Dell's quarterly earnings release shows revenue from AI-optimised servers of 16,401 million dollars in the three months to 31 July, up 100 percent on the same quarter a year earlier, and 32,533 million dollars for the six months, up 222 percent. In the same release Dell says it booked a record 60.9 billion dollars in AI server orders and ended the quarter with a record 95 billion dollar backlog. An order book is a promise to buy, not money received. For an ordinary person nothing changes today; this is one supplier's account of how much AI hardware it is selling.
These are small programs that let an AI model run inside a web browser, using the graphics chip in your own computer rather than a server elsewhere. They work only where the browser, the operating system, the graphics chip and its driver all support it.
Geothermal power taps heat from deep underground and runs day and night, unlike solar or wind. Google signed the largest such deal yet, at 396 megawatts. The project is not expected to start producing until 2028, and Google has not yet committed to building the data centre it would serve.
A data centre planned for Selangor may build its own power station rather than wait for the grid. DayOne, based in Singapore, and an arm of Malaysia's state utility signed a memorandum of understanding on 7 August. The 1.5 gigawatts is a ceiling on a study, not a commitment, and the final capacity still needs feasibility work and approval.
South Korea publishes a national trade count every month, and August puts chip exports at $46.65bn, up 209.0 percent on the same month last year. It is a record, and it made semiconductors just under half of everything the country sold abroad. The figure is the government's own, not a company's.