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07.05.26 - 01:06
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Intel targets entry-level advanced packaging, draws interest from Google and Amazon (Digitimes)
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Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays in 10nm and setbacks at the 7nm node, leading to the loss of Apple's chip orders. This view assumes that semiconductor manufacturing advantage is determined primarily by transistor density, particularly in the system-on-chip era....
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06.05.26 - 21:54
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Load Up on Nuclear Before the Data Center Energy Race Accelerates (24/7 Wall St.)
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Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates...
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06.05.26 - 20:09
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"Data Centers Require Reliable And Predictable Energy": Riot Partners With Terrestrial Energy (ZeroHedge)
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"Data Centers Require Reliable And Predictable Energy": Riot Partners With Terrestrial Energy
Riot platforms announced a collaboration with Terrestrial Energy to pair future data centers with co-located nuclear reactors. The two companies are evaluating deploying Terrestrial's Integral Molten Salt Reactor (IMSR) plants to existing Riot facilities in Texas and Kentucky, as well as multiple other potential sites.
The headline comes on the same morning as reactor development peer NANO Nuclear announced a strategic MOU with Supermicro…
NANO Nuclear Soars On Strategic MOU With Supermicro For Powering AI Data Centers https://t.co/8evwYdhjZC
— zerohedge (@zerohedge) May 6, 2026
Following deals that have been announced recently from hyperscalers like Meta, Amazon, Google, and Microsoft, data center developers are now being more vocal than ever about their needs for reliable energy.
“Our data centers require reliable and predictable energy at the scale demanded by today's hyperscale...
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06.05.26 - 18:54
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Börsenradio Schlussbericht, Mi., 06.05.26: DAX springt fast auf 25.000 Punkte - Ölpreis fällt, KI-Werte steigen. AMD +16 % (BRN)
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Der DAX steigt kräftig um 2,12 % auf 24.918,69 Punkte und kratzt wieder an der Marke von 25.000 Punkten. Anleger setzen auf Entspannung im Iran-Konflikt, fallende Ölpreise und weiter starke KI-Fantasie. Der MDAX gewinnt 2,08 % auf 31.779,41 Punkte, der EuroStoxx 50 legt um 2,7 % zu. Bei den Firmenmeldungen stehen heute BMW, Daimler Truck, Infineon, Lufthansa, Alphabet, Hensoldt, Kraft Heinz, Novo Nordisk, Bayer, AMD, CureVac/BioNTech und GameStop im Mittelpunkt. BMW leidet unter Zöllen, Daimler Truck unter der US-Schwäche. Infineon hebt die Jahresziele an, Hensoldt meldet Rekordaufträge. Alphabet profitiert von einem möglichen 200-Mrd.-USD-Deal mit Anthropic, AMD bleibt vom KI-Boom getrieben. Und zum Schluss noch eine Börsenweisheit von Jesse Livermore: "Die Märkte liegen niemals falsch, Meinungen dagegen oft."...
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