Governments around the world are seeking to speed up data centers’ connections to local power grids, to curb a growing reliance on on-site natural gas plants that threatens to increase emissions from the AI boom, according to BloombergNEF
Goldman adds third rate hike to forecast
"The October CPI report surprised meaningfully to the upside across several categories and marked a third month of worse inflation news. We continue to expect a second 25bp rate hike in December and are adding a third 25bp hike to our forecast in March 2027. A third hike could come earlier in January, but we think March is a bit more likely because we expect the November and December inflation reports to be softer but then expect larger start-of-the-year price increases amidst ongoing cost pressures to boost inflation in January"
Gold maintained losses after a high US inflation print and hawkish remarks from Federal Reserve officials reinforced bets for an interest rate hike in December
Google's new TPU 8i Max uses $ARM based Axion CPUs to prepare data and manage AI workloads, joining TPU 8t and 8i.
That means 3 of Google's 4 next-gen TPU systems now use Arm host CPUs, versus x86 hosts previously.
The fourth, TPU 8tx, uses $AMD EPYC CPUs.