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Data Center
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New Era Energy & Digital (NUAI) has been granted a construction permit for a critical data center project in Texas, with a total estimated capacity of 757MW.
New Era Energy & Digital (NASDAQ:NUAI) announced that its critical data center project in Texas has received development structure and driveway entrance permits from Ector County and has submitted a N
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Korean builders accelerate entry into AI data center market, driven by generative AI boom; JLL forecasts 14% annual growth to 2030 and $3 trillion infrastructure need
Korean builders accelerate entry into AI data center market, driven by generative AI boom; JLL forecasts 14% annual growth to 2030 and $3 trillion infrastructure need
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Jim Cramer names 6 AI stocks to watch, citing AI data center trade regaining market leadership
CNBC host Jim Cramer stated that the AI data center trade has regained market leadership, highlighting Nvidia (NVDA), CoreWeave (CRWV), Nebius (NBIS), Intel (INTC), Super Micro Computer (SMCI), and Lu
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Analysts Predict NVIDIA Stock to Reach $300 by End of 2026 as Company Expects Data Center Capex to Exceed $1 Trillion Next Year
Yahoo Finance analyst Keithen Drury predicts that NVIDIA's stock price could reach $300 by the end of 2026. This forecast is based on NVIDIA's own expectation that hyperscale data center capital expen
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Analysis suggests Bloom Energy is a smarter investment choice among AI energy stocks than Oklo.
Yahoo Finance published an article analyzing that despite Oklo's long-term growth potential in the micro-reactor field, its valuation is too high, and it has not yet achieved meaningful revenue. In co
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First Trust RBA American Industrial Renaissance® ETF (AIRR) Faces September Rebalance Challenge, May Shed Data Center Construction-Related Winners
The ETF has approximately $10 billion in assets under management, primarily investing in companies that provide electrical and mechanical services for data center construction in the US, making it a d
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Aoris International Fund noted in its Q2 2026 investor letter that Amphenol (APH) benefited from data center infrastructure build-out, with its data center revenue growing 81% year-over-year in the March 2026 quarter.
Aoris International Fund noted in its Q2 2026 investor letter that Amphenol (APH) benefited from data center infrastructure build-out, with its data center revenue growing 81% year-over-year in the Ma
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Marvell Technology stock is down 37% from its highs, with analysts viewing the pullback as an opportunity due to strong AI data center demand.
Marvell Technology's shares have fallen amid investor caution on AI-linked stocks, despite the company reporting 28% year-over-year revenue growth. Management projects total revenue growth of 40% to $
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Fund manager Bob Robotti: "HALO" non-tech stocks can benefit for years from AI infrastructure build-out, citing massive spending on data centers and AI infrastructure
Fund manager Bob Robotti believes that massive spending on data centers and AI infrastructure can benefit "HALO" companies—those with hard assets and low obsolescence—offering investors a less expensi
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Red-Hot Power Stocks Are Losing Steam
The data center backlash and recent regulatory changes are complicating the picture for power plant owners, challenging their previous advantage of rising demand outstripping new supply.
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SEC Exempts Data-Center Bonds From Key Securitization Rules
The U.S. Securities and Exchange Commission has made it easier for data center owners to sell asset-backed securities by exempting them from key securitization rules, potentially opening the door for
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Marvell Technology (MRVL) reported a 27.6% year-over-year increase in Q2 revenue to $2.42 billion, with data center revenue growing by 27.2%. However, net profit margin fell to 1%, and EPS dropped by 80% to $0.04.
Marvell Technology (MRVL) announced its latest quarterly earnings, with revenue increasing by 27.6% year-over-year to $2.42 billion. Data center revenue grew by 27.2% to $1.83 billion, becoming the pr
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Analysis highlights Vertiv (VRT) as a key beneficiary of the AI data center boom, citing its power and cooling solutions and strong revenue growth
An analysis points to Vertiv (VRT), a leader in power and cooling solutions for data centers, as an underappreciated player in the artificial intelligence (AI) boom. The company is addressing the elec
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AMD's Q2 revenue grew 50% to $11.54 billion, with data center revenue soaring 107%, and analysts believe its AI growth potential is huge.
AMD announced its second-quarter earnings, with revenue increasing by 50% year-over-year to $11.54 billion, exceeding market expectations of $11.28 billion. Adjusted earnings per share (EPS) surged by
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Realty Income (O) raises adjusted FFO outlook to $4.44-$4.45 per share and investment outlook to $10 billion, citing hyperscale data center joint venture
The real estate investment trust (REIT) recently formed a programmatic joint venture with Cloud Capital to invest in hyperscale data centers, initially holding over $6 billion in assets. Realty Income
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Elon Musk states AI requires more power than the U.S. grid can handle, citing states slowing data center construction
Tesla CEO Elon Musk argues that artificial intelligence's power demand exceeds the capacity of the U.S. power grid. He points to New York and Texas slowing the construction of AI data centers due to h
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UAE's sovereign wealth fund Mubadala in talks to invest in a major Japanese data center, Nikkei reports
UAE's sovereign wealth fund Mubadala in talks to invest in a major Japanese data center, Nikkei reports
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Rep. Ro Khanna to introduce "Data Center Bill of Rights" to give communities power to reject AI power plants amid rising utility costs
The resolution aims to empower local communities to reject data center construction, bar facilities within 2,500 feet of homes or schools, and ensure utility bills do not increase due to their energy
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Bloom Energy's AI data center backlog reached $20 billion in early 2026, with product backlog increasing by 140% year-over-year, primarily driven by AI-powered demand.
In its Q2 2026 earnings update, Bloom Energy noted a continued increase in its AI data center backlog, growing faster than revenue. As of early 2026, the total backlog reached $20 billion, with produc
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Furukawa Electric to invest $635 million in Japan, US, Brazil, and India to double optical fiber production capacity amid AI boom, serving data centers.
Furukawa Electric to invest $635 million in Japan, US, Brazil, and India to double optical fiber production capacity amid AI boom, serving data centers.
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Big Tech firms including Microsoft, Meta, Oracle, Amazon and Alphabet have committed approximately $1.16 trillion in future lease payments for AI data centers, Reuters reports
The commitments, largely for data centers needed to power the artificial intelligence boom, represent a substantial part of these companies' AI spending spree that has already been locked in. These pa
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Jim Cramer calls current market “most exciting moment” of his career as $1.2 trillion data center boom pushes Dow to record high
Cramer stated on CNBC that the $1.2 trillion data center capital expenditure wave, driven by AI infrastructure, is growing at 30% annually, presenting a "generational opportunity" for investors. He no
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Marvell Technology (MRVL) Q1 FY2027 revenue increased by 27.6% to $2.418 billion, and management expects full-year FY2027 revenue growth to accelerate.
The company, which provides custom chips and optical networking solutions for hyperscale data centers, reported data center revenue of $1.833 billion, accounting for 76% of its total revenue. Marvell
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DeepSeek targets 1 GW AI data center expansion in Inner Mongolia, with part of capacity operating by late 2027 or early 2028: Bloomberg
The Hangzhou-based AI startup's plan for roughly 1 GW of computing capacity in Ulanqab, Inner Mongolia, would involve a combination of company-owned infrastructure and leased capacity. However, the 1
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Anthropic's safety warning weighs on data center stocks, but compute demand still outstrips supply
Anthropic's safety warning weighs on data center stocks, but compute demand still outstrips supply
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AI Boom to Double U.S. Data Center Gas Demand to 15 Bcf/d by 2035, Potentially Ending Era of Cheap Gas: BNEF
BloombergNEF forecasts that U.S. data centers could add 15 billion cubic feet per day (Bcf/d) of natural gas demand by 2035, more than double its previous forecast. Gas is expected to supply 69% of ne
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Trump: There is a sick conspiracy going on against AI and data centers
Trump: There is a sick conspiracy going on against AI and data centers
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Google's parent company, Alphabet, is purchasing nuclear power for its AI data centers, which analysts believe indicates confidence in demand over the next decade.
Yahoo Finance analysts noted that Alphabet's move reflects the company's confidence in the demand outlook for AI data centers over the next decade. Analysts believe that Alphabet, which already owns t
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Moody's: AI Boom to Drive $110 Billion U.S. Power Buildout by 2030, Data Centers Could Consume 10% of U.S. Electricity
According to Moody's, America’s data center boom will require $110 billion to add 45GW of power capacity through 2030. More than 30GW is expected to come from natural gas, requiring an extra 4 billion
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Iron Mountain CFO expects long-term growth portfolio expansion over 20%, driven by data centers and digital solutions
Iron Mountain CFO Barry Hytinen stated at Goldman Sachs' 2026 Communacopia + Technology Conference that the company's growth portfolio, including data centers, asset lifecycle management (ALM), and di
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AI cooling company Modine Manufacturing's data center sales surged 90%, raising full-year guidance.
Modine Manufacturing (NYSE: MOD) announced its first quarter fiscal year 2027 results, with data center sales increasing by 90% year-over-year to $348.6 million, and its backlog doubling. Management r
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Canada's Concord Pacific Developments Inc. acquired a wind farm for several hundred million CAD, and its CEO said the company is also planning to move into data centers.
Concord Pacific Developments Inc. acquired a field of fifty wind turbines from Potentia Renewables Inc. for several hundred million Canadian dollars, deepening the Canadian developer’s long-term bet o
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If the Democratic Party regains control of the House of Representatives, the data center industry will face pressure for stricter environmental and regulatory safeguards.
Wall Street Insights quoted Politico as reporting that Democrats are expected to pressure the administration to establish stricter environmental and regulatory safeguards and require data centers to b
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India's data center boom is creating a new engine for its renewable energy industry, with data centers expected to consume 3% of the country's total electricity by 2030
The rapid expansion of data centers, driven by India's push to become an AI hub, is increasing the bankability of battery-backed solar and wind projects, as data center companies are willing to sign l
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The data center industry is experiencing an IPO wave, with nearly ten companies having gone public or preparing to do so in the past year, aiming to meet the multi-trillion-dollar capital demands for AI infrastructure.
After a wave of privatizations in 2021-2022, the data center industry is once again turning to public markets. Recently listed or IPO-bound companies include Blackstone Digital Infrastructure Trust, C
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Developers propose building data centers in Scotland to utilize its surplus wind power for AI and the digital economy, addressing grid capacity issues.
Developers propose building data centers in Scotland to utilize its surplus wind power for AI and the digital economy, addressing grid capacity issues.
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NVIDIA announced a partnership with Australian partners to build up to 2 gigawatts of AI infrastructure by 2027.
Nvidia announced on September 9 a strategic partnership with Australian Nvidia Cloud Partners (NCPs) and AI infrastructure providers, planning to build up to 2 gigawatts (GW) of AI infrastructure in A
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ABM Industries (ABM) saw its free cash flow surge by over $150 million in the first nine months, leading to an upward revision of its full-year guidance, though business segment performance varied.
ABM Industries (ABM) reported a free cash flow increase of over $150 million year-over-year for the first nine months of fiscal year 2026, reaching $199.6 million. The company raised its full-year fre
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NXP Semiconductors CEO: Company Positioning Itself as a "Physical AI" Leader, Expects Data Center Revenue to Reach $500 Million This Year
NXP Semiconductors (NASDAQ:NXPI) CEO Rafael Sotomayor stated at the Goldman Sachs Communacopia + Technology Conference that the company is combining security, functional safety, real-time processing,
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Pennsylvania Data Center Limits Are a Threat to Gas Firms, Trade Group Says
According to an industry trade group, Pennsylvania Governor Josh Shapiro’s new restrictions on data center development threaten a key source of demand growth for shale gas producers in the state.
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AMD Expands Into Rack-Scale AI, Eyes $220 Billion Server CPU Market by 2030
Advanced Micro Devices (AMD) executives stated at the Goldman Sachs Communacopia + Technology Conference that the company is expanding its role in artificial intelligence from a semiconductor supplier
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UAE plans €40 billion ($46.4 billion) investment in Germany, with data centers and AI as key focus areas
The investment package, announced during UAE President Sheikh Mohamed bin Zayed Al Nahyan's state visit to Germany this week, includes approximately 1 gigawatt of new data-center capacity. The two cou
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Bloomberg: Microsoft plans to triple its global data center capacity to 38GW by 2032 to address AI hashrate shortages.
Bloomberg reports that Microsoft plans to more than triple its global data center capacity to over 38 gigawatts (GW) by 2032, up from approximately 12 GW currently. Sources familiar with the matter st
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Oracle raises data center revenue forecast as AI strategy accelerates, reports significant capital expenditure increase to compete with rivals.
Oracle raises data center revenue forecast as AI strategy accelerates, reports significant capital expenditure increase to compete with rivals.
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Nvidia partners with 8 Australian firms to build out 2GW AI computing capacity by 2027
Nvidia announced on Thursday that it is partnering with eight Australian data center and cloud companies to expand AI computing capacity in the country, targeting a buildout of up to 2 gigawatts by 20
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Building U.S. data centers is getting so expensive that AI companies are moving overseas
AI companies are increasingly looking abroad for opportunities to build data centers, driven by mounting costs, public backlash over energy and water consumption, and the search for cooler climates in
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Optical Cable (OCC) Q3 sales rose 22% to $24.3M, net income $1.9M ($0.21/share), driven by strong demand in enterprise, data center and specialty markets, despite supply constraints.
Optical Cable (OCC) Q3 sales rose 22% to $24.3M, net income $1.9M ($0.21/share), driven by strong demand in enterprise, data center and specialty markets, despite supply constraints.
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CoreWeave CEO Says US Data Center Backlash Won't Stop AI Infrastructure Build-Out
CoreWeave CEO Michael Intrator stated at the Goldman Sachs Communacopia & Tech Conference that despite local opposition blocking or delaying 75 data center projects worth $130 billion in the first thr
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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.
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