Data Center

What's Going On With Applied Optoelectronics Stock?

AI Data Centers Drive Gas Power Boom In Texas, Raising Pollution Risk Equal To 27 Million Cars: Report

Bitcoin Mining Stock With 'Biggest Opportunity' In Crypto Space Grabs Eyeballs As Expert Recalls Tom Lee's Call: 'If We Are In For Another Leg Up In BTC, This Flies'

AI Data Centers Drive Gas Power Boom In Texas, Raising Pollution Risk Equal To 27 Million Cars: Report

Bitcoin Mining Stock With 'Biggest Opportunity' In Crypto Space Grabs Eyeballs As Expert Recalls Tom Lee's Call: 'If We Are In For Another Leg Up In BTC, This Flies'

Amazon To Invest $20 Billion In 2 Pennsylvania Data Centers, Governor Josh Shapiro Says The State Will 'Lead' On US-China AI 'Battle'

AI Data Centers Are Eating Electricity — And These 3 Energy Stocks Could Be The Biggest Winners, Says Analyst

Amazon To Invest $20 Billion In 2 Pennsylvania Data Centers, Governor Josh Shapiro Says The State Will 'Lead' On US-China AI 'Battle'

AI Data Centers Are Eating Electricity — And These 3 Energy Stocks Could Be The Biggest Winners, Says Analyst

Microsoft Announces $400 Million Investment To Expand AI And Cloud Infrastructure In Switzerland

Marvell Technology Data Center Business Triples Over 2 Years As Custom Silicon And Optics Fuel Surge: 'Expect This Momentum To Continue'

Data Center Recent News

Sam Altman's OpenAI Raises $11.6 Billion For Texas Data Center As It Moves To Reduce Reliance On Microsoft: Report

A Texas-based data center, being constructed by startup Crusoe for OpenAI, has reportedly secured an additional $11.6 billion in funding.

Qualcomm Re-Enters Data Center CPU Market, Taps Nvidia Tech To Power AI Ambitions (UPDATED)

Qualcomm Inc. (NASDAQ: QCOM) revealed its intentions to manufacture custom data center CPUs, utilizing technology from Nvidia Corporation (NASDAQ: NVDA) for connection to Nvidia's AI chips.

AMD Market Position Is 'The Best In The Company's History,' Says Analyst

AMD reports better-than-expected quarterly results on Tuesday in what CEO Lisa Su calls "an outstanding start to 2025." Analysts weigh in on the report.

Meta's Louisiana Data Center Sparks Debate Over Who Should Foot The $5 Billion Power Bill: '...Put Other Ratepayers At Risk Of Having To Absorb Hundreds Of Millions,' Says Expert

The ongoing dispute in Louisiana over who should bear the cost of new power plants required for Meta Platforms Inc. (NASDAQ: META) $10 billion data center is heating up.

Jim Cramer Stays Bullish On Data Centers, Says If Trump Tariffs Eases, These AI Stocks 'Will Fly Again' Despite Wall Street Doubts

Jim Cramer remains bullish on AI infrastructure and data center stocks, arguing they'll rebound strongly if trade tensions ease and AI optimism returns, despite Wall Street's recent doubts.

Amazon, Nvidia Dismiss Fears Of AI Data Center 'Pullback': 'We Continue To See Very Strong Demand'

Despite recession fears and market speculation, tech giants Amazon (NASDAQ: AMZN) and Nvidia (NASDAQ: NVDA) insist that the demand for artificial intelligence data centers remains robust.

Amazon Follows Microsoft's Lead, Halts Some Data Center Deals — Executive Says 'Routine Capacity Management'

Amazon has paused some of its data center leasing talks, following Microsoft's lead, as economic uncertainty prompts tech firms to reassess their AI infrastructure investments.

Google Inks Taiwan's First Corporate Geothermal Energy Deal To Power Data Centers

In a significant step towards its clean energy goals, Google (NASDAQ: GOOG) (NASDAQ: GOOGL) has secured the first corporate power purchase agreements (PPAs) for geothermal energy in Taiwan.

Microsoft Shelves $1 Billion Ohio Data Center Plans Amid Global Project Withdrawals: 'We Are Slowing Or Pausing Some Early-Stage Projects'

Microsoft Corporation (NASDAQ: MSFT) has decided to suspend its billion-dollar data center project in Licking County, Ohio. This move is the latest in a series of data center project cancellations by the software behemoth.

Oracle's AI Bet: Overbuilt Or Future-Proof? Analyst Weighs In

Oracle is expanding its AI infrastructure, but JPMorgan analyst Mark R. Murphy remains cautious due to potential oversupply. Oracle's data center push is promising, but it faces hurdles in keeping up with hyperscalers like Amazon and Boeing.

Jim Cramer Warns Against AI Compute Cutbacks After Alibaba's Joe Tsai Calls Data Center Boom A Bubble: 'It Would Be Horrendous'

Jim Cramer issued a warning on X about potentially reducing U.S. computational capabilities for artificial intelligence. Responding to comments by Alibaba Group Holding Ltd. Chairman Joe Tsai about a potential data center bubble, Cramer emphasized the critical importance of maintaining AI infrastructure.

Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

Alibaba Group Holding (NYSE: BABA) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector.

Microsoft Weighs Natural Gas With Carbon Capture For AI Data Centers, But Cost Is Key

As the need for power in AI data centers escalates, Microsoft Corporation (NASDAQ: MSFT) is considering the possibility of utilizing natural gas.

TSMC Rides AI Wave: Sales Surge 39% In First 2 Months Of 2025 On Higher Demand

Taiwan Semiconductor Mfg. Co. Ltd. reported a 39.2% jump in its two-month revenue for January and February in 2025 as compared to last year.

Marvell Surpasses AI Chip Sales Target, Aims Higher For 2026, But Stock Plunges Due To Muted Guidance

Marvell Technology smashed its AI data center revenue target in fiscal 2025. Plans to exceed fiscal 2026's target but issued a soft guidance.

Apollo Global Management In Talks To Lead $35 Billion Financing For Meta's AI Data Centers

Apollo is negotiating a $35 billion deal to help Meta build new U.S. data centers. The potential move highlights AI infrastructure investment opportunities.

Jensen Huang's Nvidia Fuels 'AI Factory' Boom: Revenue Growth In Data Center Business Dominates Peers With A Staggering 3460% Growth Over 5 Years

Nvidia Corp more than doubled its data center revenue for the full year, also posting record quarterly growth compared to its peers.

Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'

A break down of the top highlights from Nvidia's Q4 financial results and a look at what's ahead for the semiconductor giant.

Microsoft Pulls Plug On AI Data Center Leases, Says Analyst: Oversupply Situation Likely

Microsoft Corp. (NASDAQ: MSFT) has reportedly begun to cancel leases for a significant portion of its AI data center capacity in the United States, as per a recent report by TD Cowen.

AMD Stock Falls 8% In Wednesday Pre-Market: What's Going On?

In a surprising turn of events, Advanced Micro Devices, Inc. (NASDAQ: AMD) saw its shares drop nearly 8% in Wednesday's pre-market trading following a less than stellar growth forecast for its data center business. The company announced its results announced after the market close on Feb.4.

Intel 'Will Be Fighting For Every Socket' In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up

Intel Corp. is taking a more combative stance in the data center market, signaling an aggressive pricing strategy to defend its territory against mounting competition from rivals like Advanced Micro Devices Inc. and NVIDIA Corp.

Cipher Mining Stock Soars On PIPE Investment From SoftBank

Cipher Mining Inc (NASDAQ:CIFR) shares are surging in Thursday’s after-hours session after the company announced a $50 million PIPE investment from SoftBank.

3 Digital Infrastructure ETFs In Focus As Trump Reveals Billion-Dollar Data Center Construction Plan

Trump: $20B investment in data centers by DAMAC. Microsoft: $80B investment plan for AI-driven centers. ETFs offer opportunity to invest in digital infrastructure.