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DATA CENTER CAPACITY TRADING
Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights and what does it mean for the future?Micron's revenue has surged by over four times, reaching $41.46 billion in its fiscal third quarter, driven by the booming AI sector and a ...- A16z crypto leads $33 million bet on compute marketplace OrnnCompute marketplace Ornn has secured $33 million in a funding round led by a16z crypto, with participation from Galaxy Ventures and others....
- Meta, Microsoft lead $850 billion boom in data center leasesTech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Me...
- The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
- US announces $17.5 billion in loans for nuclear power supply chainThe U.S. Department of Energy is offering $17.5 billion in conditional loans to bolster the domestic nuclear supply chain, aiming to accele...
- Qualcomm nearing deal for AI chip startup Modular: reportA global supplier of smartphone chips, Qualcomm has been working to reduce its reliance on the volatile handset market by branching out in...
- Chevron signs pact with Microsoft for powering its Texas data centreChevron and Microsoft have partnered for a 20-year deal to power a Texas data center. The Kilby facility will supply 2.67 gigawatts using G...
- US stocks: Oaktree-backed ITG targets $2.7 billion valuation in US IPODigital infrastructure firm ITG is aiming for a valuation of up to $2.67 billion in its US stock market debut, seeking to raise as much as ...
- India to witness rapid data centre growth fueled by favourable demographics: Goldman SachsThe report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rat...
- India's data centre pipeline hits 8.33 GW as AI demand reshapes digital infra: Knight Frank IndiaIndia's data centre sector is witnessing an unprecedented infrastructure build-up, with the total development pipeline across major markets...
- Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...
- China tightens indium export checks as AI demand increasesWhile the metal isn't yet restricted, new customs checks and requests for end-user information suggest a potential prelude to tighter contr...
- Meta signs new AI computing deals with data center firm Crusoe: ReportMeta is under contract to buy computing capacity from Crusoe at two data centers, which are located in Childress, Texas, and Warrenton, Mi...
- RMZ to ramp up data center capacity with $35 billion push, exec saysThe Bengaluru-headquartered company, which currently has 250 megawatts of capacity, is in the final stages of discussions for three data ce...
- Space startups seek insurance for orbital AI data centersCompanies are exploring insurance for orbital AI data centers. This is a significant development for a new industry backed by Elon Musk's S...
- Federal regulators back Trump's plan to speed power to energy-hungry AI data centersFederal regulators are speeding up power grid connections for big energy users like AI data centers. This move aims to boost America's comp...
- ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...
- Jabil raises annual profit forecast amid strong data center demandJabil has raised its profit forecast for 2026, fueled by a surge in demand from AI-powered data centers. This boom in infrastructure invest...
- Fast-tracked power plants fuel AI boom, with little public scrutinyNew power plants are being built at an unprecedented speed to meet the growing demand of tech companies. These facilities, often fueled by ...
- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
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