Armada and Johnson Controls start Leviathan production at Dublin factory
The companies say their Dublin plant, Galleon Forge Two, has entered continuous production and finished its first Leviathan modular data centre, bound for Fossefall in Norway.
Supply chain
Who makes and supplies what data centres run on: chips, servers, networking, factories, materials and large purchase commitments.
Munters, Lordan to make cooling coils in Texas; Munters to expand Italian chiller plant
Munters says a Lordan-run plant near Selma, Texas will make coils for its CRAHs and fan walls, and its Italian chiller site will add lines, R&D and testing.
Meta signs multi-year cement and steel certificate deals tied to data centre construction
Meta says long-term agreements will buy environmental certificates from lower-carbon cement and steel makers, a recycled-plastic plant and an electric trucking carrier, with priority access to some materials.
Anthropic IPO filing lists $900.9 billion of compute and infrastructure commitments
Anthropic expects to incur about $451.6 billion of the total before 31 December 2030, and describes leased accelerators, a Fluidstack agreement and behind-the-meter power.
Marvell agrees to acquire Lumentum, joining chip and optical technology for AI connectivity
Marvell and Lumentum say they have signed a definitive agreement under which Marvell will buy Lumentum, with closing expected in the first six months of 2028.
NVIDIA, Rebellions, SK Telecom unveil NVLink Fusion tie-up for Korean AI inference systems
NVIDIA says Rebellions will link its R200 chips to NVIDIA's platform for SK Telecom to deploy, with systems expected to be ready for deployment in 2028.
AMD announces general availability of its Zen 6-based 6th Gen EPYC server processors
AMD says its 6th Gen EPYC SP7 server processors, built on Zen 6, are now shipping in server makers' systems, with Azure and OCI instances coming soon.
WESCO says data centres are about $6B of its sales, with $1B+ grid-services awards
In slides for its 10 November investor event, WESCO says data centres were 23% of trailing sales and it won over $1 billion in grid services awards.
HBM for 2027 is already committed; memory allocation now gates accelerator delivery
Samsung: 2027 volume sold out. Micron: "vast majority of calendar 2027 HBM bits" under agreement, at significant price increases. SK hynix: effectively sold out through 2029 counting negotiations.
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Google adds TPU 8tx for secure inference, TPU 8i Max for long context
Google says two new eighth-generation TPU systems sit alongside TPU 8t and 8i: one for confidential inference, one pairing two chips for very large context windows.
AMD says its 5th Gen EPYC chips host Google's confidential TPU 8tx
AMD says 5th Gen EPYC processors run the host side of Google's TPU 8tx, which it calls the first cloud TPU system to offer hardware-enforced confidential computing.