
Morgan Stanley reckons Nvidia’s GB200 racks mint money
Rivals left bleeding red ink in AI factory economics
Number crunchers at Morgan Stanley have been adding up some numbers and divided by their shoe size and reached the conclusion that Nvidia’s monster GB200 NVL72 racks are the only kit worth buying if you want to turn an AI factory into a cash cow.

AMD thrashes server market
Record 41 per cent share
Chipzilla’s life just got a lot more miserable after AMD walked off with a record 41 per cent of server revenue in the second quarter of 2025, according to number crunchers from Mercury Research.

Uncle Sam sneaks tracking devices into AI server shipments
Dell, Super Micro gear laced with spy kit as US hunts chip smugglers
The US has been tucking location trackers into shipments of advanced AI chips and servers, hoping to catch them being smuggled into China.

Nvidia straps Blackwell GPUs into more enterprise servers
RTX PRO 6000 Blackwell heads for mainstream 2U systems
Nvidia is stuffing its RTX PRO 6000 Blackwell Server Edition GPUs into the world’s most popular enterprise server designs, claiming it will help companies ditch slow CPU-only boxes for faster, more efficient accelerated computing.

MSI flogs ORv3 servers at OCP EMEA Summit
Wants hyperscale cloud outfits to stuff racks with its kit
MSI is trying to elbow its way deeper into the datacentre game with new ORv3-compliant and multi-node server platforms it dragged along to the 2025 OCP EMEA Summit in Dublin over the last couple of days.

MSI unveils AMD EPYC 9005 series servers
Ready to meet data centre demands
MSI has announced the launch of its latest server boards and platforms powered by AMD EPYC 9005 Series CPUs.

Intel shows off new AI chip for servers
Computex 2024: Expects to match Nvidia and AMD
US chipmaker Intel announced new artificial intelligence chips for data centres as it seeks to challenge rivals Nvidia and AMD.

Lenovo breaks a million euro milestone
Took ten months
Lenovo shipped a million workstations and servers from its first purpose built in-house manufacturing facility in Europe, just over one year after it opened its doors in Budapest, Hungary.

Servers down in Nato countries
No one Russian to identify the perpetrators
The weekend saw two massive internet outages – one was a global hack of VM servers, and the other was a problem with an Italian telco which shut down most of the country.

Ukraine prepares huge data shift
Moving its online government over the borders
The Ukrainian government is preparing for the potential need to move its data and servers abroad if Russia's invading forces push deeper into the country.