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Arista Networks Tipped to Top 2026 Guidance as AI Data‑Center Spending Surges

Investor forecasts point to a wave of data‑center buildouts that could favor networking suppliers over chipmakers.

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

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

AMD to Backstop $300 Million Goldman Loan for Crusoe AI Chips, Report Says

HUMAIN Puts $3 Billion Into xAI Before SpaceX Deal, Becoming Significant Minority Owner

NexGen in Early Talks With Data‑Center Firms on Financing Uranium Mine as Rook 1 Clears Key Permit

BHASHINI Completes Shift to Yotta’s Sovereign AI Cloud With Faster Performance, Lower Costs

CoreWeave Draws Fresh Bullish Calls as Backlog Strength Meets Execution Scrutiny

Data Centers Drive U.S. Gas Power Boom, Pushing Nation to Top of Global Pipeline

QTS Ends $12 Billion DeForest Data Center Bid After Village Declares Plan Not Feasible

OpenAI Vows Stargate Campuses Won’t Raise Local Power Bills

xAI Reports $1.46 Billion Q3 Loss as Spending Nears $1 Billion a Month

WhiteFiber Lands 10-Year, 40-MW AI Colocation Deal With Nscale Worth About $865 Million

Southfield Data Center Proposal Advances as Council OKs Site Plan Review

TikTok to Build $38 Billion Wind-Powered Data Center in Ceará, Its First in Latin America

Forestalia’s €12 Billion ‘Project Búfalo’ Secures Aragón Fast-Track for Three Data‑Center Campuses

Canaccord Lifts IREN Price Target to $70 After $9.7 Billion Microsoft GPU Cloud Deal

Nokia Posts AI-Driven Beat as CEO Calls It a Supercycle

UCS Report Finds $4.4 Billion in Data Center Transmission Costs Shifted to PJM Ratepayers

Prince George’s County Pauses Data Center Permits as Council Moves to Freeze New Approvals