Anthropic’s SpaceX Compute Deal Roils AI Data Center Market
Anthropic’s spacex compute deal expands access to the Colossus supercomputer, boosting Claude capacity while triggeri...
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
Google Just Turn Chrome: AI Data Centers Expand Aggressively
Alphabet signals a strategic shift toward edge AI, with Chrome devices potentially shouldering more inference work. T...
The Next Phase Boom Could Shine on Infrastructure Stocks
AI demand is broadening from chipmakers to the hardware backbone that powers deployments, a shift that could lift inf...
Nano Nuclear Energy Stock Soared Today on Major Partnership
A fresh partnership announcement sent nano nuclear energy stock higher as investors weigh the promise of small modula...
Super Micro Rockets Earnings Rally Drives 4Q Guide Lift
Super Micro Computer beat expectations on adjusted earnings and guided higher for Q4 revenue, while unveiling a nucle...
Data Centers Aren’t Breaking the Grid — the Real Issue Emerges
A Senate bill seeks to shield consumers from rising electricity costs tied to data centers, but policymakers and rese...
Marvell's Data Center Revenue: AI Upside Potential in 2026
AI is reshaping the data center landscape, and Marvell is at the center of the action. This piece breaks down why mar...
Inside Meta’s Chaotic Boomtown: Rural AI Empire Rising
Meta’s Hyperion project is turning a quiet Louisiana parish into a sprawling AI hub, with thousands of workers, local...
NVIDIA's Networking Revenue Just Reshapes AI Investing
AI is advancing beyond chips. NVIDIA's networking revenue just signals a broader shift to end-to-end AI infrastructur...
Meta’s Billion Data Center Roils Small Louisiana Town
A rural Louisiana parish is undergoing a dramatic shift as Meta nears completion of a sprawling data center. The proj...
Bernie Sanders Launch Bill to Pause New Data Centers
Progressive lawmakers unveiled a bill to halt new data centers for two years while federal safeguards for energy, lab...
Prediction: "Million-XPU" Data Center Drives AI Boom in 2026
A new wave in AI infrastructure is building: the million-XPU data center. This article explains what it is, why it ma...