Data Centers

4 Micron Analysts Size Up Q1 Earnings: 'An Opportunity To Add'?
Nvidia To Ramp Up Production Of Liquid-Cooled Blackwell GPUs, Redefining AI Data Centers
Former BP Oil CEO Joins AI Data Center Startup Prometheus Hyperscale
Nvidia To Ramp Up Production Of Liquid-Cooled Blackwell GPUs, Redefining AI Data Centers
Former BP Oil CEO Joins AI Data Center Startup Prometheus Hyperscale
Why Bloom Energy Could Reach Revenues Of $1.8B Next Year, Says Bullish Analyst
Goldman Sachs Sees 'Early Stages Of Nuclear Renaissance In US:' Analysts Highlight Top Stock Poised To Benefit From Data Centers' Energy Demand

Data Centers Recent News

This Under-The-Radar Defensive AI Sector Quietly Outperforms All Others, Despite Receiving 'No Love' From Investors
Utilities sector surges in 2024, outpacing tech by 9 percentage points. Defensive stocks lead amid rising volatility and demand for data centers.
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Here's a look at five stocks that saw increased attention from Benzinga readers during the week and the reasons why.
Nvidia CFO Colette Kress Says Chinese Revenue Remains Resilient Despite US Imposed Export Controls: 'Expect The China Market To Be Very Competitive Going Forward'
Despite U.S. export controls, Nvidia's revenue in China has grown sequentially, though it remains below pre-control levels, with the Chinese market expected to remain highly competitive.
Nvidia-Backed Sustainable Metal Cloud Introduces Tech To Cut AI Data Center Energy Use By 50%
Sustainable Metal Cloud has developed technology to cut energy consumption in AI data centers by up to 50%.
Can AMD Stock Hit $180? AI Growth Fuels Data Center Dominance Over Intel
AMD continues "to take share from Intel in server and PC CPUs," a JPMorgan analyst wrote in a Wednesday note.
Key Nvidia Supplier SK Hynix Stock Drops Nearly 8% Following US Tech Sell-Off Despite Record Quarterly Profit Reveal
South Korea's SK Hynix has reported its highest quarterly profit since 2018, attributing the surge to the increasing demand for AI chips.
As Nvidia, Amazon, Microsoft, And Google Dive Into Billions Of Data Center Investments, Vietnam Opens Market To Foreign Investors Allowing 100% Ownership
Vietnam has opened up its data center market to foreign investors, allowing 100% ownership, following the implementation of controversial data storage regulations.
Tech Giants Eye Nuclear Power To Fuel AI Boom, Raising Concerns Over Stability And Environmental Impact: Report
Big tech companies are considering a significant shift in their energy sources, with a potential move towards nuclear power.
Bill Gates Dismisses Concerns That Big Tech's Investment In Power-Hungry AI, Says It Will Ultimately Offset Higher Energy Use: 'Let's Not Go Overboard'
Microsoft co-founder Bill Gates defended the substantial increase in energy consumption due to artificial intelligence systems, asserting that the technology would ultimately offset its high electricity usage.
Sundar Pichai Says Google Is Investing $2.3B In 'Growing Technology Hub' Ohio For Expanding Google's 'Technical Infrastructure'
Alphabet Inc CEO Sundar Pichai has announced a $2.3 billion investment in Ohio's data centers, further solidifying the state's position as a burgeoning tech hub.
Industrial Property Giant's Shift To AI Data Centers Drives Stock Rally, investment Expert Says It Offers 'Robust Growth Opportunity'
Goodman Group, an Australian industrial property firm, is gaining favor with investors as it shifts its focus to AI data centers, leading to a surge in its stock price.
Utilities Notch 7th Straight Session Of Gains: 'Potential Derivative Play To The AI Boom'
Utilities sector outperforming S&P 500 since beginning of year, gaining attention for potential as derivative play to AI boom.
Apple Reportedly Working To Join The Ranks Of Microsoft, Amazon, Meta By Developing Its Own AI Chips For Data Centers
Apple is reportedly developing its own AI chips for data centers, a move that could align it with tech giants like Amazon and Google, but uncertainties remain regarding the project's progress and feasibility.
AI Data Centers Drive Electricity Demand: Goldman Sachs Picks 16 Stocks To Play The Trend
Goldman Sachs predicts significant growth in US power demand due to AI data centers, leading to $50B investment in power generation by 2030.
GDS Under Pressure To Step Up Overseas Expansion As China Market Cools
Key Takeaways: GDS’ revenue grew 6.4% in the third quarter, slowing from 7% in the second quarter and 15% in the third quarter of 2022 The company is investing heavily in Southeast Asia to jumpstart growth as its home China market cools amid a broader economic slowdown By Warren Yang
Tesla May Soon Compete With Amazon On Data: Could The Musk, Bezos Rivalry Escalate?
Tesla Inc (NASDAQ: TSLA) may soon have another business segment in addition to the electric vehicle space, which it currently dominates.
Short Seller Jim Chanos Betting Against This Booming Tech Sector: 'This Is Our Big Short'
Famed short seller Jim Chanos has a new industry he’s targeting with bets against a high growth area. Here’s why, despite the growing industry, Chanos sees pain for the market leaders.
7 Nvidia Analysts Break Down Long-Term Story, New Products, Data Center Growth After Q1 Print
Several NVIDIA Corporation (NASDAQ: NVDA) reacted to the chipmaker's first-quarter report with lower price targets. Here's what they had to say.
Cryptocurrency Mining Company Bitdeer Gets $4B SPAC Deal: What Investors Should Know
A leading technology company helping the cryptocurrency mining community is going public with a SPAC deal announced Thursday.
Marvell Rolls Out 1.6T Ethernet PHY on 5nm for Cloud Data Centers
Arm Marks Data Center Foray, Intensifying Competition With Intel, AMD: Reuters
Google To Invest $7B In US Office, Data Center Expansion
Alphabet’s (NASDAQ: GOOGL)(NASDAQ: GOOG) Google is planning to invest $7 billion in United States real estate this year, with $1 billion for the company’s home state of California.
Global Data Center Provider Cyxtera To Go Public With Starboard Value SPAC
Investors will have another option for data center providers with the third-largest company in the sector hitting the public market via a SPAC deal.

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