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August core CPI rose 0.3%, lifting Fed rate-hike expectations to 90%, though major US indexes climbed midday. Microsoft unveiled plans to triple data center capacity by 2032, while Nvidia and partner…
A market report highlights five S&P 500 Dividend Aristocrats benefiting from AI infrastructure demand: Caterpillar, Emerson Electric, Honeywell, NextEra Energy, and Realty Income. These companies pro…
Goldman Sachs chief economist Jan Hatzius warns that aggressive corporate AI spending will inevitably slow down after the current build-out phase. Despite eventual deceleration risks, PwC projects gl…
Vistra secured 20-year power purchase agreements with Meta for 2,600 MW of nuclear power and AWS for 1,200 MW. Additionally, Vistra partnered with Nvidia and KKR on the Helix Digital Infrastructure v…
Verizon agreed to a multiyear, multibillion-dollar deal to purchase over 80 million miles of Corning optical fiber. The purchase will expand residential broadband and connect AI data centers, highlig…
Amazon and Taiwanese server maker Wiwynn are expanding manufacturing in Texas to boost U.S. production of data-center hardware. The move pushes total investment past $1.6 billion, strengthening Amazo…
Big Tech firms, including Alphabet and Meta, face mounting US community backlash and power-grid constraints on data center expansions, prompting Dan Ives to warn 10%–15% of projects could be scrapped…
Meta is exploring monetizing its vast AI infrastructure by potentially leasing compute capacity to third parties like Anthropic. Following SpaceX's model, commercializing excess data center capacity …
ByteDance secured a $29.6 billion loan coordinated by JPMorgan and Citigroup to fund surging AI infrastructure. The facility, upsized due to strong bank demand, supports plans to double annual capita…
JPMorgan investment banking executives report that AI infrastructure financing remains robust but increasingly discerning, prioritizing power access and permits. Global AI capex is projected to surpa…
Newmont (NEM) is outperforming rivals as demand for gold and copper surges, driven by growth in data centers and electric vehicles, bolstering the outlook for precious and industrial metals.
Amazon secures long-term wind power contracts in Sweden to support its expanding data center and AI infrastructure, ensuring stable electricity supply amidst growing demand.
Evercore ISI lifted Meta's price target to $860 from $820, highlighting a potential $22 billion annual revenue opportunity starting in 2027 by monetizing surplus AI compute. Analyst Mark Mahaney note…
CoreWeave posted surging Q2 revenue and a $104.2 billion backlog, signaling persistent demand for AI computing infrastructure. Analysts at Wedbush and Jefferies remain bullish, highlighting short pay…
Bank of America launched a $250B infrastructure finance initiative targeting digital, energy, and core infrastructure through 2027, potentially boosting demand for chips, data centers, and telecom eq…
Article highlights AI infrastructure plays (Eaton, Vertiv, Quanta) benefiting from massive data center buildout, with multi-year backlogs confirming sustained AI capex, indirectly supporting continue…
GE Vernova and NextEra Energy both benefit from AI-driven power demand. GEV's turbine backlog surges 21.8% with $176B pipeline; NextEra shows steady EPS growth and nuclear restart backed by Google PP…
Blackstone COO Jon Gray says AI infrastructure demand still outpaces supply, dismissing oversupply fears. However, Meta/SpaceX renting excess compute capacity and a 16% semiconductor index pullback s…
IREN signed $2.8B in new AI cloud contracts, raising its 2026 ARR target to over $4B. Shares jumped 15% as the bitcoin miner pivots toward AI infrastructure, partnering with Microsoft and NVIDIA.