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AI Data Center
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LG Electronics will invest $110 million to build a cooling system factory in Virginia, USA, with production expected to begin in the first half of 2027.
LG Electronics will invest $110 million (150 billion Korean won) to build a cooling system factory in Virginia, USA, with production expected to begin in the first half of 2027. The factory will prima
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Private equity giants Blackstone, KKR, and others have poured over $5.3 billion into the off-grid power market for AI data centers.
Wallstreetcn.com reports that private equity giants such as Blackstone, KKR, Apollo, and Brookfield are heavily investing in off-grid power solutions to address the power bottleneck of AI data centers
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LG Electronics launches modular cooling system to accelerate AI data center construction and support phased expansion
LG Electronics said on Tuesday it is launching a modular cooling system designed to accelerate AI data center construction and allow operators to gradually expand as computing demands grow. Its new Hy
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Jim Chanos, founder of the renowned short-selling firm Chanos, warned that the incremental ROIC for cloud giants peaked in 2024 and is expected to fall below WACC by mid-2027.
Jim Chanos stated in a recent podcast that Chanos & Co has been focusing on the capital returns of hyperscale cloud vendors since early 2025, finding that their incremental return on invested capital
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Report: AI Data Center Construction Fuels Blue-Collar Job Market Boom, but Public Opposition and Policy Restrictions May Pose Risks
CNBC reports that despite growing public backlash against AI data centers and some state governments slowing their development, data center construction has created a job boom for blue-collar industri
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Crusoe abandons $1.25 billion plan, will no longer use Boom Supersonic turbines to build AI data centers.
Crusoe has abandoned its $1.25 billion partnership with Boom Supersonic, which was originally planned to power its AI data centers using Boom's turbines. Boom Supersonic CEO Blake Scholl confirmed on
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Japan Regulator Is Boosting Scrutiny of AI Data Center Financing
Japan’s Financial Services Agency is stepping up its scrutiny of financing for AI data centers by the country’s biggest banks and life insurers, as major financial institutions increase their exposure
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SoftBank's SB Energy IPO Delayed to October Amid Questions Over $50 Billion Valuation and Reduced NVIDIA Support
SB Energy, a SoftBank subsidiary, has postponed its IPO, originally slated for this month, until mid-to-late October due to investor concerns over its target valuation of $50 billion or more. The comp
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South Korea's LG Electronics and SK Enmove partner to develop AI data center cooling technologies
South Korea's LG Electronics and SK Enmove on Wednesday agreed to jointly develop next-generation cooling materials and technologies for artificial intelligence data centers and other high-heat applic
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South Korea confirms first project under US investment agreement: Plans over $20 billion gas-fired power plant in Texas to supply electricity to AI data centers and chip factories
According to a Reuters report on September 22, South Korea has confirmed that the gas-fired power plant is the first project under the trade agreement finalized with the United States last November. W
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Samsung Electronics broke ground on a new HVAC factory in Gwangju, South Korea, investing $179 million to expand production of AI data center cooling systems.
Samsung Electronics held a groundbreaking ceremony on Monday for a new FlaktGroup heating, ventilation, and air conditioning (HVAC) plant in Gwangju, South Korea, aiming to expand its capacity to supp
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AI data center company Nscale has publicly filed for a U.S. IPO, seeking to raise up to $3 billion. NVIDIA holds over 5% of its shares, and it has secured a $45 billion lease commitment from Anthropic.
London data center operator Nscale has officially filed for an IPO with the U.S. Securities and Exchange Commission, seeking to raise up to $3 billion in New York to expand its infrastructure supporti
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AI data center demand surges, with planned long-duration energy storage projects in the US increasing more than fivefold since early 2025. Tech giants like Meta and Google are making massive bets.
According to Bloomberg, since early 2025, long-duration energy storage projects in the US that have been announced, approved, or completed financing have reached at least 150 GWh, a more than fivefold
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US Republicans plan to fast-track legislation requiring AI data centers to cover their own electricity and infrastructure upgrade costs.
U.S. Senate Republicans are considering an expedited legislative process to advance a bill before the November elections. The bill aims to address the impact of power-hungry data centers and curb risi
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Philadelphia officials propose building AI data centers in communities affected by industrial pollution, sparking protests from local residents.
Philadelphia officials have proposed building AI data centers in Northeast Philadelphia and the Grays Ferry neighborhood, the latter of which was once home to the largest oil refinery on the U.S. East
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Yahoo Finance Analysis: Bloom Energy's FY2025 revenue is projected to be nearly $2 billion, a 37.3% year-over-year increase, but with a net loss of $88.4 million; NANO Nuclear Energy's revenue for the same period was zero, with a net loss of $40.1 million.
Yahoo Finance analysis indicates that fuel cell manufacturer Bloom Energy achieved revenues of nearly $2 billion in fiscal year 2025, marking a year-over-year increase of approximately 37.3%, but incu
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Hyosung Heavy Industries wins $286M US extra-high-voltage transformer orders for AI data centers
The South Korean company secured 386.5 billion won ($286 million) in orders this month from two major US technology companies. The contracts cover 765-kilovolt and 345-kV transformers for new AI data
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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
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 specifically expressed dissatis
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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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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
24H Trending
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Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
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Nikkei Asia: Iranian separatists intensify attacks and seize territory in response to a potential full-scale US assault.
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What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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China's tech stocks lose luster as STAR 50 Index plunges over 40% from July peak, CATL falls 37% YTD amid AI profit doubts
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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Obama criticizes Trump's Iran war, citing US vulnerability and rising oil prices
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Thailand's Kasikornbank taps AI to expand wealth management customer base
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Iran's Islamic Revolutionary Guard Corps claims to have shot down a US-made MQ-1 drone near the Strait of Hormuz.
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