Data centers
Nebius Group Stock Volatility After Q4 Earnings Miss, Expansion
Nebius Group’s stock experienced volatility after its Q4 2025 earnings missed analyst expectations. The AI infrastructure company is rapidly expanding its data center capacity and strategic offerings.
LDC Gas Forums Focus on AI Data Center Power Demand in 2026
Upcoming LDC Gas Forums in 2026 will increasingly focus on how natural gas can meet the surging power demands of AI data centers.
Global Electricity Surge by 2030 Demands Urgent Grid Investment, IEA Says
The International Energy Agency’s ‘Electricity 2026’ report forecasts a significant global electricity demand surge, stressing the urgent need for massive investment in power grids and system flexibility to avoid critical bottlenecks in the energy transition.
Europe Risks Geothermal Lead Amid Slow Deployment, Policy Gaps
Despite pioneering geothermal technology and possessing vast untapped potential, Europe is at risk of losing its leadership in the sector due to slow deployment and a lack of coherent EU-level policy, according to a recent analysis by Ember.
Bill Gates Warns of AI Bubble Amid Push for Data Center Expansion
Microsoft co-founder Bill Gates likens the current AI investment surge to the dot-com bubble, while simultaneously spearheading a major data center infrastructure push in Europe to support AI’s growth.
Intel Shares Plunge 14% on Disappointing Q1 Forecasts
Intel Corporation’s shares experienced a significant 14% drop after the company issued weak revenue forecasts for the first quarter of 2026, signaling investor concerns amid global competition for AI chips and production challenges.
AMD Stock Gains Momentum: Analyst Projections, Key Partnerships Drive Outlook
Advanced Micro Devices (AMD) stock is experiencing significant upward momentum, driven by optimistic analyst projections for its AI and server segments, strategic board appointments, and a landmark infrastructure deal with Riot Platforms. This surge reflects growing investor confidence in AMD’s…
Global Grids Brace for 2026 AI Energy Surge Amid Sustainability Concerns
The escalating energy demands of artificial intelligence, particularly from vast data centers, are poised to critically strain global power grids by 2026, forcing a reevaluation of sustainable growth and infrastructure investment across the tech industry.
IREN Limited’s Meteoric Rise: From Bitcoin Miner to AI Powerhouse
IREN Limited saw its stock jump nearly 285% in 2025, transforming from a Bitcoin miner into a leading AI neocloud provider. Discover how landmark deals with Nvidia and Microsoft, backed by vast renewable energy assets, propelled its growth and what…
Oklo Stock Soars 18% After Striking Landmark Deal to Power Meta’s AI Ambitions
Oklo, a nuclear power company, saw its stock jump 18% premarket following a deal to supply power for Meta’s AI ambitions, highlighting the critical role of stable energy in the future of artificial intelligence.
APLD Q2 2026: 250% Revenue Spike, $16 Billion AI Data Center Leases Signed
Applied Digital Corporation (APLD) announced robust fiscal Q2 2026 results, reporting a 250% revenue increase to $126.6 million. The company’s AI data center strategy secured $16 billion in prospective lease revenue, alongside significant operational milestones and strategic financial moves.
SanDisk’s Surge: How AI Demand is Propelling Memory Stocks to New Heights in 2026
Memory and storage stocks, including those under the SanDisk brand, are experiencing an unprecedented surge driven by the insatiable demand from the artificial intelligence sector. Learn how AI’s growth is reshaping the market and driving significant investor interest.
Alphabet Acquires Intersect to Boost Data Center and Energy Infrastructure Capacity
Alphabet is set to acquire Intersect for $4.75 billion, aiming to accelerate data center and energy infrastructure development amid intensifying AI competition. The deal highlights Google’s drive for innovation and its focus on renewable energy solutions.
Global Market for Package Shells in Optical Communication Modules Set to Double by 2035
The global market for package shells in optical communication modules is forecast to expand from $1.8 billion in 2025 to $3 billion by 2035, propelled by the rise of 5G, cloud computing, and data center expansion. Key regions such as…
Nvidia’s $38B AI Deal, Space Data Centers, and Power Crunch: The Realities Behind the GPU Boom
Today’s Nvidia news reveals a world racing to deploy next-gen GPUs: OpenAI and AWS lock in a $38B deal, investors pile in, but Earth’s infrastructure struggles to keep up—prompting radical solutions like space-based data centers.