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AI & Enterprise

Microsoft eyes composable memory as fix for data center memory shortages

Microsoft is exploring the use of composable memory technology to address memory shortages in AI data centres, SiliconANGLE reported. The approach would pool memory tied to individual servers and allocate it to tasks as needed across Azure. Microsoft architect Samir Rajadnya (사미르 라자드냐) said AI data centres often see GPUs waiting because memory and storage fail to deliver data in time, while memory supply has also tightened as AI demand surges.

Industry

Power, cooling and GPU links form triple barrier to data centre expansion amid AI boom

Surging demand for AI computing is pushing the data centre industry up against physical limits in power supply, cooling performance and GPU-to-GPU data transfer, making rapid expansion harder through chip gains alone. Grid constraints, long waits for high-voltage transformers and rising costs are key hurdles. Operators are adding on-site generation and exploring SMRs. Cooling is shifting from air to liquid systems. Interconnects are moving from copper to optics, while solid-state transformers draw interest despite high costs.

AI & Enterprise

Marvell shares surge 241 percent in a year; CEO cites trust as key to AI chip success

Marvell Technology shares have surged 241 percent over the past year, with long-standing trust built with major technology companies cited as a key driver. CEO Matt Murphy said hyperscaler customers decide deals based on trust across the ecosystem, not only price or performance. Marvell expanded cooperation with Nvidia in March and signed a partnership with Google in August. FactSet expects data centre revenue to rise 60 percent in fiscal 2027 and 61 percent in fiscal 2028.