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AI DATA CENTERS
Global policies target data-center grid delays, emissions- Nvidia PE falls to 14-year low, but CEO exit and AI worries cloud the bargainBy one of Wall Street's favorite metrics, Nvidia shares look like a bargain. Following a steep drop from its October 6 record high, Nvidia'...
- CoreWeave beats quarterly revenue estimates as AI demand defies growing doubtsCoreWeave reported revenue of $3.66 billion for the third quarter ended September, up from $1.37 billion a year earlier, compared with anal...
- Microsoft presses Trump to scuttle expected ban on Chinese data center technology: ReportMicrosoft is lobbying against a proposed ban on Chinese optical transceivers essential for artificial intelligence data centers. The Trump ...
- Microsoft presses President Trump to scuttle expected ban on Chinese data centre technologyReuters reported in August that the Trump administration wants to ban US imports of new models of Chinese optical transceivers, which allow...
- Moonshot AI rents Nvidia’s top AI chips in China, documents showDocuments indicate that Moonshot AI possibly accessed advanced Nvidia chips despite US export restrictions and related investigations. The ...
- Wall St brokerages say AI selloff overdone, downplay Democrat regulation risksWall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme...
- French Ardian raises over $1 billion to invest in semiconductor makersChips are central to AI advances, with governments increasingly backing homegrown companies to secure sovereign technology. The platform, n...
- Banks, investors grow wary of AI debt, spooked by market selloffSome banks, which just a few weeks ago were lining up to fund AI deals, are now telling market participants they would be reluctant to fina...
- Anthropic buys power for AI data centres in $3.4b deal: ReportAnthropic PBC has recently agreed to pay $3.4 billion for gas-fired generators from OnePWR Solutions. This purchase secures 1.7 gigawatts o...
- Environmental groups embrace AI, even as they warn of data center impactsEnvironmental organisations are increasingly leveraging artificial intelligence to enhance conservation efforts and analyze ecological data...
- Google acquires Wyoming data center site from AI infrastructure firm CrusoeGoogle has acquired Crusoe's data center site in southeast Wyoming, the AI infrastructure developer said on Friday, a day after the Alphabe...
- NVDA stock crash: Nvidia’s worst day since the DeepSeek shock - The AI giant fell 9% and is now down for the yearNvidia stock rebounds 5% after 9.26% crash: Nvidia suffered its worst single-day fall since the January 2025 DeepSeek shock, with shares pl...
- OpenAI kicks off charm offensive to change voters' view of data centersStunning victories by Democrats in US midterm elections this week have been interpreted by many as Americans repudiating tech industry plan...
- AI, data-center stocks slip as Democratic sweep clouds expansion plansStocks related to AI and data centers are facing a slump in premarket trading as Democrats secure significant wins in the US midterm electi...
- Tesla stock price today: Why TSLA falls as Democrats’ midterm election win puts Elon Musk’s AI data center plans at riskTesla stock (TSLA) fell as Democrats’ midterm victories raised concerns about AI data center expansion, particularly in Texas. Analyst Dan ...
- Texas and Georgia host the AI data-centre boom and both swung blue; AI cloud stocks fell and solar jumped up to 10% as the fight over who pays for power beginsData centre stocks fall after Democrats win Congress, but solar shares jump 10% as US election results shake up energy outlook. Texas and G...
- AMD shares jump as AI-driven data-center strength fuels growth outlookAMD, which recently joined the ranks of trillion-dollar companies, has gained about 126% this year and is poised to add about $58 billion i...
- Marvell to buy Lumentum in $115 billion deal in AI data-center betMarvell Technology is poised to acquire Lumentum in a groundbreaking all-stock transaction worth $115 billion. This strategic acquisition i...
- AI data center boom faces backlash at US ballot boxResistance is especially visible in Ohio, one of the country's fastest-growing data center markets. No state has more data center-related b...
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