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AI data center developer Hyperscale Data increased its holdings by 32.49 BTC, bringing its total holdings to 1,032.49 BTC
Svmuu News: BitcoinTreasuries.NET posted on X that AI data center developer Hyperscale Data GPUS purchased an additional 32.49 BTC, bringing its total holdings to 1,032.49 BTC, and ranking 45th on the
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With a coordinated price adjustment taking effect on July 1, nearly 20 semiconductor companies have launched a new round of price hikes
Svmuu News: Nearly 20 global analog and power semiconductor companies are set to launch a new round of price hikes on July 1, following a pattern of multiple, staggered price adjustments throughout th
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Nomura: There are signs of accelerating capacity expansion in the optical fiber industry; Yangtze Optical Fibre and Cable may face intensified competition
Svmuu News: Nomura Securities stated that both Han’s Laser and HeSheng Silicon are relatively new entrants to the optical fiber market. The firm believes their recent investment projects reflect stron
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Qualcomm rose more than 14% in after-hours trading on U.S. markets, with its CFO stating that the company aims to achieve $5 billion in AI data center revenue by fiscal year 2027.
Svmuu News: According to MSX data, Qualcomm (QCOM.O) rose more than 14% in after-hours trading on the U.S. stock market. Qualcomm’s CFO said the company aims to achieve $5 billion in revenue from its
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Research Institution: Mass Production of 800V DC and CPO Delayed, Optical Module Sector Under Pressure
Svmuureports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have fa
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“New Stock God” Serenity: Photonics-Related Stocks May Benefit Sequentially Within 3 to 15 Months After the EU CHIPS Act Release
Svmuu News: “New Stock God” Serenity posted on platform X, stating that the proposal for the EU Chips Act 2.0 has been officially released. Photonics technology has been confirmed as a structural comp
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Yahoo Finance Analysis: Credo Technology Group's FY2026 revenue surged 205.7% to $1.3 billion, with net income reaching $472.3 million.
Yahoo Finance analysis indicates that Credo Technology Group's revenue reached nearly $1.3 billion in fiscal year 2026, a year-over-year increase of approximately 205.7%, with net profit close to $472
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AI data centers are forced to revert to steam boiler solutions until 2030 due to gas turbine shortages, with B&W having signed a $2.4 billion contract to build a 1.2 GW facility for Applied Digital.
AI data centers are being forced to revert to steam boiler solutions until 2030 due to a shortage of gas turbines, with B&W having already signed a $2.4 billion deal to build a 1.2 GW facility for App
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Google and Fervo Energy signed a 396 MW geothermal power purchase agreement to meet the energy demands of AI data centers.
Google (a subsidiary of Alphabet) signed a 396-megawatt (MW) power purchase agreement (PPA) with geothermal energy company Fervo Energy on September 1, marking the largest enhanced geothermal PPA to d
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Trump Calls AI Data Centers "Oil for the Next 50 Years," Criticizes Google for Building Plants in Europe
Former U.S. President Donald Trump recently stated in a program that AI data centers are "the oil of the next 50 years," capable of bringing wealth and investment to American communities. He specifica
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Yahoo Finance analysis: Ciena is a better buy than Adobe in 2026, citing Ciena's record backlog and rising demand
The analysis highlights Ciena's accelerating business, with FY2025 revenue growing approximately 18.8% year over year to nearly $4.8 billion and net income reaching roughly $123.3 million. Ciena's rec
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Cummins' stock price has surged 42% over the past 12 months, driven by robust growth in its AI data center power solutions business. Analysts project an additional 40% upside potential in the next 12 months.
Cummins' stock price has surged 42% over the past 12 months, driven by robust growth in its AI data center power solutions business, which is expected to continue benefiting from the escalating demand
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Yahoo Finance Analysis: US AI Data Center Leadership Overstated, Goldman Sachs Expects 50-60% of Planned Capacity to Be Delayed
Yahoo Finance analysis suggests that analysts may have overestimated the US lead in AI data centers. While the US still leads China in data center power consumption at 45% versus 25%, this advantage i
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AI Data Centers Turn to Industrial Boilers and Steam Turbines for Power Amid Electricity Shortages and Extended Gas Turbine Delivery Times
Applied Digital, an AI data center developer, has ordered 1.2 GW of gas-fired industrial boiler-powered steam turbines for a data center under construction in North Dakota, with plans for two more sim
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HD Hyundai Heavy Industries to invest $799 million in engines and SMRs for AI data center power
The South Korean company announced it will invest 1.07 trillion won ($799 million) in dedicated production facilities for land-based power engines and small modular reactors, targeting rising electric
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Enphase Energy shares rose 5% after its AI data center solid-state transformer modules began production in Texas; SolarEdge shares rose 6%.
Enphase Energy shares rose 5% and SolarEdge Technologies shares gained 6% after Enphase Energy announced that its IQ Solid State Transformer (SST) module had begun production in Texas for AI data cent
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Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue u
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The Information: AI Data Center Bargaining Power Shifts, Operators like CoreWeave Gain More Leverage, Chipmakers NVIDIA and AMD Enter to Provide Credit Guarantees
The bargaining power in AI data centers is shifting. According to a September 7 report by The Information, as cloud providers like Microsoft and Google rush to deploy NVIDIA servers, data center opera
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Micron (MU) stock surged 256% in 2026, with analysts raising consensus target to $1,513 and FY2027 EPS estimates from $103 to $155.
Micron Technology's stock closed Friday at $1,016.59, driven by record DRAM pricing and AI datacenter memory demand. The company reported fiscal Q3 2026 revenue of $41.46 billion, up 345.7% year-over-
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Yahoo Finance Analysis: Arista Networks benefits from AI data center construction, with Q2 2026 revenue reaching $3 billion and an estimated increase to $3.3 billion in Q3; IBM lowers its full-year 2026 sales forecast as customer spending shifts towards AI infrastructure.
Yahoo Finance (The Motley Fool) analysis indicates that Arista Networks is well-positioned to benefit from the AI data center construction boom, with Q2 2026 revenue reaching $3 billion and projected
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AI data center construction is transforming the US rural land market and sparking a strong backlash, with land purchases reaching $6 billion in the first half of the year, a 79% increase year-over-year.
AI data center construction is transforming the U.S. rural land market and sparking a strong backlash. In the first half of 2026, land purchases for future data centers in the U.S. reached approximate
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Nikkei Survey: Japan's AI Data Center Capacity to Quadruple by 2033, Investments to Reach $60 Billion
A Nikkei survey shows that this plan will make Japan a top player in the global AI data center field, following the United States and China. Among them, NTT aims to achieve 2 gigawatts of data center
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Former Apple CEO Tim Cook warned before stepping down that AI data center demand is triggering a "once-in-a-century" memory chip pricing crisis, a concern echoed by Musk.
Tim Cook stepped down as Apple CEO on September 1st. He stated that Apple had done its best to protect customers from rising costs, but the pressure had become "unsustainable," and price increases wer
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CNBC: U.S. AI Data Centers' Reliance on Chinese Supply Chains Deepens, Trump Administration Tightens Restrictions and Considers Banning Imports of Chinese Optical Transceivers
CNBC reported that the increasing reliance of U.S. AI data centers on Chinese supply chains for critical components such as transformers, batteries, and optical equipment has raised concerns in Washin
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South Korean Gaon Cable targets AI data centers with new low-friction cables, reducing installation friction by 30% and extending pulling distance by 45%
Gaon Cable announced on Wednesday that its new distribution cables, designed for the AI data center power infrastructure market, feature an improved outer sheath that reduces friction during installat
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GoPro announced a merger with Starman Optical to enter the AI data center and defense markets, sending its stock soaring 38%.
GoPro announced on Tuesday a definitive merger agreement with Starman Optical, a privately held photonics company, expanding its business into AI data centers and the defense market. Following the ann
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Korea’s AI Chief Vows Execution-Focused Strategy, Identifies Three Pillars
Ha Jung-woo, standing vice chair of the Presidential Council on National Artificial Intelligence Strategy, pledged Monday to put execution at the center of Korea’s bid to become one of the world’s top
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NVIDIA CEO Jensen Huang Warns of 2-3 Year Power Bottleneck for AI Data Centers, Evercore ISI Bullish on Bloom Energy
NVIDIA CEO Jensen Huang said on Wednesday that it could take two to three years to secure power for AI data centers, even as demand for the company's chips continues to outstrip supply. Evercore ISI a
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Chinese battery company CBAK Energy secures a $96 million quarterly battery order from India and is testing AI data center backup power batteries.
CBAK Energy (Nasdaq: CBAT) announced a $96 million quarterly battery order from an Indian two- and three-wheeler manufacturer for its 26-series batteries, which is expected to improve capacity utiliza
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SK Telecom to spin off AI data center business into SK Horizon, securing $2.23 billion investment from KKR and others.
SK Telecom, a South Korean telecom giant, announced on Thursday that it will spin off SK Broadband's AI data center business into a new company, SK Horizon. The company has signed agreements with US i
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