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Recent
Markets
Data Center
SpaceX's Orbital Solar Push Has Elon Musk Thinking Bigger Than Ever— He Says The '10X' Trend Will Last For Years
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
Analog Devices Reportedly In Talks To Buy AI Chip Firm Empower Semiconductor For $1.5 Billion
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
Analog Devices Reportedly In Talks To Buy AI Chip Firm Empower Semiconductor For $1.5 Billion
Equinix, Digital Realty REITs In Focus As AI Frenzy Drives $50 Billion Data Center Construction Surge
AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026
Equinix, Digital Realty REITs In Focus As AI Frenzy Drives $50 Billion Data Center Construction Surge
AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026
Why Arista Networks Stock Is Trading Lower After Q1 Financial Results
Forget Space Data Centers, This Peter Thiel-Backed Start Up Raised Millions To Fuel Ocean-Powered Compute System
Read More...
Data Center Recent News
Kevin O'Leary's $115 Billion AI Bet Has More Than One Problem
Kevin O'Leary bets big on AI infrastructure as massive power demands, NIMBY pushback, and hardware shortages collide across North America.
AMD Q1 Preview: Biggest Stock Boom In 25 Years Faces Earnings Test — Here's What To Expect
AMD stock has soared in recent months. Can the rally hold with Q1 earnings? Here's a look at the analyst estimates and key items to watch.
JP Morgan Forecasts 'Eye-Popping' $200 Billion AI Spending Surge For Top US Cloud Service Providers Like Amazon, Microsoft, Alphabet
JP Morgan predicts an 'eye-popping' $200B AI spending surge in 2026 for top US cloud service providers Amazon, Microsoft, and Alphabet.
Will Elon Musk's SpaceX Pay Package Hinge On Mars Colonization And Orbital Data Centers?
SpaceX ties Elon Musk's pay to Mars colonization and orbital data centers, linking rewards to bold space goals.
Bloom Energy Stock Jumps After The Bell: Here's Why
Bloom Energy shares are rising in after hours Monday after Oracle announced it will use Bloom Energy fuel cells for Project Jupiter.
Meta Teams Up With Overview Energy To Harness 'First-of-Its-Kind' Space Solar Power For Its Data Centers
Meta partners with Overview Energy to bring space-based solar power to data centers, targeting orbital demo by 2028 and delivery by 2030.
Anthropic Targets EU Data Center Market With A Six-Figure Recruitment Drive: Report
Anthropic is hiring in Europe to secure data center deals and expand AI infrastructure across key global hubs.
AI Power Boom Is 'Accelerating' As Goldman Sachs Forecasts Data Center's Demand To Surge 220% By 2030 (CORRECTED)
Goldman Sachs forecasts global data center power demand will surge 220% by 2030. Discover how the accelerating AI boom impacts energy grids.
Supermicro Stock Rallies As 'Ready-To-Ship' AI Servers Aim To Slash Lead Times
Super Micro Computer (SMCI) shares rally more than 7% after launching its Gold Series "ready-to-ship" servers. Discover how 3-day deployment is helping SMCI lead the AI infrastructure race.
Amazon AI Capex Concerns 'Overdone,' Says Analyst—Urges Focus On These Two Metrics To Unlock 50% Upside
Amazon's AI capex backed by strong cloud demand and backlog growth, says analyst, urges focus on backlog-to-capex and revenue per employee.
Nvidia-Backed Firmus Raises $505 Million As AI Data Center Boom Accelerates
Backed by Nvidia, Firmus raised $505 million at a $5.5 billion valuation as it accelerates expansion of AI-focused data centers.
Amazon, Meta CapEx Drives Record $45 Billion Data Center Construction Boom, Overtaking Office Build With 29% Jump
Driven by Amazon and Meta's AI CapEx, US data center construction hits a record $45.1B, officially overtaking traditional office builds.
Nvidia CEO Jensen Huang Explains Why AI Data Centers In Space Are Harder Than They Sound: 'It'll Take Years. It's OK. I Got Plenty Of Time'
Nvidia CEO Jensen Huang says AI data centers in space hold long-term potential, with the company already running AI workloads on satellites, but major challenges like cooling, launch costs, and current economics mean widespread orbital data centers are still years away.
Super Micro Stock Targets Recovery As New AI Systems Tackle Data Center Bottlenecks
Super Micro shares are in focus as the company launches all-in-one AI platforms. Discover why analysts see a "value" opportunity at $31 and what to expect from the massive $12 billion revenue goal in May.
Jet AI Fires Up $5M Buyback in Data Center Push — Stock Soars
Jet AI stock lit up the tape after unveiling a $5 million share repurchase plan.
Oracle Surges: Q3 Results A 'Step In The Right Direction For Both Today And Tomorrow'
Oracle analysts see the company's increased guidance without increased capex a highlight from Q3 results.
Jensen Huang Thinks Orbital Datacenters Have Poor Economics Right Now, Says Cooling Is The Bottleneck
Nvidia CEO Jensen Huang shares views on orbital datacenters during Q4 earnings call, highlighting economic challenges with the endeavor.
Nvidia's Record Revenue, Data Center Demand Serves As Backdrop For Rally In AI-Based Crypto Tokens
Artificial intelligence-related cryptocurrencies were rallying late Wednesday amid AI darling Nvidia Corp.’s (NASDAQ:NVDA) record quarterly revenue and data center demand.
Nvidia Q4 Highlights: Record Revenue, Data Center Demand - 'Customers Are Racing To Invest In AI Compute'
Nvidia reported Q4 earnings Wednesday. Here are the key figures and a look at guidance. Will the results be enough to boost the stock and overall market?
Bloom Energy Stock Soars On Q4 Results, Guidance: Here's What Investors Need To Know
Bloom Energy stock (BE stock) is trading higher Thursday after market close. Here's why.
AMD Q4 Earnings Preview: Analyst Says CPU Demand Could Help As Company Shapes 'AI Strategy'
AMD stock is up over 100% in the last 52 weeks. Could another earnings beat send shares higher this week?
KKR Boosts Data Center Portfolio With $1.5 Billion Global Technical Realty Stake
KKR invests $1.5 billion in Global Technical Realty, joined by Oak Hill Capital, to expand AI-ready, high-density data centers across Europe.
Marvell Stock Slides After Q3 Earnings, Acquires Celestial AI
Here's a look at the details in the Q3 earnings report from Marvell Technology.
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