Nvidia Plans Massive 2GW AI Data Center Expansion in Australia
Nvidia plans to more than double Australia's data center capacity by adding up to 2 gigawatts of AI compute by 2027 through local partnerships.
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Recently added · Page 1Bloom Energy Surges on AI Power Demand and S&P 500 Inclusion
Bloom Energy shares gained 20% in the past month, driven by rising AI data center power demand and an upcoming inclusion in the S&P 500. The company expanded its Brookfield partnership to $25 billion…
NVIDIA, Broadcom, and AMD Surge on Massive AI Silicon Demand and Backlogs
AI chipmakers report surging demand and persistent supply constraints. NVIDIA's revenue per gigawatt reaches $40 billion with Vera Rubin, while Broadcom's AI chip sales jumped 221%. AMD experiences r…
Jabil Targets $13.6B in AI Revenue as Hyperscaler Data Center Demand Expands
Jabil projects AI revenue to reach $13.6 billion by fiscal 2026, driven by heavy data center spending from hyperscalers like Amazon, Microsoft, and Google. Despite growth across compute, power, and h…
Google Secures 1 GW Geothermal Power Deal to Fuel AI Data Centers
Fervo Energy signed a power purchase agreement with Google to deliver up to 1 GW of geothermal power by 2030 for its Utah data center facility, securing vital clean energy to fuel Google's expanding …
Caterpillar Surges on AI Power Boom as Order Backlog Hits $72 Billion
Caterpillar posted record $20.5B quarterly sales, driven by an AI power generation boom and a $72B order backlog. While data center energy demand fuels strong operating margins, shares trade at a pre…
Cisco's Secret AI Weapon: Supply Chain Dominance Fuels Bull Case
Cisco holds a significant competitive advantage in component supply, positioning it strongly to capitalize on the AI data center buildout and upcoming network refresh cycles, according to Morgan Stan…
Nvidia's Power Warning Boosts Bloom Energy; AI Infrastructure Bottleneck Eyed
Nvidia's CEO highlights the lengthy power infrastructure timelines for AI data centers, creating a significant opportunity for alternative energy providers like Bloom Energy. Evercore ISI identified …
AI Semiconductor Boom Drives Fund Returns as Custom ASIC Demand Surges
Sound Shore Fund highlighted strong performance driven by the AI wave and semiconductor holdings. Marvell Technology surged on data center demand and custom ASIC expansion for hyperscalers, underscor…
AI Data Center Power Deficit Fuels Massive Multi-Year Infrastructure Boom
Morgan Stanley forecasts a 38-gigawatt power shortfall for U.S. AI data centers through 2028. This constraint highlights surging global demand for AI compute, necessitating massive investments in on-…
MaxLinear Ramps Optical Data-Center Silicon Amid Soaring Valuation
MaxLinear has surged 431% over twelve months, transitioning into optical data-center infrastructure driven by 5nm PAM4 DSP demand. Despite elevated trailing sales multiples and negative operating mar…
Corning Shields Apple, Nvidia, and Amazon from Tariffs via Domestic Supply
Corning CEO Wendell Weeks stated tariffs minimally affect the company due to domestic production, with 90% of U.S. revenue produced locally. Key partners Apple, Nvidia, and Amazon benefit from this c…
NVIDIA Drives Optical Shift as Memory Shortages Hit Rubin Platform
NVIDIA's Rubin architecture reduces HBM content due to persistent memory supply shortages rather than weak demand, spurring demand for optical networking solutions. Meanwhile, memory suppliers Micron…
SMCI Secures $60B in Orders, Fueling Bullish Momentum Across AI Sector
Super Micro Computer posted strong Q4 revenue of $11.1B and logged over $60B in new orders, signaling persistent AI infrastructure demand. While FY2027 revenue guidance surged, projected sequential g…
European Green Energy Expansion Boosts Infrastructure Sector Outlook
Multiple European energy projects were announced, including solar, nuclear SMRs, data center infrastructure, and battery storage. TotalEnergies, GE Vernova, and the EIB are among the key players driv…
Baker Hughes Smashes Records: LNG and Data Center Boom Fuels 2026 Outlook
Baker Hughes posted record Q2 orders, raised 2026-2028 IET outlook to $45B+, driven by LNG, gas power, and data center demand, while completing Chart Industries acquisition and divesting Waygate Tech…
Micron's AI Memory Boom Signals Bullish Momentum for Chip Sector
Micron's AI-driven HBM demand surges, margins hit 83%, BofA sets $1,550 target. Reflects broader AI memory shortage benefiting chip ecosystem including NVIDIA, AMD, and Broadcom.
Nvidia (NVDA) Partners with KKR and Vistra to Launch $10B AI Infrastructure Giant
KKR, Nvidia, and Vistra are launching Helix Digital Infrastructure, a firm backed by $10 billion to support AI hyperscalers. Led by former AWS CEO Adam Selipsky, the venture aims to streamline data c…
NVDA Slips as AI Data Center Tech Roadmap Faces Multi-Year Delays
NVIDIA faces significant delays in its 800V DC power architecture and co-packaged optics (CPO) production, with large-scale shipments pushed to 2028. These setbacks, linked to integration and yield c…
NVIDIA (NVDA) Soars on Strategic LG Partnership for Robotics and AI Data Centers
Nvidia has entered a strategic partnership with LG Group to develop humanoid robotics and data center architecture. This expansion reinforces Nvidia’s transition from a pure chipmaker to a broader pr…