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AI Data Center
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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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Chevron and Microsoft Reach 20-Year Agreement to Supply 2.67 Gigawatts of Power for AI Data Centers, Opening New Revenue Stream
Chevron’s 20-year take-or-pay agreement with Microsoft will provide 2.67 gigawatts of electricity for AI data centers, creating a new revenue stream for the oil giant.
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GE Vernova's backlog reached $176 billion, a 37% year-over-year increase, primarily driven by demand for AI data center construction.
GE Vernova (NYSE: GEV) reported a backlog (remaining performance obligations) of $176 billion at the end of the second quarter, a 37% increase year-over-year and a $13 billion increase from the end of
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AI mining stocks Hut 8 fell 11%, TeraWulf fell 5%, and IREN fell 3%, with analysis pointing to profit-taking as the cause.
Hut 8 (NASDAQ:HUT) shares fell 11% to $78.54 in early Friday trading, despite the company having a $19.6 billion contracted backlog for AI data centers. TeraWulf (NASDAQ:WULF) fell 5% to $15.58, and I
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On the eve of the US midterm elections, the controversy surrounding AI data centers has become a focal point for both parties, with the Governor of Pennsylvania signing an executive order for stringent development standards.
As the US midterm elections approach, the controversy surrounding AI data centers is becoming a bipartisan concern. Pennsylvania Governor Josh Shapiro signed an executive order on Tuesday, setting str
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Ideal Power Positions B-TRAN Semiconductor Technology to Address Growing Power Demands of AI Data Centers, Sales Funnel Exceeds $400 Million, and Relates to NVIDIA 800V Architecture Opportunity
The company is advancing B-TRAN prototype development to meet the growing demand for solid-state circuit protection in AI data centers, energy infrastructure, and automotive applications. David Somo,
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Aramark's Q3 revenue grew 9% to $5 billion, with strong momentum in AI data center business.
Aramark (NYSE: ARMK), a food service and facilities management company, announced its third-quarter results, with organic revenue increasing by 9% year-over-year to $5 billion and adjusted earnings pe
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Baron Small Cap Fund says Legence (LGN) benefits from the AI data center boom, with Q2 revenue and cash flow doubling, and order backlog reaching a record high.
Baron Small Cap Fund noted in its Q2 2026 investor letter that Legence Corp. (NASDAQ:LGN), an engineering and construction services provider, doubled its revenue and cash flow during the quarter and a
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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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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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