Yazılar

Broadcom Targets 3D Chip Sales

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Broadcom expects to sell at least one million advanced stacked chips by 2027, signaling a major step forward in its AI hardware strategy.

The company’s technology combines multiple silicon layers into a single integrated unit, improving performance and energy efficiency for high-demand computing tasks.

Early engineering samples are already being tested by partners, with broader production planned in the coming years. The design enables greater data flow between components, supporting increasingly complex AI workloads.

Broadcom’s approach also allows flexibility in manufacturing processes, helping customers tailor chip performance to specific needs.

The initiative is expected to open a substantial new revenue stream while strengthening the company’s position in the competitive AI semiconductor landscape.

Equinix Eyes Nordic Expansion

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Equinix and the Canada Pension Plan Investment Board are reportedly nearing an agreement to acquire Nordic data center operator atNorth.

The potential transaction could value the company at around $4 billion, including debt. atNorth operates facilities across several Northern European countries and serves clients in cloud computing, artificial intelligence, and high-performance computing sectors.

The move reflects growing interest from infrastructure investors in data center assets as demand for digital services continues to expand. Pension funds in particular have been increasing their exposure to technology-driven infrastructure.

Equinix has pursued an active growth strategy aimed at strengthening its global presence in key digital markets. The acquisition would support its expansion in regions known for sustainable energy resources and advanced connectivity.

The development underscores ongoing consolidation within the data center industry as firms seek to scale operations to meet rising computing requirements.

Schneider Gains on Data Demand

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Schneider Electric reported stronger-than-expected earnings, supported by rising demand for data center infrastructure.

The company, which provides critical systems such as cooling solutions and power management equipment, has benefited from increased investment in digital infrastructure. Data centers and related networks now account for a significant share of its order intake.

Growth has been driven primarily by demand in North America, with additional momentum emerging across parts of Europe. The expansion of AI-related computing capacity has intensified the need for reliable energy and operational systems.

Quarterly revenue showed solid organic growth, while full-year core earnings exceeded market expectations despite currency headwinds.

Looking ahead, the company outlined moderate growth projections, which analysts viewed as cautious given ongoing demand trends in digital infrastructure.

Leadership changes were also announced, with a new chief financial officer set to assume the role in April.

The results reflect continued momentum in sectors tied to large-scale computing and energy-efficient infrastructure.