologies such as artificial intelligence, semiconductors, quantum and space aviation, and to allocate a record 3.3 trillion won to new projects. Major R&D funds allocated and coordinated by the science ministry total 33.8 trillion won, up 11.5 percent.