Data Center
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NVIDIA Plans to sign a $500 billion cooperation agreement with South Korea's SK Group
Svmuu News NVIDIA announced Friday that it will partner with South Korea’s SK Group on an AI initiative worth more than $500 billion, covering the construction of large-scale AI data centers and next-
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OpenAI Plans to Build a Data Center Complex Worth at Least $20 Billion in Georgia
Svmuu News: On Wednesday, OpenAI announced plans to build Project Camellia in Effingham County, Georgia. The project is a data center campus valued at at least $20 billion, spanning 1,400 acres and re
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Analysis: Power Supply Bottlenecks Hinder the Construction of AI Data Centers in the U.S.
Svmuu News: The rapid development of artificial intelligence is fueling a growing trend in the construction of large data centers in the United States. However, the U.S. power transmission system is a
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SemiAnalysis: As Power Bottlenecks in Data Centers Worsen, Standby Gas Generators Are Shifting to 24/7 Power Supply
Svmuu News: SemiAnalysis posted on X stating that reciprocating engines—traditional backup power equipment for data centers—are shifting from an “emergency backup” role to becoming a primary, round-th
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Donald Trump: New York State Should Immediately Revise Its Data Center Policy
Svmuu News: U.S. President Donald Trump posted that data centers are one of the biggest drivers of future jobs. They are massive and powerful, and they are also “money-making machines” for the states
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Pre-Market U.S. Stock Market Highlights: NVIDIA's 12-layer HBM4 is now in mass production and shipping; New York State plans to suspend the construction of new large-scale data centers
Svmuu News: Ahead of the U.S. stock market open, investors should pay close attention to the following key market and financial news: 1. U.S. major stock index futures are mixed. Dow Jones futures are
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CleanSpark Secures a 20-Year, $6.6 Billion Data Center Lease; Stock Jumps Over 20% in Pre-Market Trading
Svmuu News Bitcoin Mining company CleanSpark announced that it has signed a 20-year data center lease agreement with an unnamed global technology company, with a total value of approximately $6.6 bill
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New York State will temporarily ban the construction of new large-scale data centers
Svmuu News: The office of New York Governor Kathy Hochul announced that she plans to sign an executive order on Tuesday to halt the construction of large data centers for up to one year. The ban takes
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SK Hynix Announces Plans to Build Approximately 15 Gigawatts of Data Center Capacity
Svmuu News: SK Hynix announced plans to build approximately 15 gigawatts of data centers in South Korea, with an additional 5 gigawatts to be built overseas. SK Chairman Choi Tae-won stated that deman
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Source: Global Semiconductor Device Industry Revenue Could Approach $2 Trillion as Early as 2027
Svmuu News: According to the latest research from Yole Group, the global semiconductor device industry’s revenue is projected to reach $1.6 trillion in 2026 and is expected to approach $2 trillion as
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SpaceX's Colossus Data Center Faces Shutdown Order; $45 Billion Deal at Risk
Svmuu News: According to market reports, a lawsuit has been filed seeking a court order to shut down the gas turbines powering SpaceX’s Colossus 2 data center, on the grounds that they are operating w
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Data center operator Csquare plans to go public on the NYSE to raise up to $1.35 billion
Svmuu News: According to SEC filings, data center operator Csquare plans to list on the NYSE under the ticker symbol “CSQR.” The company intends to raise funds by issuing 50 million shares, priced bet
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Will the AI boom continue? Commitments to data center leasing by U.S. tech companies have reached a record high of $850 billion.
Svmuu News: The Kobeissi Letter posted on X, citing a Bloomberg report, stating, “U.S. tech companies have committed to spending a record $850 billion on data center leases over the next few years, re
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"The White-Haired Stock Guru" Serenity: Leaked documents suggest Anthropic may be planning to secure 1.4 GW of data center capacity in Australia
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that according to leaked internal documents from Anthropic, the company plans to secure approximately 1.4 GW of data center powe
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AI data center Crusoe plans to raise $3 billion, with its valuation potentially rising to $30 billion
Svmuu News: AI data center provider Crusoe Energy Systems is in talks for a new round of financing worth approximately $3 billion. Upon completion of this round, the company’s valuation is expected to
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Cisco Unveils Nexus One, Its Next-Generation Data Center Architecture, to Restructure the Network Infrastructure for AI
Svmuu News: Cisco has announced the launch of the Cisco Nexus One data center networking architecture, positioned as an open networking architecture designed for AI workloads and next-generation secur
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Data center operator Switch launches a $2 billion private financing round, led by a16z
Svmuu News: Data center operator Switch has announced the official launch of a $2 billion private financing round led by a16z. Sources familiar with the matter revealed that Switch’s post-funding ente
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Nomura Securities Team: It Is Too Early to Say Chip Stocks Have Peaked
Svmuu News: A team at Nomura Securities stated that it is still too early to conclude that chip stocks have peaked. They believe the upward momentum of chip stocks will continue for two reasons: First
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Helix, an AI infrastructure company backed by KKR, announced its entry into the data center investment sector
Svmuu News: Helix Infrastructure Partners, an AI infrastructure company backed by private equity giant KKR, has officially entered the AI data center investment arena. The company plans to accelerate
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Empery Digital Invests $65 Million in U.S. AI Data Centers, Acquiring a 25% Stake in the Project
Svmuu News Nasdaq Listed Bitcoin Caiku Enterprise Empery Digital announced that it has signed a definitive cooperation agreement with Hunt Properties to acquire a 25% equity stake in a new project ent
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Atreides Founder: DRAM Has Always Been the Most Significant Bottleneck for AI; It Will Account for 30%–40% of Data Center Capital Expenditures in 2027
Svmuu News: Gavin Baker, founder and chief investment officer of Atreides Management, discussed the “bottleneck” in the AI race during his appearance on the latest episode of the All In podcast. Gavin
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The South Korean government plans to invest approximately 550 trillion won in the construction of artificial intelligence data centers.
Svmuu News: The South Korean government is expected to invest approximately 550 trillion won in the construction of artificial intelligence data centers. (Jin Shi)
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Bernstein: The Strength of Data Center REITs Is Underestimated by Market Metrics
Svmuu News: Bernstein analysts stated in a research report that the strength of data center real estate investment trusts (REITs) is often underestimated. This is because traditional valuation metrics
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Blackstone Plans to Invest $30 Billion in AI Data Centers in Japan
Svmuu News: According to a report by the Nikkei, Jonathan Gray, President and Chief Operating Officer of Blackstone, said in a recent interview with the newspaper that the company plans to invest $30
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Blackstone's QTS and Vantage Pledge to Step Up Data Center Disclosures
Blackstone Inc.’s QTS and some of the biggest data center developers pledged to provide disclosures on their projects’ power demands, water use and ownership structures to local communities.
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AI infrastructure company Runware is building factories, aiming to achieve a prefabricated AI data center capacity of 30MW per day by 2028.
AI infrastructure company Runware is expanding its Romanian factory, planning to increase its prefabricated AI data center capacity to 30MW per day by 2028. The company aims to mass-produce modular So
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U.S. natural gas drillers expand to meet growing demand
The U.S. natural gas drilling sector is experiencing a wave of consolidation, creating larger producers better positioned to secure long-term supply agreements, as demand for natural gas continues to
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Kioxia expects net profit to surge 15-fold to $8.7 billion this quarter
Kioxia Holdings expects its consolidated net profit to surge 15-fold year on year to 1.36 trillion yen ($8.7 billion) in the October-December quarter of 2026, driven by robust demand for semiconductor
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Japanese major life insurers resume lending as rising interest rates boost returns
Major Japanese life insurers are increasing their lending, with a focus on overseas projects including data centers. This move is driven by rising interest rates making loans more attractive, and a su
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NVIDIA is in talks to provide Nscale with billions in credit guarantees for debt to develop a 460-megawatt data center, according to The Information.
NVIDIA is in talks to provide Nscale with billions in credit guarantees for debt to develop a 460-megawatt data center, according to The Information.
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Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
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Japan's KDDI to build another data center in London, investing nearly $300m for land to meet AI demand
Japan's KDDI to build another data center in London, investing nearly $300m for land to meet AI demand
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Finnish police have launched a criminal investigation into Google's data center project in northern Finland over alleged environmental damage.
Finnish police have launched a criminal investigation into alleged environmental damage caused by Google's data center project in northern Finland. The project is part of Google parent company Alphabe
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HSBC Holdings seeks to hedge data center loan risks with credit risk insurance as AI-related financing demand continues to grow.
HSBC Holdings seeks to hedge data center loan risks with credit risk insurance as AI-related financing demand continues to grow.
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Oracle shares rose 12%, with free cash flow projected to reach $30 billion by 2029.
Oracle shares rose 12% after the company told investors its bets on artificial intelligence would pay off sooner than expected. The database group anticipates free cash flow to reach $30 billion by 20
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Jim Cramer warns investors about AI stock rally risks
CNBC's Jim Cramer warned investors not to be fooled by the latest rally in artificial intelligence (AI) stocks, stating it does not mean the data center trade is out of the woods. His skepticism cente
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HSBC stated that its loans to data centers are "very small in scale."
HSBC stated that its loans to data centers are "very small in scale."
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Spain Relaxes Energy/Power Policies for Data Centers to Attract Big Tech Investment
Spain Relaxes Energy/Power Policies for Data Centers to Attract Big Tech Investment
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QTS, a data-center operator backed by Blackstone Inc., is looking to raise around $800 million through a private placement of debt, as Wall Street seeks to finance artificial intelligence infrastructure.
QTS, a data-center operator backed by Blackstone Inc., is looking to raise around $800 million through a private placement of debt, as Wall Street seeks to finance artificial intelligence infrastructu
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SpaceX has secured $40 billion in financing to purchase AI chips for its data centers
SpaceX has secured $40 billion in financing to purchase AI chips for its data centers. Entities managed by Apollo Global Management will acquire these chips and provide them to SpaceX via a financing
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Singapore-linked data center projects are facing increasing rejection in Indonesia
Singapore-linked data center projects are facing increasing rejection in Indonesia, particularly on Batam Island, due to growing concerns over water supply problems and power outages amid an AI-driven
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SoftBank Group is discussing a $50 billion AI investment plan in Malaysia
SoftBank Group is discussing a $50 billion AI investment plan in Malaysia, focusing on artificial intelligence and data centers, as the Japanese technology conglomerate looks to expand its AI infrastr
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Elon Musk says he expects to see a lot of stranded compute in partially complete data centers.
Elon Musk says he expects to see a lot of stranded compute in partially complete data centers.
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A CNBC survey reveals that Donald Trump is advocating for large-scale AI infrastructure development, but his constituents generally oppose the construction of AI data centers near their homes.
A recent CNBC survey found that despite Donald Trump prioritizing U.S.-China AI competition as a national security imperative and promoting AI technology development and data center construction, his
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Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says
Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says
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NVIDIA GB200 Mass Production and AI Compute Power Flow: Power Shortage Becomes Key to 2026 Industry Landscape
As NVIDIA's GB300 series AI chips dominate the market in 2026, global AI data center electricity demand is surging at an unprecedented rate. By 2026, AI-optimized servers are projected to consume 31% of total data center electricity, surpassing traditional servers in 2027. Factors such as grid interconnection delays and rising wholesale electricity costs have made power, rather than chip supply, the primary bottleneck for AI infrastructure expansion. This article will delve into this trend and analyze the strategic deployments adopted by various parties in the industry chain to address the power challenge.
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Analysis of the KLT (KELTA) Project: A Look Back at Its Current Status and Risks, Having Once Been Positioned as a Data Center Token
KELTA (KLT) was once an ERC-20-based utility token project that raised funds through an ICO in 2018. It aimed to tokenize computing power and promised to provide passive income to holders. The project claimed that each KLT token represented 1 watt of data center capacity. However, as of 2022, its application is no longer available, and the associated company was listed as “unfunded” in 2026 with only one employee. Multiple sources have pointed out that its services are complex, its terms are questionable, and there are custody risks. This article will review the KELTA project’s historical context, its ICO details, and its current status.
Data Center
24H Trending
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Coinbase is down 14.04% from its previous close, now trading at $138.050.
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Coinbase leads sell-off in crypto-related stocks after Binance's $6.3 billion hack, with Circle and Strategy shares plummeting.
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NVIDIA is down 5.17% from its previous close, now trading at $202.620.
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Gold is down 3.45% from its previous close, now trading at $3,883.36.
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Gold prices fell to $3,883.36, hitting a near 365-day low.
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An Analysis of Potential Issues in the Operation of China's Digital Yuan
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Chainalysis: Binance Hackers Deployed Unprecedented Money Laundering Tactics, Rapidly Converting $6.3 Billion in Stolen Funds
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SuperVerse (SUPER) Issuance and Circulation: Total Supply, Unlocking, and Deflationary Mechanisms Explained
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What is ELTCOIN? Project Positioning and Market Status
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AI investing sector had a rough week with key ETFs down 4-29% and major tech stocks falling up to 25%, as investors question profitability and analysts suggest taking profits.
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