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<title>Chassis, rails, rack enclosures</title>
<link>https://gridtochip.site/parts/servers-racks-and-integration/chassis-rails-rack-enclosures</link>
<description>News and posts about Chassis, rails, rack enclosures on GridToChip</description>
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<title>Analysis: Nvidia's DSX POD reshapes AI factory supply chains</title>
<link>https://www.digitimes.com/news/a20261023PD217/nvidia-ai-server-equipment-cooling.html</link>
<pubDate>Fri, 23 Oct 2026 03:02:26 GMT</pubDate>
<description>Nvidia introduced its DSX POD reference design for AI data centers, which involves integrating and validating equipment within containerized modules for on-site deployment. (DigiTimes)</description>
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<title>Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days</title>
<link>https://www.digitimes.com/news/a20261022PD232/nvidia-data-center-gtc-berlin-production.html</link>
<pubDate>Thu, 22 Oct 2026 03:53:05 GMT</pubDate>
<description>Nvidia presented its DSX POD, a modular, factory-built computing container designed to accelerate data center deployment across Europe by treating AI production as an industrial process. (DigiTimes)</description>
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<title>Amazon spends US$220B on AI as power delays squeeze cash flow</title>
<link>https://www.digitimes.com/news/a20261022PD211/amazon-cash-flow-infrastructure-equipment-2026.html</link>
<pubDate>Thu, 22 Oct 2026 03:28:53 GMT</pubDate>
<description>Amazon's planned $220B AI CAPEX for 2026 is hampered by power and construction delays, causing hardware like server racks to stockpile in warehouses. (DigiTimes)</description>
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<title>Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts</title>
<link>https://www.digitimes.com/news/a20261021VL204/supermicro-demand-sales-revenue-gross-margin.html</link>
<pubDate>Wed, 21 Oct 2026 01:51:57 GMT</pubDate>
<description>Supermicro updated its sales forecasts upwards due to stronger demand for its AI platforms and a favorable product mix. (DigiTimes)</description>
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<title>AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth</title>
<link>https://www.digitimes.com/news/a20261014VL219/taiwan-revenue-connector-aic-growth.html</link>
<pubDate>Thu, 15 Oct 2026 08:20:00 GMT</pubDate>
<description>Taiwanese server chassis and connector suppliers, including AIC and Chenbro, reported strong year-over-year revenue growth for the September period. (DigiTimes)</description>
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<title>OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate</title>
<link>https://www.digitimes.com/news/a20261015VL210/idc-infrastructure-forecast-equipment-worldwide.html</link>
<pubDate>Thu, 15 Oct 2026 03:14:59 GMT</pubDate>
<description>IDC forecasts that global spending on Open Compute Project (OCP) recognized IT infrastructure equipment will reach approximately $800 billion by 2029. (DigiTimes)</description>
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<title>Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose</title>
<link>https://www.digitimes.com/news/a20261012PD220/hardware-data-center-data-liquid-cooling-infrastructure.html</link>
<pubDate>Mon, 12 Oct 2026 03:17:44 GMT</pubDate>
<description>Taiwanese manufacturers are scheduled to present various AI data center hardware components, including rack systems, cooling solutions, and power equipment, at the upcoming OCP Summit in San Jose. (DigiTimes)</description>
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<title>India nears 2GW of data center capacity, but its racks were built for a pre-AI power load</title>
<link>https://www.digitimes.com/news/a20261007VL206/data-center-capacity-asia-pacific-2026-hardware.html</link>
<pubDate>Wed, 07 Oct 2026 01:57:21 GMT</pubDate>
<description>India is approaching 2GW of data center capacity, though current rack infrastructure was designed for lower power densities prior to the AI boom. (DigiTimes)</description>
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<title>Part of the day: Chassis, rails, rack enclosures</title>
<link>https://gridtochip.site/blog/potd-2026-09-30-chassis-rails-rack-enclosures</link>
<pubDate>Wed, 30 Sep 2026 00:00:00 GMT</pubDate>
<description>Part of the day: Chassis, rails, rack enclosures — what it does, why AI changes demand for it, and who makes it.</description>
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<title>Supermicro Now Shipping NVIDIA Vera Rubin NVL72 Racks</title>
<link>https://www.hpcwire.com/off-the-wire/supermicro-now-shipping-nvidia-vera-rubin-nvl72-racks</link>
<pubDate>Wed, 23 Sep 2026 16:49:05 GMT</pubDate>
<description>Super Micro is now distributing NVL72 racks featuring NVIDIA Vera Rubin, integrated with the company’s liquid cooling systems. (HPCwire)</description>
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<title>NVIDIA Announces DSX Ready Qualification Program for Data Center Power and Cooling Hardware</title>
<link>https://www.servethehome.com/nvidia-announces-dsx-ready-qualification-program-for-data-center-power-and-cooling-hardware</link>
<pubDate>Tue, 22 Sep 2026 15:00:58 GMT</pubDate>
<description>NVIDIA launched the DSX Ready program, a qualification standard for data center power and cooling hardware used in AI data center construction. (ServeTheHome)</description>
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<title>AirJoule Acquires BitSink to Expand into AI and HPC Data Center Infrastructure</title>
<link>https://www.hpcwire.com/off-the-wire/airjoule-acquires-bitsink-to-expand-into-ai-and-hpc-data-center-infrastructure</link>
<pubDate>Mon, 14 Sep 2026 20:00:35 GMT</pubDate>
<description>AirJoule Technologies acquired BitSink to expand its offerings in cooling, electrical distribution, and racking infrastructure for AI and HPC data centers. (HPCwire)</description>
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<title>AI server exports to US slow; electronics parts jump 1.5 times in August</title>
<link>https://www.digitimes.com/news/a20260910PD202/exports-taiwan-electronics-2025-ai-server.html</link>
<pubDate>Sun, 13 Sep 2026 00:23:08 GMT</pubDate>
<description>Taiwan reported that electronic parts exports reached a record high of $32.22 billion in August 2026, with integrated circuits and printed circuit boards seeing significant growth. (DigiTimes)</description>
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<title>Analysis: Speed built Colossus, yet redundancy may decide whether SpaceX can scale it</title>
<link>https://www.digitimes.com/news/a20260911VL217/infrastructure-spacex-xai-cooling-capacity.html</link>
<pubDate>Sat, 12 Sep 2026 01:26:42 GMT</pubDate>
<description>The AI infrastructure market emphasizes raw compute power and rapid construction timeline in determining industry dominance. (DigiTimes)</description>
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<title>AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating</title>
<link>https://www.digitimes.com/news/a20260911VL207/supply-chain-ai-server-taiwan-revenue-growth.html</link>
<pubDate>Fri, 11 Sep 2026 02:55:21 GMT</pubDate>
<description>Taiwanese suppliers of rack-scale components, including rail kits, thermal solutions, and power supplies, booked significant revenue increases in August, indicating accelerating AI buildout. (DigiTimes)</description>
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<title>LG's robot actuator push turns appliance know-how into a physical AI supply-chain bet</title>
<link>https://www.digitimes.com/news/a20260907VL219/robot-lg-commercial-cost-robotics.html</link>
<pubDate>Tue, 08 Sep 2026 08:30:26 GMT</pubDate>
<description>LG is investing in components critical to humanoid robots, making the supply chain a focus beyond just the finished product. (DigiTimes)</description>
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<title>Advantech to open North America HQ and expand US manufacturing</title>
<link>https://www.digitimes.com/news/a20260908PD203/advantech-north-america-manufacturing-growth-revenue.html</link>
<pubDate>Tue, 08 Sep 2026 05:35:00 GMT</pubDate>
<description>Advantech is expanding its North American presence with a new HQ and localized manufacturing to better support rising AI demand in the US. (DigiTimes)</description>
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<title>Silicon Valley goes physical: how San Jose is building an energy-rich, tariff-mitigated capital for physical AI</title>
<link>https://www.digitimes.com/news/a20260906VL201/silicon-valley-software-hardware-robotics-california.html</link>
<pubDate>Mon, 07 Sep 2026 09:04:22 GMT</pubDate>
<description>The physical requirements of AI are shifting Silicon Valley's tech center of gravity back toward heavy industrial hardware, demanding massive infrastructure for compute and cooling. (DigiTimes)</description>
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<title>Sponsored: Planning power and cooling for high-density AI</title>
<link>https://www.datacenterdynamics.com/en/marketwatch/planning-power-and-cooling-for-high-density-ai</link>
<pubDate>Sat, 05 Sep 2026 07:00:00 GMT</pubDate>
<description>Experts suggest that due to increasing rack densities and accelerated hardware roadmaps, electrical and thermal infrastructure planning must be executed concurrently. (Data Center Dynamics)</description>
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<title>Eight parts of an AI data center have no US-listed supplier at all</title>
<link>https://gridtochip.site/blog/parts-with-no-us-listed-supplier</link>
<pubDate>Fri, 04 Sep 2026 00:00:00 GMT</pubDate>
<description>163 parts here have three or more listed suppliers. On eight, not one trades in the US — and six sit either directly under the GPU or directly around it.</description>
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<title>Macronix boosts sustainability spending to NT$780 million</title>
<link>https://www.digitimes.com/news/a20260902PD200/2025-macronix-international-water-2024-fab.html</link>
<pubDate>Wed, 02 Sep 2026 23:28:44 GMT</pubDate>
<description>Macronix reported that it achieved significant reductions in greenhouse gas emissions and committed to investing NT$780 million in sustainability initiatives for 2025. (DigiTimes)</description>
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<title>Fractal Define One case review: Balancing noise and thermals</title>
<link>https://www.tomshardware.com/pc-components/pc-cases/fractal-define-one-case-review</link>
<pubDate>Wed, 02 Sep 2026 13:05:00 GMT</pubDate>
<description>Fractal's Define One case review analyzes the trade-offs between acoustic noise and thermal management in data center rack enclosures. (Tom's Hardware)</description>
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<title>Repon to ship Vera Rubin rails in August, ramp ASIC in September</title>
<link>https://www.digitimes.com/news/a20260828PD225/rubin-asic-vr-shipping-production.html</link>
<pubDate>Sun, 30 Aug 2026 23:23:16 GMT</pubDate>
<description>Repon began shipping Nvidia's Vera Rubin rack products in August 2026 and plans to ramp ASIC server rack rails in September, boosting expected second-half performance. (DigiTimes)</description>
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