Technology ❯ Artificial Intelligence ❯ Infrastructure

Data Centers

Investment Energy Consumption Cloud Computing OpenAI High-Performance Computing Nvidia Hyperscalers Semiconductors Investment Trends Environmental Impact

Analog Devices Beats Estimates and Lifts Q4 Outlook on Strong AI Power Demand

Rising demand for power-management plus data-center components is driving a stronger forecast with higher margins next quarter.

Nvidia Caps Guarantee at $105 Billion and Invests $1.5 Billion in Ohio AI Campus

Oracle's $638 Billion AI Backlog Recasts Its Growth Path

WhiteFiber Agrees to Buy Two Yadkin County Sites for $60 Million to Expand AI Data Centers

Nvidia Launches $500 Billion Compute‑Financing Push While Cutting Ohio Data‑Center Guarantee

States Move to Rein In AI Data‑Center Buildout

Bloom Energy Soars on AI Data‑Center Demand While Execution Questions Loom

SanDisk Lays Out Multi‑Year AI Storage Plan and Boosts Share Returns

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Riot Platforms Discloses 20‑Year, 191 MW Rockdale Lease for AI Compute

Nvidia Signs MoUs With Six Financial Giants to Mobilize $500 Billion for AI Compute

Bloom Energy Wins MiTAC Microgrid Work as AI Power Demand Spreads to Manufacturers

Caterpillar Posts Record Quarter as Data‑Center Demand Swells Backlog

Alphabet Prices $25 Billion Ten‑Tranche Bond to Fund AI Buildout

Beshear Issues Statewide Rules for Data Centers to Protect Ratepayers

Michael Burry Shorts Nebius as Market Prepares for Q2 Test

AZIO AI Signs Agreement for Up to 128 NVIDIA HGX B300 Systems

Mubadala Eyes ¥1 Trillion AI Data Center in Akita, Japan

Hut 8 Posts 81% Revenue Gain and $177 Million GAAP Loss

Arthur Hayes Calls AI Infrastructure a Credit Bubble That Could Push Bitcoin to $1 Million