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Chips and data centers: all our articles

All 40 Alyriaz articles on the “Chips and data centers” topic: news, analysis and explainers, newest first. To stay up to date, you can get an alert as soon as a new article on this topic is published.

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  1. · Society

    Europe signs off its AI supercomputer in Finland, with chips that aren't Nvidia

    The European Joint Undertaking for High Performance Computing has signed a €387.8 million contract for an AI supercomputer in Finland, equipped with AMD processors. We analyse what this choice means.
  2. · Models

    Nvidia invests $3.5 billion in MediaTek to defend its position

    Nvidia partners with MediaTek in a deal reported at $3.5 billion, as its key customers develop their own silicon. We analyse this defensive strategy.
  3. · Society

    OpenAI publishes the first results from its in-house chip

    OpenAI has published the first results from its in-house inference accelerator, touted as delivering strong speed and efficiency. We analyse what this move reveals about the balance of power in infrastructure.
  4. · Models

    Nvidia is putting into production a chip that does only one thing: respond fast

    Nvidia has announced that its inference accelerator, born from its acquisition of Groq, is entering production. Here’s why a chip specialised in responding rather than training is a significant signal.
  5. · Society

    SpaceX and Nvidia move from words to action: a computing system designed for orbit

    SpaceX and Nvidia are said to have designed a space-grade version of the Vera Rubin NVL72 system, slated for an orbital launch by the end of the year. We look at what this move confirms and what it leaves unresolved.
  6. · Society

    Pennsylvania blocks data centers without local agreement: reality keeps pushing back

    The governor of Pennsylvania has signed an executive order making local approval mandatory for the siting of AI data centres. We analyse what this move reveals about the physical and political limits of the infrastructure race.
  7. · Society

    Anthropic reports its first profit, two years ahead of its own schedule

    Anthropic has announced for the second quarter of 2026 a revenue of $10.9 billion and its first operating profit, two years ahead of its forecasts. We analyse these figures, their caveats, and the infrastructure commitments that accompany them.
  8. · Society

    Data centers protected against drones: AI security goes physical

    Companies are developing anti-drone protection systems for AI data centres. We look at what this emerging market reveals about the new status of these facilities.
  9. · Society

    The memory shortage threatening AI, and which is set to push up the price of your next phone

    The memory demand from AI data centers is putting strain on the entire market, with knock-on effects on consumer electronics prices. We explain the mechanism and its consequences.
  10. · Society

    The sovereignty of computing: the real issue no one names

    Cambricon posts spectacular growth despite US restrictions, NAVER builds sovereign capacity in South Korea. We analyse what the idea of compute sovereignty really covers, and what it implies for Europe.
  11. · Models

    Meta releases a 30-billion-parameter agent that runs on a single graphics card.

    Meta has released a 30-billion-parameter agentic model designed to run on a single graphics card. We explain why this hardware constraint is more interesting than the race for giant models.
  12. · Society

    $15 billion data center project blocked by water supply issue

    A $15 billion data centre project in India is facing local opposition over water and biodiversity concerns. We examine what this deadlock reveals about the physical limits of the AI infrastructure race.
  13. · Explainers

    Training and inference: the two costs of AI that everyone keeps confusing

    There's a lot of talk about the cost of training models, but rarely about the cost of their daily use. We explain the difference between training and inference, why the latter now dominates the AI economy, and what that implies.
  14. · Vision

    Data centers in space: brilliant idea or reckless leap forward?

    Starcloud has run a GPU in orbit, Google is preparing Project Suncatcher for 2027, and SpaceX has filed for a million computing satellites. We're seriously examining the technical and environmental arguments, including the cooling problem no one mentions.
  15. · Explainers

    Why would an AI capable of solving a mathematical conjecture get two numbers wrong when adding them?

    AI models excel at advanced mathematics yet sometimes fail at basic arithmetic. Here's why: they don't calculate—they predict text, and numbers are tokenised in a way that makes arithmetic surprisingly difficult.
  16. · Society

    Nvidia is reportedly considering guaranteeing $250 billion for OpenAI: when the seller finances its client

    According to the Wall Street Journal, Nvidia is reportedly in talks to secure around $250 billion so that OpenAI can lease a 10-gigawatt data center in Ohio. We break down this circular financing mechanism, why it worries analysts, and what it reveals about the AI economy.
  17. · Society

    Meta wants to build its own AI chip: the great escape from Nvidia has begun

    Meta is reportedly planning to begin manufacturing a chip designed for its own AI needs as early as September 2026, aiming to cut costs and reduce its reliance on Nvidia and AMD. This move fits a broader trend: all the tech giants are building their own in-house silicon. We explain why, and what it changes.
  18. · Society

    The real raw material of AI isn't data. It's electricity and silicon.

    Anthropic has just signed a $19 billion data centre lease, Meta is training a model on nearly a million chips. Behind the apparent immateriality of AI lies a very concrete industrial battle for compute, energy and silicon. We break down this race, its stakes, and why it is redrawing the map of technological power.
  19. · Society

    The hidden footprint of AI: how much water and electricity does ChatGPT really consume?

    While everyone talks about models and benchmarks, a question is building pressure in local communities and scientific reports: how much water and electricity does AI really consume? The figures, when looked at without complacency, are dizzying. And the bill is starting to be paid by everyone.
  20. · Society

    The AI War: United States vs China (and Europe?)

    In 2026, the technology race between America and China took an unexpected turn. One is betting on technological lock-in, the other on open-source abundance. And meanwhile, Europe is choosing the law.

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