US Data Center News & Briefings
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Intel

Data center news, project activity, and monthly briefings for Intel.

Recent news

  • Community Colleges Rush to Expand Semiconductor Training as Chips Labor Shortage Looms

    The Associated Press reports that community colleges are expanding short-term semiconductor training programs to address a looming U.S. labor shortage in chip manufacturing.

    • Rio Salado College in Tempe, Arizona opened a free 12-week semiconductor program this fall after consulting with TSMC and Intel; students receive virtual-reality instruction and about 20 hours of hands-on training in Arizona State University clean-room labs.
    • The article says federal agencies and chipmakers, including the National Science Foundation, TSMC, Samsung, and SK Hynix, are supporting these efforts; SEMI says the U.S. industry could face a shortage of up to 157,000 full-time workers by 2030, while TSMC’s $265 billion northern Phoenix project is cited as part of the broader hiring push.
  • IBM, Quantinuum and Intel signal a new phase in the quantum computing race

    IBM, AMD, and the DOE-funded Quantum Science Center at Oak Ridge National Laboratory have announced a new research platform pairing IBM’s 120-qubit Nighthawk quantum computer with Oak Ridge’s Umbra classical HPC cluster to study quantum error correction.

    • The platform places Oak Ridge’s Umbra next to IBM’s Nighthawk at IBM’s Poughkeepsie computing center and links them by Ethernet; Umbra uses AMD Instinct GPUs and EPYC CPUs.
    • IBM says the machine has 120 programmable qubits out of 458 physical qubits total, and it is described as a research platform rather than a commercial product.

    Quantinuum has also announced a roadmap for its Nexus development platform, targeting fault tolerance becoming invisible by 2029.

    • Nexus launched in 2024, now supports more than 200 organizations, and is designed to work with Quantinuum’s Apollo fault-tolerant quantum computer planned for 2029 as well as its current Helios system.
    • Intel separately announced it would buy quantum computing software company Classiq; the deal was reported at $1.9 billion to $2.3 billion, which would make it the largest quantum-related acquisition to date.
  • Broadcom expands VMware Cloud Foundation with AI, security, and recovery capabilities

    Broadcom has announced an expansion of its VMware Cloud Foundation (VCF) portfolio with new AI infrastructure, security, and disaster recovery capabilities, alongside a new virtualization product for small IT environments.

    • The company introduced VMware vSphere Express, built on vSphere 9, for environments of up to 128 cores; it includes vMotion, high availability, distributed switching, rapid patching, and TPM security, and is available immediately.
    • Broadcom also outlined planned additions for first fiscal quarter of 2027, including AI Infrastructure Quickstart, vSAN native S3-compatible object storage, Site Recovery Manager capabilities, policy-based connectivity, and infrastructure configuration compliance management; VMware HyperArmor availability is also planned for that quarter.
  • Edge AI May Give Telecoms a Seat at the Table

    Data Center Knowledge published analysis arguing that telecom operators could play a larger role in edge AI infrastructure as generative AI shifts workloads toward distributed deployments.

    • The article says Nvidia’s edge AI efforts intersect with telecoms through projects and partnerships involving AT&T, Charter Communications, Cisco, Nokia, SoftBank, Telefónica, and T-Mobile, and discusses AI-RAN and physical AI use cases.
    • It cites TIA’s work on ANSI/TIA-942 and says TIA released the first draft of its DCE 9000 quality management standard on Oct. 14, 2026; it also references IDC’s collaboration with the European Commission on The Edge Observatory for the Digital Decade.
    • This is primarily an analysis/opinion piece, not a new company announcement; it summarizes industry views, standards work, and prior partnerships rather than unveiling a single new project.
  • Bengaluru Tech Summit 2026: What’s In Store For Startups At Asia’s Largest Tech Event

    Bengaluru Tech Summit 2026 has been announced by the Karnataka government as the 29th edition of the event, to be held from November 17-19 at the Bangalore International Exhibition Centre under the theme “AI & Beyond”.

    • The summit will feature 60K+ business visitors, 25K+ delegates, 1,800+ exhibitors, 700+ speakers, and participation from 75+ countries across 120+ sessions.
    • The programme includes 18 thematic tracks spanning IT and deeptech, frontier technologies, electronics and semiconductors, electric mobility, health and biotech, data centres, cybersecurity, GCCs, fintech, and the orange economy; it will also host the Startup Pavilion with 1,000+ startups from 100 cities, an Investor Connect Programme, and the Future Makers Conclave.
  • HPE’s Gen13 Signals Enterprise AI Shift to CPU-GPU Balance

    HPE has announced its first batch of next-generation AMD-powered ProLiant Gen13 servers designed for enterprise AI inference, agentic AI, and traditional enterprise workloads.

    • Four new servers were unveiled: the ProLiant DL585a Gen13, ProLiant DL525, ProLiant XD245, and ProLiant XD285, all powered by AMD’s sixth-generation Epyc 9006 SP7-series CPUs (code-named Venice).
    • The DL585a Gen13 supports up to eight GPUs and is slated for March 2027 availability; the DL525 is expected in November 2026; the XD245 and XD285 are expected in 2027. HPE also highlighted new iLO 8 security features, self-encrypting drives, post-quantum cryptography readiness, and near-real-time power capacity insights in HPE Compute Ops Management.
  • If Apple returns to enterprise server game (with help from Nvidia), what market could it target?

    Apple is reportedly considering a return to the enterprise server market with an AI-focused system, according to a mid-September report cited by Network World.

    • The preliminary project would use future M8-series processors and could launch around 2029; it may be changed or canceled.
    • Apple is also considering Nvidia NVLink Fusion to connect custom processors to Nvidia data center infrastructure, while analysts expect Apple may limit any servers to its own Private Cloud Compute needs.
  • California joins US states clamping down on data center gold rush

    California has announced new data center laws through Governor Gavin Newsom, tightening reporting, cost-sharing, and infrastructure requirements for operators.

    • Newsom signed seven bills on Monday; they require energy and water use disclosures, fair payment for electricity grid upgrades, compliance with California energy procurement requirements, and disclosure of water use, supply, efficiency, and drought planning.
    • The laws also bar blanket environmental exemptions and require projects to prove compliance with state energy, water, and fuel consumption standards before approval; the article also cites broader US opposition, including 45 projects worth $68 billion delayed or blocked in Q2, and 321 moratoriums and restrictions tracked across 32 states.
    • This is a news analysis piece summarizing a new state-level announcement and wider regulatory backlash, not a transcript or opinion essay; it also references related actions in Virginia and New York and examples of efficiency technologies such as Furiosa AI, Intel Xeon, and Nvidia hardware.
  • Communities are blocking data centers before they’re even proposed

    The article analyzes growing community and regulatory backlash against data center development in the US, while highlighting new state-level restrictions and advice for enterprise planning.

    • Data Center Watch says nearly four dozen projects worth an estimated $68 billion were blocked or delayed in the US over a three-month period, with 843 opposition groups identified and 49 states scrutinizing development.
    • California Governor Gavin Newsom signed seven bills on Monday covering data center costs, disclosures, and infrastructure; Virginia has a Data Center Accountability Framework, and New York has a temporary moratorium on hyperscale data centers.
    • The piece also cites broader industry commentary from Info-Tech Research Group and Moor Insights & Strategy on power, cooling, water, grid constraints, and the need for radical optimization and earlier planning.
  • Odisha Plans To Set Up A ‘Silicon Valley’ To Woo Semiconductor Companies

    Odisha has announced plans for an 870-acre ‘Odisha Silicon Valley’ between Cuttack and Bhubaneswar and said it is in discussions with international semiconductor companies on potential semiconductor, AI, and data centre projects.

    • The state has begun construction on two centrally approved projects: Sicsem Pvt Ltd’s silicon carbide fab and integrated packaging facility, and 3D Glass Solutions’ glass-substrate packaging facility; it is also pursuing Phase 2 of Sicsem for a silicon carbide epitaxy and packaging facility.
    • Odisha has approved five additional semiconductor projects worth ₹11,000 Cr, and an Intel–3D Glass Solutions MOU reportedly targets $3.3 Bn (₹30,550 Cr) of investment and over 1,800 direct jobs; the state also plans ₹125 Cr toward a ₹452 Cr hub with IIT Bhubaneswar and the National Research Foundation, and offers up to 25% capex support under the India Semiconductor Mission.
  • Nvidia, MediaTek Bring Custom Chips to AI Racks

    Nvidia has announced that it is opening its rack-scale AI infrastructure and NVLink Fusion technology to custom accelerators from hyperscalers and other AI developers, and it has expanded its partnership with MediaTek to support pre-validated custom XPU designs.

    • The platform lets customers design custom XPUs on a pre-validated NVLink Fusion foundation and integrate them into Nvidia-connected AI factory infrastructure built around the MGX ecosystem.
    • Nvidia also invested $3.5 billion in convertible bonds issued by MediaTek; the companies did not name any customers or announce specific data center deployments.
    • The broader context is Nvidia’s effort to make NVLink interoperable beyond its own processors, while rival approaches include Ethernet and UALink; the MediaTek partnership also extends to local AI computing and automotive systems.
  • Intel unwraps three-pronged architecture strategy to go after agentic AI

    Intel has outlined a broad hardware strategy for agentic AI at Hot Chips 2026, positioning CPUs, GPUs, memory, interconnects and packaging as a combined system approach rather than a GPU-only model.

    • Diamond Rapids is Intel’s next-generation Xeon Scalable 7 CPU for enterprise-scale agentic AI, built on 18A-P with up to 256 CPU cores, 1.28GB last-level cache, 16 memory channels at up to 12,800 MT/s, and 128 lanes of PCIe 6.0 and CXL 3.0.
    • Crescent Island is a low-power, air-cooled data center GPU for inference with 32 Xe3P-based Xe cores, 256 XMX engines, up to 480GB LPDDR5X, and a 350W TDP; Wildcat Lake targets Core Series 3 processors with 18A, integrated Xe3 graphics, XMX AI acceleration, and an NPU up to 17 TOPS.
  • Reports: Google partnering with AMD for next-gen hybrid TPU

    Google is reportedly working with AMD on the design of a next-generation TPU for AI and conventional computing workloads.

    • The reported hybrid accelerator could integrate CPU cores directly into the TPU package, with a focus on reinforcement learning and agentic AI workloads.
    • The article says Google already uses TPUs alongside standard x86 CPUs in servers, while AMD recently announced a partnership with Cerebras to combine processors for AI inference.
    • This is a report about a rumored/industry-reported design effort, not a first-party Google or AMD announcement.
    • Analyst Jon Peddie said the idea “makes good sense” because AMD has experience with custom APUs and Google “needs diversity.”
  • Data Center Hardware Highlights: August 2026

    Data Center Knowledge has highlighted a shift in AI hardware coverage from GPUs toward infrastructure-first constraints across energy, minerals, grid access, and networking.

    • The roundup says AI buildouts are increasingly limited by power, copper, grid interconnects, transformers, turbines, and permitting, while rack-scale integration and the network supercycle are becoming more important.
    • The article also references several reported developments, including Nvidia’s $500B infrastructure bet, TSMC’s $265B Arizona campus expansion, and AMD’s Helios rack-scale AI system; it is commentary and synthesis rather than a single first-time corporate announcement.

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