Data Center
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Japan's Kioxia market value has shrunk by two-thirds from its peak due to intensifying competition from Chinese chipmakers.
Kioxia Holdings, a Japanese memory chipmaker, has seen its market capitalization shrink by two-thirds from its peak four months ago, primarily due to rising interest rates threatening the data center
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Dan Ives calls AI stock selloff a clear buying opportunity, citing strong demand and chip shortage
Wedbush analyst Dan Ives states that the sharp declines in AI infrastructure companies like CoreWeave ($CRWV), IREN ($IREN), and Nebius ($NBIS) are buying opportunities, not warning signs. Despite ris
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Dell shares plunged 11% on Wednesday after Barclays downgraded the stock, triggering a sell-off in the data center sector amid concerns about the "timing of enterprise AI adoption."
Dell's stock plunged 11% on Wednesday, dragging down shares of data center equipment manufacturers such as Hewlett Packard Enterprise (HPE), Oracle, and Super Micro. This followed a report from Barcla
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Digital Realty (DLR) offers De Soto, Kansas residents $10,000 each over 10 years to ease backlash against its planned 1,400-acre AI data center
Digital Realty (DLR) is offering households in De Soto, Kansas, $1,000 annually for 10 years to ease opposition to its planned 1,400-acre data center. The payments would come from a $20 million commun
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BlackRock CEO Fink Warns: Pause in Data Center Construction Could Trigger Recession
BlackRock CEO Larry Fink stated in a CNBC interview on Wednesday that a halt in data center construction in the U.S. could lead to a recession. He noted that a significant portion of the U.S. economy
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U.S. Senate Fails to Advance Ratepayer Protection Act
The U.S. Senate failed to advance the Ratepayer Protection Act in a procedural vote, falling short of the 60 votes needed with 57 in favor and 43 opposed. The bill aims to protect households and small
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India's National Investment and Infrastructure Fund plans to invest up to $800 million in data centers.
India's quasi-sovereign wealth fund, the National Investment and Infrastructure Fund (NIIF), plans to invest up to $800 million in data centers and related businesses. Sanjiv Aggarwal, CEO of the fund
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OCP Summit: 800V DC Power Architecture Rises, Power and Cooling Become New Bottlenecks for AI Infrastructure Expansion
Discussions at the OCP Global Summit indicate an accelerated migration towards 800V DC power architectures, aiming to enhance power conversion efficiency as rack power density evolves from the current
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Bank of America Securities: The AI computing power war is shifting from single chips to systems, with electricity, cooling, and networking becoming new battlegrounds.
Bank of America Securities reports that the basic computational unit for AI has upgraded from a single chip to an entire rack system. Power supply, cooling capacity, and network interconnectivity are
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Microsoft added over $130 billion in data center leases in a single quarter, planning to more than double its computing capacity by 2032.
Microsoft's regulatory filing on Wednesday revealed that the company added over $130 billion in data center leases in a single quarter, bringing its total commitments to $329.1 billion, a significant
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Jim Cramer advises holding off on newly public AI infrastructure stock Accelevation Holdings
CNBC's Jim Cramer recommends investors delay buying shares of Accelevation Holdings, a newly public AI infrastructure company. Cramer cited two main reasons: increasing caution regarding data center s
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SB Energy to build data center and power plant in Ohio for SoftBank's AI drive
SoftBank Group's SB Energy is undertaking infrastructure development for CEO Masayoshi Son's artificial intelligence initiative, with plans to transform a former uranium enrichment plant site in Piket
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Australia's copper mines boom as coal struggles to survive
Australia's resource sector is experiencing a divergence, with copper mines seeing strong investment due to demand from electric vehicles and data centers, while the coal industry faces challenges as
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Samsung Electronics unveiled its next-generation AI data center memory strategy, including HBM5 and PIM technologies, at the OCP Summit.
Samsung Electronics on Tuesday outlined plans to enhance AI data center performance through faster memory, expanded capacity, and more efficient storage at the Open Compute Project Global Summit 2026
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Data Center Operator AirTrunk Is Said to Delay $1.5 Billion IPO
Data center operator AirTrunk is delaying a planned initial public offering until next year, as higher interest rates and market volatility temper investor demand, according to people familiar with th
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Wallstreetcn Analysis: The AI frenzy exhibits characteristics of both the "dot-com" and "real estate" bubbles, with global capital pouring into core US AI sectors, reaching $4.9 trillion in holdings.
Wallstreetcn.com cited a CICC research report, which analyzed that the current AI industry possesses both hard-tech and "real estate-like" attributes simultaneously, with its financing model shifting
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LS Electric secures $138.5 million US power equipment deal with Bloom Energy for data center
LS Electric has signed a $138.5 million contract with US-based Bloom Energy to supply power distribution equipment for a major technology company's data center in Pennsylvania. This agreement brings t
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NTT to build Anthropic's first Japan data center
NTT Data Group is in final talks to build U.S. AI company Anthropic's first dedicated data center in western Japan. The facility, potentially costing $6.3 billion, is expected to have one of the count
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NVIDIA Unveils Vera Rubin Architecture Design at OCP Global Summit to Power Global AI Factory Expansion
NVIDIA announced at the OCP Global Summit that it has contributed the Vera Rubin rack and compute tray designs through the open MGX architecture, creating a common foundation for next-generation AI in
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China's optical chip giant, Yuanjie Technology, expects Q3 net profit to surge by up to 660%, with revenue approaching the 700 million yuan mark.
Yuanjie Technology, a Chinese A-share optical chip giant, disclosed its Q3 2026 performance forecast, expecting single-quarter operating revenue to reach RMB 650 million to RMB 700 million, a year-on-
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FT: Investors optimistic on AI hyperscalers, creditors eye data centre lease liabilities
Financial Times reports that while equity investors are looking to sunny futures for AI hyperscalers, creditors are scrutinising liabilities such as leases on data centres.
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Ukraine strikes Russian tech giant Yandex's data center for third time this week, forcing operations suspension; Trump calls for new Ukrainian president
Ukraine launched a drone strike on a Yandex data center near Moscow on Sunday, damaging the facility and forcing the Russian tech giant to suspend its operations. This marks the third attack on Yandex
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Former Intel CEO Pat Gelsinger: AI is sparking a hardware "renaissance," and data centers may face a wave of defaults due to power shortages.
Pat Gelsinger, General Partner at Playground Global and former Intel CEO, stated in an in-depth interview on a16z that while AI simplifies chip design, physical bottlenecks in manufacturing, memory, a
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Amazon will stop signing non-disclosure agreements with local governments in data center deals, following a similar move by Microsoft.
Amazon announced it will stop using non-disclosure agreements (NDAs) when negotiating data center deals with local governments, following a similar move by Microsoft earlier this year. This decision c
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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.
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