SoftBank Dismisses Elon Musk’s Orbital Data Center Idea
SoftBank dismisses Elon Musk’s orbital data center idea, choosing immediate Earth-based expansion. The move comes as ...
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 articlesQualcomm Jumps 11%, Then Pulls Back on Meta Data Center Deal
Qualcomm surged in early trading after landing Meta Platforms as a data center customer for its Dragonfly chip, then ...
These Billionaire Investors Keep Betting on AI Infrastructure
In markets juggling record highs with recession fears, a few billionaire investors are doubling down on the backbone ...
This Infrastructure Stock Last Year Surged 14X: What Investors Learn
A little-known AI infrastructure stock last year exploded 14x, shaking up investors who focus on AI chips. This artic...
Data Centers Driving Power Supercycle Reshapes Markets
AI-driven data centers are fueling a power supercycle, pushing on-site generation and turbocharging turbine prices. G...
Fund Manager: Wall Street Misreads AI Valuations on E
A veteran fund manager challenges Wall Street's reliance on earnings when valuing AI plays, arguing that the E in P/E...
Nvidia’s Latest Breakthrough Chip May Redefine Data Centers
Nvidia announces a breakthrough that isn’t a chip, signaling a new era for AI infrastructure. Investors react as data...
Nebius Upside in 2026 as Global AI Data Centers Tighten
CBRE reports shrinking data-center vacancy in major markets, signaling a tight supply outlook. Nebius could see meani...
Nscale Raised Billions to Power Europe’s AI Ambitions
Nscale raised billions to power Europe’s AI ambitions, but the company now confronts the need to prove it can transla...
Harvard Scholar: Data-Center Backlash Expands Nationwide
A Harvard scholar outlines how the data-center backlash is gaining steam as AI demand grows, energy costs rise, and l...
Prediction: This Will Nvidia'S Stock Price in 2030
Can Nvidia keep leading in AI and data centers through 2030? This in-depth look lays out three scenarios, key drivers...
Texas Power Grid Allocation Could Boost Bitcoin Data Centers
Texas unveils a new grid allocation framework designed to reward flexible loads and storage, potentially stabilizing ...