Equinix, Digital Realty REITs In Focus As AI Frenzy Drives $50 Billion Data Center Construction Surge - E
Data center spending hits a record $50B, surpassing office construction. Discover how REITs Equinix & Digital Realty profit from the AI boom.
A college student built a map showing the latest developments in data center policies in North America, Europe, and Asia.
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Data center spending hits a record $50B, surpassing office construction. Discover how REITs Equinix & Digital Realty profit from the AI boom.
Jim Cramer urges towns to demand 'strict adherence' to pollution rules and extract value from neo-cloud hyperscaler data centers.
Modular data center builder Armada has raised $230 million from investors at a valuation of $2 billion, with BlackRock becoming a new investor.
A former paper mill in Jay, Maine, is being transformed into a massive data center. But the rural community isn’t convinced the jobs will follow.
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Democrat Tom Steyer has been playing up his track record of climate advocacy in his bid for California governor.
Amazon plans $200 billion in capex this year. A chunk of that is being spent on AI data centers. Titus is a plan to 'future proof' these facilities.
Utah is moving ahead with plans to build Kevin O’Leary’s 40,000-acre Stratos Project data center, despite public outcry and warnings from experts.
In his Sunday column for Investing Club subscribers, Jim Cramer pushes back on the idea that it's too late to start buying AI winners.
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Copper prices hit record highs above $6.60 a pound, lifting the CPER ETF as supply concerns and AI-driven demand tighten the global market.
Anthropic is paying SpaceX $15 billion a year for access to AI data center capacity, the rocket company’s recently filed IPO reveals.
Global copper demand is rising, driven by electric vehicles, data centers, renewable energy and the overhaul of the aging power grid. The company's Wilmac Copp...
The magnitude of the A.I. capital spending boom is historic and the dollar values are staggering.
Shares headed for their best day in more than two decades after Cisco blew past its AI infrastructure and hyperscaler orders guidance for the fiscal year
Data centers must "bring your own power" to curtail the economic impact, Interior Secretary Doug Burgum said during a Monday event.
Tesla and SpaceX CEO Elon Musk reaffirmed orbital datacenters as Jensen Huang outlined the growing need for energy to operate AI.
IREN Background IREN owns data centers powered by renewable energy in Canada and the US for bitcoin mining and AI cloud infrastructure. The company is in the p...
xAI adds 19 more portable natural gas turbines at its Colossus 2 data center site amid an ongoing lawsuit.
The 'Shark Tank' investor says his Utah data center will create 10,000 construction jobs. The project faces opposition due to environmental concerns.
A new report alleges foreign influence from China, including state media and funded nonprofits like CodePink, is driving campaigns to block U.S. AI data center ...
Countries around the world are racing to deploy nuclear technology — and potentially making themselves targets
Discover why Cipher Mining Inc. (NASDAQ:CIFR) stock is surging on Wednesday as Morgan Stanley raises its price target amid a massive AI data center pivot.
Is CoreWeave's 12% drop a buying opportunity? Analyst Lisa Martin sees 'strong demand' and $40B in AI infrastructure commitments.
Analog Devices reportedly nears $1.5 billion Empower deal to boost AI data center and processor chip capabilities.
Hut 8's $9.8B lease and Fluence's hyperscaler deals prove the AI power trade is primary. But Google's orbital ambition introduces a new risk.
Rep. Gil Cisneros's AMD stock trade is drawing scrutiny after shares surged nearly 80% following a massive Q2 data center earnings beat.
FuelCell Energy (NASDAQ: FCEL) stock dips Thursday as traders take profits after a 52-week high. Read why the AI data center boom is cooling off today.
CoreWeave shares climbed after the company launched AI-focused Sandboxes for reinforcement learning workloads.
Blackstone is partnering with Google to launch a U.S.-based AI infrastructure company powered by Google’s TPU chips.
Panthalassa raised $140 million to develop floating AI computing nodes powered by ocean waves. The company plans to deploy its Ocean-3 pilot series in the Pacif...
SK Hynix is a top supplier of memory chips to Nvidia, whose AI accelerators have become the backbone of the AI race.
VNET gains strategic investors set to acquire a 38.1% stake as the company deepens partnerships across China's growing AI data center industry.
Walmart will eliminate or relocate about 1,000 corporate workers as it consolidates parts of its global technology and product teams.
Aramark (ARMK) shares hit a 52-week high after Q2 earnings and revenue beat Wall Street estimates. See the full fiscal 2026 outlook.
Rackspace (RXT) shares extend massive rally after a 54% surge. High momentum continues as investors cheer AI pivots and revenue beats.
IREN Ltd. (NASDAQ:IREN) shares face selling pressure this Monday.
Retail investors talked up five hot stocks this week (May 4 to May 8) on X and Reddit's r/WallStreetBets: AMD, EBAY, SMCI, UBER, and RKLB.
Anthropic reportedly signed a $1.8 billion cloud computing deal with Akamai Technologies, boosting AI infrastructure capacity for its Claude platform.
Kevin O'Leary has clashed with residents in Box Elder County, Utah over a new AI data center on a 40,000-acre campus.
Anthropic now relies on a huge SpaceX data center for AI compute, tying Claude's rapid growth and reliability to Elon Musk.
Micron Technology shares caught fire this week amid a global shortage of memory chips. The stock is heading for its best week since 2008.
The early days of Microsoft’s OpenAI partnership have been revealed in detail in court documents this week.
The cloud platform says it is currently working to resolve the outage, caused by overheating at a data center in Northern Virginia.
Datadog Inc (DDOG) reported strong Q1 results, beating revenue and earnings expectations. Analysts raise price targets, with positive outlook.
SpaceX IPO gains momentum as Cathie Wood says orbital data centers could boost revenue 10x to 20x beyond forecasts.
Core Scientific Inc. (NASDAQ:CORZ) is proving that a strategic business pivot can easily outweigh a
IREN Limited shares surged in premarket trading after announcing a potential $2.1 billion partnership with Nvidia, as investors looked past weak quarterly reven...
Cybersecurity and cloud computing firm Akamai reported first-quarter earnings on Thursday and saw its cloud infrastructure business grow 40% year-on-year.