Data Centers

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Nvidia’s AI Lead Holds as AMD Seeks the No. 2 Slot

Investors are weighing an entrenched platform against a challenger positioning for dependable second-source status.

Iran Labels U.S. Tech Firms Legitimate Targets, Expanding War to Commercial Cloud Infrastructure

Micron Extends Yearlong Rally as AI-Fueled Memory Shortage Triggers Fresh Price Spikes

Pew Survey Shows Rising Public Opposition to Data Centers as Sanders Pushes Moratorium

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

Meta Details Four New MTIA Chips as In-House AI Push Accelerates

Creekstone Secures 13,000-Acre Utah Lease and County Approval for Over 1 GW of Solar to Power Delta Data Center

Oracle Reaffirms 4.5GW AI Build as Abilene Expansion Lease Falls Through

Texas Pacific Land Lifts Dividend 12.5% as February Rally Highlights AI and Oil Drivers

Marvell Rallies as 1.6T Interconnect Wins Lift Outlook and Quell Hyperscaler Fears

Alphabet’s AI Engine Fuels Growth as Record 2026 Capex Plan Tests Cash Flow

Broadcom Lifts Outlook as AI Revenue Soars and Six Custom-Chip Deals Deepen

Joliet Plan Commission Backs 795-Acre Data Center, Sending Project to City Council

Aikido Plans Underwater Data Centers Inside Floating Wind Turbines, With North Sea Pilot This Year

Aurora Panel Advances Data Center Rules, Keeps Public Review Going

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

Texas Grants 6 GW Clean Air Permit for Fermi’s 11 GW Project Matador

Nvidia Escalates CPU Push Against Intel and AMD as AI Workloads Evolve

Hood County Rejects Data Center Moratorium Again as Hays County Seeks State Authority

Cipher Digital Misses Q4 Targets as Pivot to HPC Secures 600 MW in Deals