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Artificial Intelligence Data Center
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AI Data Center Boom Is Changing CMBS Risks
The commercial mortgage-backed securities (CMBS) market, traditionally a key financing source for America’s offices, apartments, and malls, is being reshaped by a surge in data center deals. This tren
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Citi reiterates Buy rating on Ciena (CIEN) with a $658 price target, implying 105% upside, after Ciena reports record Q3 earnings and raises full-year guidance.
Citi's managing director Atif Malik cited Ciena's leadership in optical transport gear and new demand from AI data centers as key drivers. Ciena reported record fiscal Q3 revenue of $1.67 billion (up
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FuelCell Energy Keeps Focus on AI Data Centers; Stock Sinks After Earnings Miss Estimates
FuelCell Energy Keeps Focus on AI Data Centers; Stock Sinks After Earnings Miss Estimates
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LS Cable & System signs MoU with AI Factory Frontier consortium to develop AI data center projects, leveraging superconducting technology
LS Cable & System announced on Tuesday that it has signed a memorandum of understanding with the AI Factory Frontier consortium to jointly develop AI data center projects. The consortium comprises com
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Gaon Cable secures 200 billion won ($143.4 million) busduct supply deal for a 250-megawatt US AI data center project
Gaon Cable's US manufacturing subsidiary, LS Cable & System USA, will supply busduct power distribution systems to a major US cloud operator for the project, expanding its presence in North America’s
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Samsung Opens New HVAC Production Line in India to Meet AI Data Center Demand
Samsung Electronics announced it has opened a new heating, ventilation, and air-conditioning (HVAC) production line in Pune, India. The facility aims to expand manufacturing capacity to address the gr
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Japan's Erex and Samsung Group Unit Plan Biomass Power Plant for AI Data Centers by Fiscal 2029
Major Japanese electricity provider Erex and a Samsung group trading unit will build a biomass power plant in Japan. The plant aims to provide stable renewable energy to meet the growing demand from d
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AI Data Center Boom Is Changing CMBS Risks
The commercial mortgage-backed securities (CMBS) market, traditionally a key financing source for America’s offices, apartments, and malls, is being reshaped by a surge in data center deals. This tren
-
Citi reiterates Buy rating on Ciena (CIEN) with a $658 price target, implying 105% upside, after Ciena reports record Q3 earnings and raises full-year guidance.
Citi's managing director Atif Malik cited Ciena's leadership in optical transport gear and new demand from AI data centers as key drivers. Ciena reported record fiscal Q3 revenue of $1.67 billion (up
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FuelCell Energy Keeps Focus on AI Data Centers; Stock Sinks After Earnings Miss Estimates
FuelCell Energy Keeps Focus on AI Data Centers; Stock Sinks After Earnings Miss Estimates
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LS Cable & System signs MoU with AI Factory Frontier consortium to develop AI data center projects, leveraging superconducting technology
LS Cable & System announced on Tuesday that it has signed a memorandum of understanding with the AI Factory Frontier consortium to jointly develop AI data center projects. The consortium comprises com
-
Gaon Cable secures 200 billion won ($143.4 million) busduct supply deal for a 250-megawatt US AI data center project
Gaon Cable's US manufacturing subsidiary, LS Cable & System USA, will supply busduct power distribution systems to a major US cloud operator for the project, expanding its presence in North America’s
-
Samsung Opens New HVAC Production Line in India to Meet AI Data Center Demand
Samsung Electronics announced it has opened a new heating, ventilation, and air-conditioning (HVAC) production line in Pune, India. The facility aims to expand manufacturing capacity to address the gr
-
Japan's Erex and Samsung Group Unit Plan Biomass Power Plant for AI Data Centers by Fiscal 2029
Major Japanese electricity provider Erex and a Samsung group trading unit will build a biomass power plant in Japan. The plant aims to provide stable renewable energy to meet the growing demand from d
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Artificial Intelligence Data Center
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