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Silver has halved from its January peak of $115 to $58/oz despite strong AI-driven demand for silver in data center hardware. Supply remains constrained, while hyperscalers like Meta, Amazon, Alphabe…
Verizon secured a $1B+ dark-fiber deal with Google for data-center connectivity, reflecting Alphabet's accelerating AI infrastructure spend and raised 2026 capex guidance to $195-205B.
Amazon Web Services expands AI capacity with a $5.5B, 15-year data-center lease with Cipher Digital, highlighting strong demand for AI infrastructure and supporting growth in cloud computing services.
Oracle and OpenAI are halting expansion of their Abilene data center project, while Meta is exploring use of the available space for its own data center operations, signaling potential growth for Met…
Corning beats Q4 estimates and secures a $6 billion deal with Meta for data center supplies, signaling growth prospects despite some Optical segment softness.
SoftBank, Meta and others will build a submarine cable linking Japan and Singapore; NEC is contracted as system supplier to boost regional connectivity and capacity.