45k user reviews & 1 million votes, over 29k web hosting brands & 85k plans since 2004!
Menu
WHTop → 📋 News → NVIDIA CEO Rejects AI Bubble, Predicts Enduring Demand
Nov, 2025 : NVIDIA CEO Rejects AI Bubble, Predicts Enduring Demand
📅 - NVIDIA CEO Jensen Huang pushed back firmly against mounting speculation that the global surge in data center spending signals the emergence of an AI bubble, telling investors on the company's latest earnings call that the fundamentals driving demand are not only real but accelerating.
His comments come amid unprecedented investment in GPU-powered infrastructure, which has fueled NVIDIA's valuation to roughly $4.5 trillion and elevated its hardware to the center of virtually every major AI deployment worldwide.
Some market watchers have questioned whether hyperscalers, AI labs, and enterprises are overshooting long-term demand by building massive GPU clusters at breakneck speed.
Jensen [...][... Check source for end of article ...]
📅 - AMD, Cisco, HUMAIN Launch Saudi Arabian AI Infrastructure Venture - AMD, Cisco and HUMAIN, a Saudi Arabian Public Investment Fund–backed (PIF) AI infrastructure company, have unveiled plans to form a joint venture that aims to accelerate Saudi Arabia's emergence as a global hub for large-scale artificial intelligence computing.
The initiative, announced today, positions the three companies as founding investors in a new entity expected to begin operations in 2026, with the ambition to deploy up to 1 GW of AI infrastructure across the Kingdom by 2030.
The joint venture plans to integrate HUMAIN's modern data center footprint with AMD's high-performance computing technology and Cisco's critical networking infrastructure. AMD and Cisco will serve as [...]
📅 - Xen 4.21 Expands Performance, Security for Cloud and Automotive - The Xen Project has released Xen 4.21, marking one of the hypervisor's most substantial modernization steps in recent years as it expands its role across cloud, data center, automotive, and emerging embedded workloads. The new release updates core toolchains, improves x86 performance efficiency, strengthens security on Arm-based platforms, and introduces early RISC-V enablement for future architectures.
Hosted by the Linux Foundation, the open-source virtualization platform continues to evolve beyond its roots as a cloud hypervisor, aiming to serve as a unified foundation for compute environments ranging from hyperscale servers to safety-critical vehicle systems.
For cloud providers, [...]
📅 - Palo Alto to Buy Chronosphere for $3.35B to Boost AI Observability - Palo Alto Networks is making one of its most aggressive moves yet in the race to build infrastructure for AI-driven enterprises. The cybersecurity giant announced a definitive agreement to acquire Chronosphere, a fast-growing observability platform engineered to handle the scale, latency, and resilience requirements of modern cloud and AI workloads.
The $3.35 billion acquisition signals Palo Alto Networks' intention to unify telemetry, AI automation, and security into a single data platform capable of supporting the next wave of hyperscale applications.
At the center of this deal is an industrywide shift: AI data centers and cloud-native environments now depend on uninterrupted uptime, [...]
📅 - Digital Realty Adds Sustainable, AI-Ready Facility in Amsterdam - Digital Realty has expanded its presence in the Netherlands with the launch of AMS11, a new AI-optimized and sustainability-focused data center in Amsterdam. The opening adds significant capacity to the company's global PlatformDIGITAL footprint and comes at a time when the Amsterdam region - one of Europe's key digital gateways - continues to balance strong demand for data center growth with local regulatory constraints.
"This opening underscores our commitment to delivering scalable, sustainable, and connected data center capacity in key markets," said Paula Cogan, Managing Director for EMEA at Digital Realty.AMS11 brings approximately 27 MW of IT load across 12,000 square meters of [...]
📅 - Options Technology Chooses atNorth for Private Cloud Expansion - Capital markets infrastructure supplier Options Technology has partnered with atNorth, the Nordic high-density colocation and built-to-suit datacenter provider, to house its enlarged private AI solution at atNorth's ICE02 data center in Iceland.
The fast adoption of AI for trading techniques, risk management, and data analytics has led to a rise in the need for high-density computing capacity from financial institutions, including hedge funds, investment banks, and proprietary trading firms. This has resulted in the expansion of options infrastructure.
The company wants to fill a void in the market for private cloud infrastructure that is especially designed to meet the needs of the [...]
📅 - Supermicro Unveils Air-Cooled Server for Advanced AI Workloads - Supermicro has introduced a new air-cooled 10U AI server built around AMD's Instinct MI355X GPUs, targeting organizations that want high-performance AI acceleration without transitioning to liquid-cooling infrastructure. The new Supermicro AI server, unveiled at the Supercomputing Conference in St. Louis is now shipping.
The launch would reflect intensifying competition among OEMs aiming to meet surging demand for AI-optimized hardware from cloud providers and enterprise buyers.
Supermicro says the new server delivers up to 35 times higher inferencing performance and up to four times the AI compute throughput compared with its previous generation. Key upgrades include 288 GB of HBM3e [...]
📅 -