Super Micro CEO: We’re at the Center of AI Buildout
Super Micro Computer delivered a blowout Q2 as AI infrastructure demand drives orders for its Data Center Building Bl...
Data Centers
This tag page aggregates six articles about Data Centers, AI demand, and infrastructure trends shaping data-center investments. Learn how developments can impact stock moves and portfolio strategies.
148 articles
Prediction: Massive Infrastructure Growth Lifts Marvell Stocks
As AI workloads surge, data centers need faster, smarter networking. This piece examines the potential of a predictio...
Better Infrastructure Stock: IREN vs Applied Digital Showdown
IREN is reshaping its business from crypto mining to AI data centers. This analysis dives into how the move affects i...
Cramer: Power Solutions’ Drop Opens Data Center Entry
Jim Cramer’s take on Power Solutions International’s sharp drop spotlights a potential entry point for data center-re...
Texas Emerges as Epicenter of AI Data Center Boom Today
Texas is rapidly becoming the leading destination for AI data centers as cloud providers expand across the state. Ene...
Here's Booming Aerospace Data: Why This Stock Rises in 2026
A single stock is riding two powerful trends—aviation and AI-driven data centers. This article breaks down why 2026 i...
This Land Data Startup Bets on On-Prem GPUs for Data Centers
A new breed of data firms is staking its future on owning compute. This land data startup is buying GPUs and mapping ...
Virginia’s Starting Question Whether Data-Center Tax Breaks Endure
Virginia’s starting question whether its data-center incentives are delivering broad value has moved into a high-stak...
Utility ETFs with Massive Upside as Demand Surges Now
Three utility ETFs are posting eye-catching gains as data-center demand grows, underscoring a new growth era for the ...
Jensen Huang Says $700 Buildout Is Just the Start Today
Nvidia's CEO argues the AI data-center expansion is only beginning, with trillions more in infrastructure needed. Mar...
Cramer: Oracle King Data Centers in Fastest Growth
Oracle is reshaping its business from database software to a cloud infrastructure powerhouse, fueled by surging backl...
Cramer Calls NVENT Electric a Mini Vertiv for Data Centers
AI investments in data centers lift NVENT Electric, shown as a leaner Vertiv-like play for infrastructure suppliers. ...