AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth

HPE unveils new AI factory solutions built with NVIDIA

HPE drives AI innovation with modular AI factory solutions powered by NVIDIA Blackwell, fueled by HPE Alletra Storage MP, and optimized to deploy and scale across enterprises, service providers, sovereign entities, and model builders.

AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth

Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.

Vertiv unveils AI-ready cooling, power design for Nvidia

Vertiv, a global provider of critical digital infrastructure and services, has introduced a new energy-efficient cooling and power reference architecture designed for Nvidia’s GB300 NVL72 platform. The announcement is a key step in enabling data centers to meet the growing demands of artificial intelligence (AI) workloads. The reference architecture supports up to 142kW per rack […] The post Vertiv unveils AI-ready cooling, power design for Nvid…