Compute Infrastructure

Google Turns to Paid Demand Cuts as Virtual Power Plant Makes Room for Data Centres

Google announced a partnership with electricity services provider Voltus to develop a one-gigawatt virtual power plant in the PJM grid region. The logic inverts the usual expansion path: data centres are being built faster than the grid can expand, so the company is funding existing users to cut consumption at peak times, aggregating dispersed demand-side flexibility into a dispatchable resource that buys time in the interconnection queue.

Super Micro Blows Past Estimates With About $4 Billion More Revenue Than Expected, Shares Jump 12%

Super Micro Computer disclosed preliminary results showing it sold roughly 4 billion dollars more than expected last quarter, and guided first-quarter fiscal 2027 net sales to 18.5 to 19.5 billion dollars against a consensus near 15 billion. Adjusted gross margin is expected at 12 to 12.5 percent, above the prior 14.5 to 15.5 billion revenue outlook. Shares jumped about 12 percent, with Dell and Hewlett Packard Enterprise following the rally. The update underlines how sharply AI platform demand is running ahead of supply-side planning.

China's Rural Plains Become New Data Center Skyline as AI Compute Push Reshapes the Inland Economy

BBC reporting shows China’s data center boom is spreading from coastal megacities into rural plains in the north and northwest, tying AI compute expansion to national energy layout and regional rebalancing goals.