Iranian drone strikes hit three Amazon Web Services data centers in the UAE and Bahrain starting March 1, 2026, causing structural damage and service disruptions in the first confirmed deliberate targ…
Public Bitcoin mining companies have signed over $70 billion in AI and high-performance computing contracts, with some firms potentially deriving up to 70% of revenue from AI by end of 2026, according…
Alphabet, Amazon, Meta, and Microsoft have committed nearly $2.4 trillion in AI infrastructure spending, while Bitcoin miners like IREN, Hut 8, TeraWulf, and Core Scientific have signed AI contracts w…
Silicon Motion Technology reported Q2 2026 revenue of $451 million, a 127% year-over-year increase, beating consensus estimates by nearly 12%, and raised Q3 guidance to $519-$541 million. The company'…
Bitcoin's network hashrate has declined for nearly 287 days, dropping roughly 15% from its October 2025 peak of about 1,157 to 1,160 EH/s, with Q1 2026 marking the first quarterly decline in six years…
NVent Electric has doubled its liquid cooling manufacturing capacity with a new 117,000-square-foot facility in Blaine, Minnesota, dedicated to producing liquid cooling systems for AI data centers. Th…
American Electric Power's subsidiary Appalachian Power outbid a data center developer to acquire a power plant in West Virginia, intensifying competition for baseload electricity as AI infrastructure …
Nvidia has been identified as the undisclosed investment-grade tenant behind two 15-year leases at Hut 8's Beacon Point AI campus in Nueces County, Texas, with a combined base value of $19.6 billion t…
Nvidia (NVDA) is reportedly the anchor tenant in Hut 8's (HUT) $19.6 billion artificial intelligence lease deal, according to sources familiar with the matter. The agreement positions Hut 8 as a major…
NextEra Energy and Brookfield are reportedly planning a $100 billion data campus in Kentucky, which would be one of the largest data center developments in US history, driven by surging AI demand for …
Vertiv Holdings reported Q2 2026 earnings with diluted EPS growth of 53% and adjusted diluted EPS surging 60% year-over-year, prompting the company to raise its full-year 2026 guidance across all majo…
Nvidia signed leases worth up to $50 billion for Hut 8's Beacon Point AI data center campus in Nueces County, Texas, a facility designed to house hundreds of thousands of its own graphics processing u…
Koch Real Estate Investments is exploring a sale of data center developer Edged that could value the company at roughly $15 billion, as surging AI infrastructure demand drives private equity interest …
Bloom Energy's stock has surged over 1,000% in the past 12 months, driven by a $25 billion partnership with Brookfield Asset Management and a 2.8 GW deal with Oracle, as AI data centers create insatia…
Nvidia is leasing an entire 1-gigawatt data center being built by developer Hut 8 in Texas, which will house hundreds of thousands of Nvidia's own GPUs, according to the Financial Times. CEO Jensen Hu…
Nvidia is the mystery tenant behind Hut 8's two 15-year leases at the Beacon Point data center campus in Texas, a deal that could be worth up to $50bn over its full life, the Financial Times reported …
Nvidia is financing up to $50 billion in leases at Hut 8's Beacon Point data center campus in Nueces County, Texas, a 1-gigawatt site designed around Nvidia's DSX reference architecture, according to …
Nvidia has poured over $40 billion into AI infrastructure commitments in 2026, including a $2 billion additional stake in GPU buyer CoreWeave, fueling debate over whether demand is organic or artifici…
Celestica raised its full-year 2026 revenue guidance to $20.5 billion from $19.0 billion and adjusted EPS to $11.30 from $10.15, driven by over 50% year-over-year revenue growth from AI infrastructure…
Crypto stocks rallied Monday as capital rotated away from AI infrastructure plays, with Strategy, BitMine Immersion Technologies, and SharpLink Gaming posting gains of roughly 3%, 7%, and 5% respectiv…