Data Centers

The $5.6 billion deal would give Samsung vertical control over thermal management—a critical component of AI infrastructure economics that directly impacts customer margins.

CAT trades at fair valuation despite a 35% six-month decline; Power Energy segment growth and capacity constraints through 2030 offer concrete upside catalysts.

The Japanese conglomerate scrapped nearly 40 percent of its $9.5 billion in advance equipment payments after a second-quarter strategic review

The chipmaker projects 22 percent growth in fiscal 2027, driven by data center operators' urgent need for power delivery infrastructure to support GPU clusters

Intel shares have fallen 50 percent this month even as Data Center and AI revenue surged, with foundry losses and negative cash flow guidance spooking investors heading into 2027.

Tightening compute supply favors incumbents with existing infrastructure, raising costs for protocols and node operators

A 600,000-chip backlog in Hong Kong has driven eight-card H200 server prices to 6 million yuan as Chinese cloud providers compete for scarce AI compute

Nvidia's commitment to lease $100 billion in capacity for OpenAI's Ohio data center creates strategic interdependence that tilts the balance in the chipmaker's favor on geopolitical issues.

Engine manufacturers report record orders as AI developers build private power generation to bypass grid constraints, with over half of new U.S. data center capacity in 2028 expected to rely on self-sufficient installations.

The memory maker's MSA-CBA architecture stacks 218-layer cell arrays with copper bonding, cutting cost-per-bit and reshaping data center capex math.

The Memphis city council voted for a four-month halt on new data center construction, rejecting a community-backed proposal for a full year despite protests.

Sachin Katti steps down after a year leading infrastructure; Uday Ruddarraju, former xAI infrastructure head, takes over the compute organization.

The startup begins construction on a 10 GWh factory near Austin and claims it can undercut natural gas turbines by simplifying battery design and manufacturing in-house.

Andrew Feldman argues negative AI rhetoric obscures real potential and that poor community engagement by the data center industry fuels local opposition to infrastructure buildouts

A 48-hour withdrawal of a major artificial intelligence data center firm's public offering signals investor skepticism about sector fundamentals.

Three industrial stocks positioned to benefit from explosive infrastructure demand: Vertiv for cooling, Quanta for power grids, GE Vernova for generation equipment.

Nokia CEO says memory chip and energy shortages are the only brake on AI infrastructure buildout, with $10.3 trillion in planned investments through 2032.

Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.

Public opposition to hyperscale facilities is forcing major delays across Europe and Asia, creating regulatory uncertainty that could reshape capital allocation in AI infrastructure.

Amazon Web Services CEO Matt Garman said the company will stop using nondisclosure agreements with government agencies for data center projects, a concession to local opposition that could slow U.S. infrastructure deployment.

Amazon's cloud unit commits five-year investment to address power and water concerns as over 100 proposed moratoriums block new facilities nationwide

Activists in North Ayrshire say a planned facility threatens Hunterston Castle and Neolithic archaeological sites.

Five major technology companies committed $969 billion to AI infrastructure, fueling a sharp rise in corporate bond issuance to fund the expansion.

The startup's VCSEL technology targets a real bottleneck—data movement energy costs in GPU clusters—but faces entrenched competitors and the hard problem of customer qualification.

The AI developer is negotiating a direct lease for one gigawatt of capacity from Stream Data Centers, betting it can cut cloud costs and gain infrastructure control at scale.

Over 8,000 attendees convened in Santa Clara to address the infrastructure bottlenecks constraining AI deployment economics and hyperscaler returns on investment.

Generac Holdings surged after securing an equity purchase agreement with Amazon, positioning the power solutions company to capture hyperscaler demand as it targets $6.4 billion in revenue by 2028.

Oracle and OpenAI's New Mexico data center faces legal challenges and delayed air quality permits, prompting a major renewable energy procurement to support full carbon-free operations by 2031

Republican and Democratic leaders are pushing the Ratepayer Protection Act to a floor vote next week, aiming to shield voters from rising electricity bills ahead of the midterms.

New semi-custom platform on TSMC N3P doubles socket performance versus N3, reshaping the CPU economics for hyperscalers building custom silicon

A surge in AI infrastructure investment is straining Australia's labor and energy supplies, leaving the central bank little room to cut rates despite moderating inflation.

Governor Greg Abbott reversed support for AI data centers citing power demand gaps, while Trump called rejection of the industry a mistake.

Governor Greg Abbott's sudden opposition to AI infrastructure threatens the state's largest-in-nation pipeline, even as capital keeps flowing and Trump pushes back

AMD claims 50 percent more memory and superior precision performance in new data center GPUs, but execution on ROCm software and enterprise adoption remain unproven.

Virginia's Loudoun County hosts 250 data centers generating nearly half its tax revenue, offering a rare case study in how local governments can profit from the AI infrastructure boom.

Meta is testing robots from vendors like Kinova and ABB to handle tasks such as server power cycling and cable swaps, aiming to reduce operational expenses.

Earnings reveal Nvidia's strategic pivot toward specialized systems and storage optimization as gigawatt-scale data centers become the new competitive battleground.

The Santa Barbara startup's quantum dot comb laser consolidates multiple light sources into one chip, cutting data-movement power by up to 40 percent as hyperscalers face optical networking bottlenecks.

Two-to-four-year lead times for grid-scale power transformers mean hyperscalers who ordered equipment years ago now hold a structural competitive advantage over rivals still waiting.

By taking minority stakes in power and land developers, Nvidia converts open competitive bidding into guaranteed sales by tying facility design to its chips.

The Pennsylvania Democrat broke with Gov. Josh Shapiro and other party leaders over restrictions on AI infrastructure, warning that curbing development hands a strategic advantage to Beijing.

President Trump told reporters he accepts Republican opposition to data centers, even as he champions the technology for U.S. competition with China.

The two industrial firms are jointly developing a solid-state transformer rated to 36 kV AC that cuts grid-to-rack power conversion to a single step.

Lee McIntire, a veteran of CH2M Hill and TerraPower, takes over as chief executive to execute the company's 17-gigawatt Project Matador data center and power strategy.

Cumulative AI capex of $11.1 trillion through 2029 is straining credit markets and revealing energy constraints no chip vendor can solve.

ERCOT projects slower electricity demand growth after Gov. Greg Abbott ordered an audit of data center interconnection requests, citing grid stability risks.

Microsoft, Amazon, Google and Meta are committing billions to dedicated energy supplies as data center demand outpaces what the national grid can deliver.

The chipmaker partnered with BlackRock, Goldman Sachs and four other asset managers to mobilize capital for AI data center builds.

The Singapore-based operator is preparing a confidential SEC filing, targeting roughly $5 billion in a listing expected this year.

EON wants to route intercontinental data through orbital laser links instead of undersea fiber, promising lower latency but facing congestion and collision risk in increasingly crowded low Earth orbit.