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Alger's Q2 2026 letter highlights Credo Technology's strong contribution to fund performance, driven by AI data center connectivity demand, despite the stock not being a core watchlist symbol.
Eavor Technologies launches the world's first closed-loop geothermal system and targets US data centers, with Google backing competitor Fervo Energy. Meta partners with XGS Energy for a 150-MW geothe…
Nvidia briefly became the first $5 trillion company but faces challenges from US-China export restrictions and rising competition, while CEO Huang emphasizes long-term AI growth and caution on China …
Microsoft and Nvidia join BlackRock in a $40 billion consortium acquiring Aligned Data Centers, targeting AI infrastructure expansion with significant capital deployment planned through 2026.
Meta is finalizing a major deal with Pembina to build a large AI data center in Alberta, leveraging natural gas power and carbon capture technology to support sustainable AI infrastructure expansion.