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Nvidia’s Record Quarter Collides With Concerns Over $95 Billion Supply Commitments

Fresh scrutiny centers on binding supply obligations that have expanded well beyond Nvidia’s usual planning horizon.

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

Bitdeer Turns a Q4 Profit as Shares Slide on Margin Strain

Meta Breaks Ground on $10 Billion, 1GW Indiana Data Center to Power AI

FERC Orders PJM To Set Rules for Data-Center Colocation With Power Plants

STC’s Center3 and Humain to Build Saudi AI Data Centers Planned for 1GW Capacity

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

PC Builders Raise Prices, Limit Sales as AI Memory Crunch Deepens

Brookfield Launches AI Infrastructure Fund Targeting $10 Billion, Eyes Up to $100 Billion in Assets

Vertiv, Caterpillar Sign MOU to Deliver Integrated On-Site Power and Cooling for Data Centers

Nebius Draws Bullish Calls on Hyperscaler Deals as Capacity Limits Slow Revenue

Google Pledges $40 Billion for Three New Texas AI Data Center Campuses by 2027

Meta to Build $1 Billion AI Data Center in Beaver Dam, Its 30th Worldwide

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

Eaton to Buy Boyd Thermal for $9.5 Billion to Bolster AI Data-Center Cooling

Sinema Tells Chandler to Approve AI Data Center, Citing Looming Federal Preemption

Meta and Blue Owl Create $27 Billion JV to Build Hyperion AI Data Center in Louisiana

Astera Labs Joins Arm Total Design To Speed Custom AI SoCs on Neoverse CSS

Google Cloud Cuts Over 100 Design and UX Jobs as California Filing Confirms 50 Sunnyvale Layoffs for Nov. 9

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion