Schneider Electric sells AI data centres the finished system, not the parts
Schneider Electric makes the electrical and cooling equipment inside data centres. More and more of what it sells them now arrives as whole units,...
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As AI chip packages grow, Ajinomoto's insulating film grows with them
Ajinomoto, the Japanese company best known for seasoning, makes a thin film that sits between the layers of wiring under nearly all...
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ASML's EUV machines are booked a year or two ahead, like a grid connection
Every factory making the most advanced AI chips needs EUV machines, and ASML, a Dutch company, is the only maker. It expects to ship about 65 of...
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Micron sells AI memory before the year starts, and each bit takes three times the wafer
Micron, one of three companies that make the stacked memory beside AI chips, commits most of each year's supply of it before that year starts. By...
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Nobody makes an Nvidia B200 alone, and the weak links are measured in years
Nvidia's B200, one of the chips behind today's AI boom, is designed in California but built by dozens of companies in at least five countries.
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