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Fed's Austan Goolsbee warned that rapid AI data center expansion risks economic overheating. Concurrently, Nvidia CEO Jensen Huang urged G20 nations to accelerate AI infrastructure spending, and poli…
Nvidia CEO Jensen Huang defended AI data centers against growing criticism, arguing they benefit the U.S. economy by reviving manufacturing, creating jobs, and strengthening the power grid. Despite r…
Dycom Industries posted strong fiscal Q1 results, fueled by surging fiber infrastructure demand, expanding data center services, and a record $11.9 billion backlog. While management raised fiscal 202…
Cramer highlights Aramark's strong earnings, driven partly by data center hospitality services tied to NVIDIA infrastructure, reinforcing the broader AI infrastructure investment theme and its expand…
AI boom's bottleneck shifts from chips to power/grid capacity. EMCOR and Quanta Services posted record Q2 2026 results with massive backlogs, reflecting surging hyperscaler infrastructure spending on…
BlackRock-led consortium, including Microsoft and Nvidia, plans a $40 billion acquisition of Aligned Data Centers, fueling AI infrastructure growth amid soaring demand for chips, servers, and energy …
Amazon expanded an AWS power deal with Talen Energy for 1,920 MW of carbon-free nuclear power through 2042 to support AI-driven data center growth; Zacks highlights non-tech winners (TLN, MTZ, FIX) f…
Nvidia posted record Q2 revenue ($46.7B), 56% data‑center growth, strong margins and bullish Q3 guidance. Shares dipped after-hours as some analysts wanted more data‑center strength; China shipment l…