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Berkshire Hathaway CEO Greg Abel warned of rising community pushback and grid capacity bottlenecks facing U.S. data center construction. Despite infrastructure constraints and state moratoriums, Berk…
Chevron signed a 20-year power purchase agreement to supply electricity to Microsoft's 2.67-gigawatt data center in Texas. Using on-site Permian natural gas generation, the project bypasses the publi…
Analysis warns the US AI lead is narrower than facility counts suggest. While Nvidia and hyperscalers dominate chips and capital, mounting power grid constraints, permitting bottlenecks, and local po…
Analyst Dan Ives warned that growing political and community backlash against U.S. data center construction threatens the AI expansion. Ives projects 10% to 15% of planned projects could be canceled,…
Qualcomm announced a multi-year partnership with Amazon to develop customized AI data center silicon and optical connectivity, unlocking up to $60 billion in potential revenue over a decade. The deal…
Amazon partnered with Taiwanese server maker Wiwynn to expand its Texas facility with over $1.6 billion in total investment. The expansion will bolster domestic manufacturing for Amazon's data center…
Analyst Dan Ives warns that escalating political and community backlash against data center construction poses the biggest threat to the AI revolution. With 10% to 15% of planned facilities facing po…
Cisco’s recent stock surge is driven by a broader enterprise campus networking refresh alongside surging hyperscale AI infrastructure orders. With fiscal 2026 AI orders reaching $9.3 billion and camp…
Vertiv's 32% pullback offers an attractive entry point amid robust AI infrastructure demand. Strong earnings, rising estimates, and critical liquid-cooling adoption for NVIDIA's next-gen AI architect…
Billionaire hedge funds heavily accumulated data center infrastructure plays Vertiv and Equinix in Q2. Surging AI power and cooling demands, driven by Nvidia's transition to 800V direct current archi…
The nuclear energy renaissance is accelerating via plant restarts, SMR construction, and federal funding. Big tech players, including Amazon and Nvidia, are partnering with advanced reactor developer…
Dell's quarterly AI server revenue hit $16.1B with a $51.3B backlog, demonstrating accelerating enterprise AI infrastructure demand. Despite gross margin compression to 17.8%, analysts project signif…
Surging AI data center development has propelled the U.S. past China in gas-fired power plant construction. While demonstrating massive infrastructure investment by Alphabet, Amazon, and Microsoft, t…
Quantum computing advances threaten standard encryption, prompting tech giants like Google, Microsoft, and Apple to deploy postquantum cryptography ahead of expected 2029–2030 industry milestones.
Qualcomm is accelerating its AI data center pivot through a strategic deal with Meta Platforms for data center CPUs. The partnership aims to diversify Qualcomm's revenue away from handsets while bols…
President Trump defended the U.S. AI data center expansion, arguing projects bring jobs and investment despite community pushback. Major hyperscalers, including Alphabet, Amazon, Meta, and Microsoft,…
BNP Paribas reiterated a Buy rating on Meta with an $855 price target, implying 55% upside. The analyst highlighted Meta's potential to monetize surplus AI compute capacity via short-term deals, offs…
Nvidia is partly backing OpenAI and SoftBank's SB Energy 10-gigawatt AI data center project in Ohio, facilitating debt financing with limited risk exposure. Broad AI infrastructure expansion continue…
Nvidia agreed to financially support OpenAI's Ohio data-center campus, reducing its guarantee commitment to under $120 billion to limit balance-sheet exposure. The deal represents a projected $600 bi…
Bank of America projects hyperscaler capex to surpass rest of S&P 500 combined next year, totaling $1.072 trillion, highlighting AI infrastructure spending surge from 16% share in 2023.