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Vertiv is expanding into power architecture via its acquisition of Utility Innovation Group to solve power bottlenecks in data centers. The expansion is fueled by massive hyperscaler capex and high t…
Meta trades at a valuation discount relative to the market despite 28% revenue growth. However, aggressive capital spending on AI infrastructure—projected at $130B to $145B—threatens to consume almos…
Analysis warns the US AI lead is narrower than facility counts suggest. While Nvidia and hyperscalers dominate chips and capital, mounting power grid constraints, permitting bottlenecks, and local po…
Global DRAM revenue surged 60% quarter-over-quarter to $155 billion in Q2 2026, driven by surging AI data center demand and rising conventional prices. Micron significantly narrowed its market share …
Barometer Capital Management highlighted positive IT performance in its Q2 2026 letter, noting contributions from NVIDIA alongside new positions like SiTime Corporation. Rising data rates across AI d…
AI data center developers are turning to industrial package boilers and steam turbines to circumvent multi-year gas turbine backlogs. With lead times under a year, this alternative generation setup h…
Bloom Energy's S&P 500 inclusion highlights surging power demands for AI data centers. Citing Broadcom's multiyear customer contracts and robust guidance through fiscal 2028, the report reinforces th…
Analyst Dan Ives warned that growing political and community backlash against U.S. data center construction threatens the AI expansion. Ives projects 10% to 15% of planned projects could be canceled,…
AI data center expansions face growing headwinds from skilled labor shortages and intense local political opposition over power use and noise. Brookings Institution data shows 75 projects worth $130 …
Bitcoin network hashrate dropped 15% to 21% as miners increasingly repurpose energy infrastructure for lucrative AI data center contracts. While miners secure billions in non-crypto revenue, the drop…
U.S. Bitcoin miners are increasingly shifting power capacity to AI data centers due to poor mining economics. Total network computing power has dropped 18% from recent peaks, causing U.S. mining pool…
Ford launched Ford Energy to supply battery energy storage systems to AI data centers and utilities. Analysts estimate the business could generate over $4 billion in annual revenue by 2030, utilizing…
AI data center demand for high-bandwidth memory is shifting wafer capacity away from mobile devices, quadrupling smartphone memory costs. While chipmakers benefit, Apple shares slipped on warnings of…
US indexes fell midday amid rising oil prices and geopolitical tensions. Qualcomm partnered with Amazon on custom AI data center silicon, granting Amazon a 25 million share warrant. Meanwhile, Meta f…
Oracle's cloud infrastructure backlog surged to $638 billion, driven by massive demand for AI data centers. While rising capital expenditures and debt pressure near-term earnings, long-term revenue a…
IREN surged after securing conditional ERCOT Base Load status for its 2GW Texas hub, overcoming a major regulatory hurdle for AI data centers. The power milestone eases critical grid bottlenecks, bol…
Bloom Energy will join the S&P 500 on September 21, buoyed by massive AI data center power demand. The fuel-cell maker posted record Q2 revenue surpassing $1 billion and raised full-year guidance as …
Qualcomm and Amazon agreed to collaborate on developing custom silicon and optical interconnectivity up to 1.6 Tbps for AWS artificial intelligence data centers. Additionally, Qualcomm will expand it…
Qualcomm and Amazon announced a multi-generation collaboration to develop customized silicon and advanced optical connectivity for AWS AI data centers. Qualcomm will also expand its use of AWS infras…
OpenAI signed an infrastructure agreement with Australia-based Firmus for data center capacity in Malaysia, which will feature Nvidia's upcoming Vera Rubin processors. While not a direct confirmed pu…