ChipsThe story, in brief
Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout
Orders in Rolls-Royce's data center power business grew 50%+ in H1—a hard number on the compute buildout accelerating.
The KeyNews take
Why it matters
The AI infrastructure buildout is moving beyond GPUs and racks into power and thermal systems. Rolls-Royce's 50%+ growth in data center power orders signals how physical constraints—not just chip scarcity—are bottlenecking AI scaling.
The key facts
3 to knowRolls-Royce data center power orders grew >50% in H1 2026
Company raised full-year guidance on back of defense and AI data center demand
Power and cooling are becoming a critical constraint in the AI factory buildout
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: Orders in the company's data center power business grew more than 50% in the first half of the year.