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Hyperscale Computing

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Western Digital Hits Record High After Morgan Stanley Lifts Price Target to $650

Analysts say rising AI and hyperscaler storage demand could tighten supply and boost HDD pricing and margins.

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

POET Raises $400 Million and Secures Lumilens Pact to Speed AI Photonics Push

Super Micro Tumbles After Report Oracle Canceled $1.1–$1.4 Billion AI Rack Deal

Applied Optoelectronics Lands New $71 Million 800G Order, Lifting Hyperscaler Total to $124 Million

Meta to Fund Seven Gas Plants, Transmission to Power Louisiana AI Campus

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

Florida Senate Backs Data Center Guardrails; House Version With Siting Limits Moves Forward

Judge Rejects Bid to Halt OpenAI–Oracle Data Center as DTE Nears Second Michigan Deal

Vertiv Lifts 2026 Outlook Well Above Wall Street as AI Data-Center Orders Surge

TotalEnergies Inks 15-Year, 1 GW Solar PPAs to Power Google’s Texas Data Centers

High Court Clears Legal Challenge as UK Admits Error in Iver Data Centre Approval

PJM and Data Center Groups Ask FERC To Toss Market Monitor’s Large‑Load Case

Howell Township Imposes Six-Month Pause on Data Centers as Meta Link Surfaces

DTE Energy Advances 7 GW Data Center Talks, Sets 2026 Storage Timeline