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Analyst Predicts AMD Stock Split Unlikely Despite 180% Surge, Citing Focus on AI Data Center Chip Transitions
Despite Advanced Micro Devices (AMD) shares surging roughly 180% over the past year to above $480, an analyst suggests a stock split is unlikely in the near term. The analysis indicates that a split w
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Oracle's share price fell by as much as 4.6% due to a nearly six-month delay in a key natural gas pipeline project for its "Stargate" AI data center.
Oracle's $165 billion "Project Jupiter" AI data center, a critical component of its Stargate contract with OpenAI, has encountered new obstacles. Transwestern Pipeline, a subsidiary of pipeline operat
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Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment
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Bloomberg: Most US AI data center power demand may not materialize due to "ghost projects" and low-success-rate proposals
Bloomberg: Most US AI data center power demand may not materialize due to "ghost projects" and low-success-rate proposals
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Analysts Warn: US May Face Natural Gas Shortage Before 2028 Due to Soaring LNG Exports and AI Data Center Demand
Matt Smith, a partner at Chronometer Partners, predicts that the United States could face a natural gas shortage by 2028 and potentially deplete its inventory by 2030. This is due to increased liquefi
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Alibaba says its modular design can deliver AI data centers in 100 days and reduce costs by 10%.
Alibaba Group said that through its proprietary modular architecture CUBE 5.0, it can shorten the delivery time of large-scale AI data centers to 100 days while reducing construction costs by 10%. Thi
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NuScale Power's small modular reactors (SMRs) are unlikely to meet the immediate power demands of AI data centers, with its first module project in Romania not expected to be operational unt
NuScale Power, the only company with United States Nuclear Regulatory Commission approval for its SMR designs, is an early-stage developer. While it has a collaborative agreement with the Tennessee Va
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Energy Vault Signs Agreement to Supply 1.25 GW Integrated Power Platform to Hyperscale AI Data Center in Texas, USA
Energy Vault has signed a commercial agreement for a 1.25 GW integrated power infrastructure project with a hyperscale artificial intelligence (AI) data center project in Texas, USA. The platform will
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GS E&C and LS Electric Partner on AI Data Center Power Systems
GS Engineering & Construction (GS E&C) announced it is teaming up with LS Electric to strengthen the power infrastructure for its artificial intelligence data center projects. Under a memorandum of un
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Robert W. Baird analysts raised their price target for onsemi (ON) from $100 to $108, while maintaining a "Neutral" rating.
Robert W. Baird analyst Tristan Gerra raised onsemi's (ON) price target on August 3, citing improving growth momentum in AI data centers, industrial markets, electric vehicles, and China, as well as h
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AI data center power fluctuations are severely damaging critical equipment, leading to some facilities operating at 80% capacity and posing risks to grid stability. North American regulators have issued a Level 3 alert.
According to Bloomberg, the power consumption of AI data centers (especially during the model training phase) can surge or plummet dramatically within milliseconds. This severe fluctuation is causing
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SpaceX increased Tesla Megapack purchases to $295 million in Q2 2026, totaling $329 million for the half-year, to power its AI data centers
SpaceX's financial filings revealed the company spent $295 million on Tesla Megapack battery energy storage systems in the second quarter ending June 30, 2026. These purchases bring SpaceX's total spe
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AirJoule Technologies (AIRJ) stock soared 14.7% on Monday, with analysts attributing the surge to investor bets on its potential connection to AI data centers.
The stock's rise, which occurred through 11:35 a.m. ET, came despite no new announcements from the company or analyst upgrades on the day. Analysts suggest investors are linking AirJoule's atmospheric
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AI Data Center Turbines Experiencing Early Failures Amid Backlogs
AI data center turbines, already facing years-long backlogs, are reportedly failing prematurely.
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South Korea's SK Telecom Bets on AI Infrastructure by Launching SK Hyper, Investing 750 Billion Won to Expand Its Hyperscale AI Data Center Footprint
Svmuu News: South Korea’s SK Telecom (SKT) announced the establishment of “SK Hyper,” a new company dedicated to artificial intelligence data centers (AIDC), and plans to invest a total of 750 billion
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MARA Holdings CEO: AI Data Centers Generate Higher Revenue Per Unit of Electricity Than Bitcoin Mining
Svmuu News: MARA Holdings CEO Fred Thiel said that AI data centers generate more revenue per unit of electricity than Bitcoin mining (Bitcoin). (Bitcoin News)
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Samsung Plans to Invest 200 Billion Won in South Korea to Build an HVAC Plant
Svmuu News: Industry sources have revealed that Samsung Electronics plans to build a new HVAC (heating, ventilation, and air conditioning) manufacturing plant at its Gwangju campus in South Korea, wit
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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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Aon CEO Warns: Concentrated AI Data Center Risk Could Threaten Financing
Aon CEO Greg Case stated that the highly concentrated risk of AI data centers could limit insurance underwriting capacity and alter the financing structure for new projects. He noted that concentratin
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Samsung SDI posts 407.8 billion won operating profit in Q3, turning to profit on AI data center demand
Samsung SDI posts 407.8 billion won operating profit in Q3, turning to profit on AI data center demand
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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Galaxy Digital's AI data center business generated $79 million in revenue in its first full leasing quarter, but the division still reported a loss of $435,000.
Galaxy Digital released its Q3 earnings report. Its AI data center business generated $79 million in revenue in its first full leasing quarter, but the division still recorded a net loss of $435,000.
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Veir completes $110 million Series C funding round
Industry insiders say the modernization of the U.S. power grid is seeing new opportunities as AI data centers place immense pressure on existing grids. Weavegrid provides load management software to h
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Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips
Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips, with delivery expected in Q1 and Q2 2027. The company's Q3 revenue reached $7.56 billion, a ninefold year
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Nikkei Asia: Asia's AI data center boom faces "reality check" in public markets, investors skeptical of valuations
Data center companies across Asia are facing increasing scrutiny from investors following setbacks in IPOs in Australia and South Korea, and volatile stock market debuts, Nikkei Asia reported. Investo
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Citi's Head of ECM stated that investors will be more selective about IPOs recently due to increasing concerns over AI data center financing.
Citi's Head of ECM stated that investors will be more selective about IPOs recently due to increasing concerns over AI data center financing.
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AI data center company CoreWeave shares fall to lowest since May 2025, last down 5.8%
AI data center company CoreWeave shares fall to lowest since May 2025, last down 5.8%
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StoneX reiterated its "buy" rating and $57 price target for Galaxy Digital (GLXY), stating that the market undervalues its AI data center business.
StoneX analyst Mark Palmer reiterated a "buy" rating for Galaxy Digital (GLXY) in a Monday report, maintaining a price target of $57. He believes that despite market concerns over its AI data center t
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AI Data Center Bubble Concerns Intensify: NVIDIA-backed Nscale Valuation Halved by Investor Demands, Microsoft Exits Key Project
Nscale, a UK cloud computing company, previously sought to go public at a valuation of approximately $30 billion, but investors believe $16 billion to $19 billion is more reasonable, representing a va
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AI Data Center Debt Crisis Worsens: Australia's Firmus Withdraws A$44 Billion IPO, CoreWeave Bond Yields Near 15%
Firmus, an Australian data center operator backed by NVIDIA and Blackstone, withdrew its planned IPO last Friday, which was expected to be valued at up to A$44 billion (approximately US$30.5 billion).
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HD Hyundai Electric and LG CNS Partner on AI Data Center Power Infrastructure
HD Hyundai Electric and LG CNS Partner on AI Data Center Power Infrastructure
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Taihan Cable secures $89M US power cable deal amid AI data center boom
South Korea's Taihan Cable & Solution announced Thursday it has secured a high-voltage power grid project in the US, signing a 120 billion won ($89 million) cable supply contract. The deal comes as el
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LG Electronics, GS E&C and Green Revolution Cooling Partner to Develop Standardized Immersion-Cooling Systems for AI Data Centers
LG Electronics, GS E&C and Green Revolution Cooling Partner to Develop Standardized Immersion-Cooling Systems for AI Data Centers
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NVIDIA and Cisco jointly launched the USFP optical module standard, with the first product supporting single-channel 400Gb/s, increasing bandwidth density fourfold.
NVIDIA and Cisco jointly launched USFP, a new generation of ultra-high-density pluggable optical module standard, on October 12. The first product supports single-channel 400Gb/s electrical signals, i
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Wall Street's AI data center real estate bets face rising risks
Wall Street firms are increasingly pitching AI data centers as a major real estate investment, but these ventures are encountering growing political, liquidity, and project risks. Blackstone's Digital
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Lumentum CEO: Optical components sold out until 2029, with some demand gaps reaching 70%
Lumentum CEO Michael Hurlston said in a Bloomberg interview in Tokyo on Friday that the optical components manufacturer, backed by NVIDIA, has sold out all its products until early 2029, with robust A
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Oracle's stock closed down 5.5% on Thursday, as the company is trucking natural gas to power its data centers to deliver AI computing power.
Oracle is trucking compressed natural gas (CNG) to power its AI data centers, a strategy to avoid pipeline infrastructure delays and keep its construction and operational timelines on track, Bloomberg
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Oracle is transporting natural gas by truck to power AI data centers, bypassing pipeline delays threatening its expansion
Oracle is transporting natural gas by truck to power AI data centers, bypassing pipeline delays threatening its expansion. The strategy, already used in Utah and Texas, could extend to its massive 2.4
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LG Electronics has signed an agreement with AIR Control Concepts to supply cooling equipment for 5 GW of AI data center capacity in North America.
LG Electronics announced on Monday that it has entered into a long-term agreement with AIR Control Concepts to supply cooling equipment for over 5 gigawatts of AI data center capacity in North America
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Credit conditions are tightening in the AI data center financing market, with bond issuances at a discount becoming common and multiple banks adopting a more cautious approach to lending.
According to Wall Street Insights, the AI data center financing market is experiencing a significant credit tightening, with financing costs rapidly escalating. Bond investors are demanding higher dis
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AI Data Center Construction Faces Global Community Resistance, Hindering Investments in Europe and Asia
As the AI infrastructure construction boom takes off, community opposition to data centers in the US is spreading to Europe and Asia, posing risks for investors. According to research by STL Partners,
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Toshiba to double hard disk drive supply for AI data centers by fiscal 2027
Japanese technology group Toshiba plans to double its production capacity for hard disk drives used in artificial intelligence data centers within fiscal 2027, driven by surging data storage demand fr
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AI Data Center
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What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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