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HYPERSCALE DATA CENTERS
Tech companies look to Argentina's windswept Patagonia to build massive data centersAs tech giants known as hyperscalers race worldwide to build server farms and run into roadblocks amid anti-data-center campaigns, projects...- Wall Street Week Ahead:Investors to pore over inflation data for signals on rate trajectoryInvestors await crucial inflation data next week which may decide the Fed's interest rate move. The S&P 500 index is nearing its record hig...
- ByteDance secures $29.6 billion loan in AI push, sources sayByteDance secured a massive $29.6 billion loan from nearly thirty banks. Chinese banks provided over sixty percent of this significant loan...
- Dell shares jump 11% after strong AI server demand boosts annual forecastOn Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell ...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Broadcom faces high-stakes earnings test as AI expectations soarBroadcom’s upcoming earnings report faces high expectations after Nvidia’s strong results. Investors will closely watch its $16 billion AI ...
- US election candidates turn on AI data centers as power bills, noise fuel angerData centers are now a key election issue across America. Rising electricity bills and noise pollution fuel voter anger against Big Tech co...
- Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upsideBNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia'...
- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
- Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
- US Markets Today: US stocks rebound on tech recovery ahead of Nvidia earnings, inflation dataUS stocks rose on Tuesday as technology shares rebounded ahead of Nvidia’s quarterly results and key US inflation data. The Nasdaq led gain...
- India’s AI data-centre push could drive 5% of global chip demand by 2030Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worl...
- Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloatInvestors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spend...
- Goldman in talks with investors on Nvidia financing deal after landing prized roleNvidia announced on August 10 it has partnered with six major financial institutions including Goldman to launch compute platforms aimed at...
- US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrativeCerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw ...
- Vantage Data Centers explores IPO at $100 billion valuation or sale, sources sayVantage, backed by private equity firm Silver Lake and infrastructure investor DigitalBridge Group, could raise around $10 billion and purs...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- AI's hunger for power sparks US private gas plant boomAs US tech companies race to build the data centers fueling the AI boom, they are increasingly putting up their own power plants -- off the...
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