Market context
Follow the story. See which markets it affects. Explore the context.
Constellation Energy, supplying power to AI data centers including Microsoft and Meta, faces growth doubts amid political and economic headwinds; investors await new deals and guidance at upcoming pr…
Big Tech, including Nvidia, Google, and Meta, is piloting efforts to reduce power use at data centers during grid peak demands, aiming to prevent outages and ease grid strain amid surging electricity…
Nvidia highlights a shift from GPUs to CPUs as the next AI infrastructure bottleneck, signaling emerging opportunities beyond its dominant GPU market in AI data centers amid rising CPU demand and sup…
Meta signed a $27 billion five-year deal with Nebius for AI infrastructure, expanding its data center capacity using Nvidia's next-gen platform, bolstering its AI computing capabilities amid surging …
Meta announced four new in-house chips for AI inference and training, aiming to boost data center efficiency amid rapid expansion, complementing large chip purchases from Nvidia and AMD.
Major tech firms including Google, Meta, Microsoft, and Amazon pledge to secure energy for AI data centers to shield consumers from rising electricity costs amid increasing energy demands and politic…
Tech giants Google and Meta join a White House pledge to prevent rising electricity costs from AI data centers, aiming to ease voter concerns and improve energy infrastructure before November midterm…
Meta Platforms signed a long-term agreement with Oklo to expand data centers powered by advanced nuclear reactors, supporting its AI growth. The deal boosts Oklo's credibility but faces extended regu…
Meta cuts stock option distributions again amid heavy AI investments and recent Reality Labs layoffs, shifting focus from VR to AI and wearables with massive data center expansion planned.
Nvidia expands its use of Arm-based Grace CPUs in Meta's data centers, accelerating the shift from Intel's x86 chips and intensifying competition in server processors, benefiting Nvidia and Meta's ef…
Meta and Nvidia deepen their multiyear collaboration on AI infrastructure with new CPUs and networking tech, supporting Meta's $600bn data center expansion and AI ambitions.
Meta Platforms and Nvidia have formed a multi-year strategic partnership to enhance AI infrastructure, with Nvidia supplying advanced AI chips and networking technology for Meta's data centers, boost…
Meta and Corning announced a $6 billion multiyear deal to build advanced U.S. data centers with cutting-edge fiber optic technology, boosting domestic manufacturing and supporting Meta’s AI infrastru…
Corning beats Q4 estimates and secures a $6 billion deal with Meta for data center supplies, signaling growth prospects despite some Optical segment softness.
Meta secured a multi-billion dollar deal with Corning for fiber-optic cables to support its AI data centers, signaling strong demand. Despite Corning's sales beat, its shares dropped slightly post-de…
Meta secured a $6 billion optical equipment deal with Corning, boosting AI data center expansion. This partnership enhances Meta's infrastructure, signaling growth in AI-related investments and incre…
Corning signed a $6 billion deal to supply Meta’s new data centers, boosting Corning shares by 15.6%. Meta’s investment supports significant manufacturing expansion and workforce growth in North Caro…
Corning secures a $6 billion deal to supply Meta with data center cabling, boosting its growth, while Meta's stock dips slightly amid its ongoing data center expansion and supply chain efforts.
Rothschild upgraded Meta to Buy with a $900 target, citing long-term upside despite near-term costs. Analyst suggests a brief dip post-Q4 results but recommends adding positions for growth driven by …
Meta Platforms' binding agreement with Oklo to develop a nuclear energy campus reduces risks for Oklo’s power business, supporting a BofA upgrade and boosting investor confidence despite regulatory u…