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.
Techmeme: Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation (Tim Bradshaw
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Data centers are coming for rural America
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.
Berkshire's Cash Pile Might Go To Data Centers, But On Its Own Terms
Berkshire's record cash pile, cautious dealmaking and Greg Abel's disciplined strategy highlight a fortress balance sheet, strong insurance results and a hard?...
Amazon's race to 'future-proof' AI data centers for power-hungry new tech
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.
Why IREN Stock Is Trading Higher On Monday? - IREN (NASDAQ:IREN)
IREN Limited (NASDAQ: IREN) shares surge following the successful energization of the Sweetwater 1 site. Analysts eye upcoming Q1 earnings.
It's not too late to start buying the data center winners. Here's why
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.
Assessing IREN's Performance Against Competitors In Software Industry - IREN (NASDAQ:IREN)
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...
Copper Prices Hit Record High As AI Data Center Boom Fuels Global Supply Crunch, Pushing CPER ETF Higher
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.
NovaRed Mining Offers Exposure To Copper's Electrification Demand Surge In British Columbia's Quesnel Bel
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...
Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
The magnitude of the A.I. capital spending boom is historic and the dollar values are staggering.
Exclusive – Secretary Doug Burgum Backs BYOP: Data Centers Must ‘Bring Your Own Power’ to Curtail Economic Impact
Data centers must "bring your own power" to curtail the economic impact, Interior Secretary Doug Burgum said during a Monday event.
Evaluating IREN Against Peers In Software Industry - IREN (NASDAQ:IREN)
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...
AWS networking lab tour: Making networking disappear
FEATURE: The Register gets a look inside AWS' networking lab in Cupertino
Kevin O'Leary said his Utah data center will create 10,000 construction jobs. The real number is far lower.
The 'Shark Tank' investor says his Utah data center will create 10,000 construction jobs. The project faces opposition due to environmental concerns.
CRWV Stock Dip A Buying Opportunity? Top Strategist Sees 'Strong Demand' Amid 12% Drop - CoreWeave (NASDA
Is CoreWeave's 12% drop a buying opportunity? Analyst Lisa Martin sees 'strong demand' and $40B in AI infrastructure commitments.
AMD's Massive Post-Earnings Rally Puts Spotlight On Rep. Gil Cisneros' Timely Stock Bet - Advanced Micro
Rep. Gil Cisneros's AMD stock trade is drawing scrutiny after shares surged nearly 80% following a massive Q2 data center earnings beat.
The AI chip frenzy is creating a new trillion-dollar contender
SK Hynix is a top supplier of memory chips to Nvidia, whose AI accelerators have become the backbone of the AI race.
What's Going On With VNET Stock On Wednesday? - VNET Group (NASDAQ:VNET)
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 Cuts Hundreds Of Corporate Jobs As AI-Driven Efficiency Push Accelerates: Report - Walmart (NASDA
Walmart will eliminate or relocate about 1,000 corporate workers as it consolidates parts of its global technology and product teams.
AI Infrastructure Spending Is Creating An Unlikely Winner: Aramark - Aramark (NYSE:ARMK)
Aramark (ARMK) shares hit a 52-week high after Q2 earnings and revenue beat Wall Street estimates. See the full fiscal 2026 outlook.
Why Is Rackspace Technology Stock Gaining Monday? - Rackspace Technology (NASDAQ:RXT)
Rackspace (RXT) shares extend massive rally after a 54% surge. High momentum continues as investors cheer AI pivots and revenue beats.
What's Going On With IREN Stock Monday? - IREN (NASDAQ:IREN)
IREN Ltd. (NASDAQ:IREN) shares face selling pressure this Monday.
Rocket Lab, Super Micro Computer, eBay And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
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 Signs $1.8 Billion Akamai Cloud Deal Amid Surging Claude AI Demand: Report - Akamai Technologie
Anthropic reportedly signed a $1.8 billion cloud computing deal with Akamai Technologies, boosting AI infrastructure capacity for its Claude platform.
Kevin O'Leary defends his Utah data center project: 'Think about the number of jobs'
Kevin O'Leary has clashed with residents in Box Elder County, Utah over a new AI data center on a 40,000-acre campus.
Claude, brought to you by Elon Musk
Anthropic now relies on a huge SpaceX data center for AI compute, tying Claude's rapid growth and reliability to Elon Musk.
Micron surges more than 30% on week as memory chip rally goes parabolic
Micron Technology shares caught fire this week amid a global shortage of memory chips. The stock is heading for its best week since 2008.
Microsoft was worried OpenAI would run off to Amazon and ‘shit-talk’ Azure
The early days of Microsoft’s OpenAI partnership have been revealed in detail in court documents this week.
AWS data center outage hits trading on Fanduel, Coinbase — recovery to take hours
The cloud platform says it is currently working to resolve the outage, caused by overheating at a data center in Northern Virginia.
These Analysts Boost Their Forecasts On Datadog After Upbeat Q1 Results - Datadog (NASDAQ:DDOG)
Datadog Inc (DDOG) reported strong Q1 results, beating revenue and earnings expectations. Analysts raise price targets, with positive outlook.
Cathie Wood: SpaceX's Secret Weapon Could Make It 20X Bigger Than Anyone Is Modeling - Tesla (NASDAQ:TSLA
SpaceX IPO gains momentum as Cathie Wood says orbital data centers could boost revenue 10x to 20x beyond forecasts.
Coreweave Partner Core Scientific's Pivot Drives Stock's Momentum Surge Despite Q1 Miss - Core Scientific
Core Scientific Inc. (NASDAQ:CORZ) is proving that a strategic business pivot can easily outweigh a
What's Going On With IREN Stock On Friday? - IREN (NASDAQ:IREN)
IREN Limited shares surged in premarket trading after announcing a potential $2.1 billion partnership with Nvidia, as investors looked past weak quarterly reven...
A cloud computing stock is soaring more than 25%. Here’s what’s driving the rally
Cybersecurity and cloud computing firm Akamai reported first-quarter earnings on Thursday and saw its cloud infrastructure business grow 40% year-on-year.
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Inf
CoreWeave CEO warned Nvidia must scale AI capacity or risk customers shifting to Advanced Micro Devices amid its 5GW IREN deal.
Corning CEO to Cramer: Deals with 2 unnamed hyperscalers 'larger' than $6B Meta pact
The investment story for Corning looks even sweeter in the wake of Jim Cramer's sit-down with CEO Wendell Weeks.
Datadog stock soars 31% on blockbuster earnings as AI winners emerge in software
Datadog's results fueled shares of other cloud infrastructure names like Snowflake and MongoDB.
CoreWeave revenue more than doubles in first quarter, topping estimates
CoreWeave has been raising billions of dollars in debt to finance its data center buildout as it serves the leading AI companies.
NAACP Moves To Shut Down xAI Turbines Over Alleged Clean Air Violations
The NAACP has filed a preliminary injunction aimed at stopping what they describe as air pollution from xAI's power plant equipment.
SpaceX has a $55 billion plan to build AI chips in Texas
SpaceX is planning to spend at least $55 billion on its “Terafab” AI chip manufacturing plant in Texas.
What's Going On With Rackspace Technology Stock Today? - Rackspace Technology (NASDAQ:RXT)
Rackspace Technology surged on Thursday after announcing an AI infrastructure partnership with Advanced Micro Devices and reporting quarterly revenue above Wall...
Anthropic and Elon Musk Strike Unexpected Data Center Deal
The Claude maker needs all the computing capacity it can get, and SpaceX's controversial Memphis facility apparently has it.
Copper Is Dead, Glass Is King: Inside Nvidia's $500M Bet On Fiber Optics - NVIDIA (NASDAQ:NVDA)
Jensen Huang warns copper's limitations in AI factories, backs Corning with $500 million to build new plants and create 3,000 jobs.
Arm CEO looks to set the record straight after the stock's post-earnings tumble
Arm chief Rene Haas said he was "confident" the company would be able to secure additional supply of its new CPUs.
AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026 - Advanced Micro De
AMD's data center surge proves why its 'integrated strategy' across CPUs and GPUs makes it Nvidia's biggest AI threat in 2026.
Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
Corning is opening three new advanced manufacturing plants in the U.S. dedicated entirely to optical technologies for Nvidia.
EU Aims to Wean Itself Off of American Hyperscalers, Commits €180 Million for European Cloud Providers
Last month, the European Union (EU) announced a €180 million commitment to "sovereign cloud services" distributed over 6 years. The goal is for Europe to
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Linode's Status Page - Emergency Network Maintenance - OSA.
Core Infrastructure Maintenance May 4th, 2026, 13:00 UTC
DigitalOcean's Status Page - Core Infrastructure Maintenance May 4th, 2026, 13:00 UTC.