Data Center

A Peter Thiel-backed startup, Panthalassa, has secured $140 million in a funding round aimed at propelling its AI-powered sea technology. Led by Thiel, the funding round witnessed participation from a mix of new and returning investors such as John Doerr, Marc Benioff's TIME Ventures...

Shark Tank star Kevin O'Leary isn't hunting for the small equity business in 2026. The TV personality has firmly turned toward what he sees as the ultimate commodity of the current tech revolution – the physical infrastructure required to keep it going. When Geopolitics Meet Finance O'Leary's key...

Advanced Micro Devices (NASDAQ:AMD) reports first-quarter (Q1) financial results Tuesday after market close, a report that could put semiconductor stocks in the spotlight. Here are the earnings estimates, what analysts are saying and key items to watch. AMD Q1 Earnings Estimates Analysts expect AMD...

Wall Street is drastically raising its expectations for artificial intelligence (AI) infrastructure spending, with J.P. Morgan predicting an unprecedented capital expenditure boom among the top U.S. hyperscalers. The Massive 2026 Surge In a recent industry update shared by Brian Sozzi on X, J.P....

The board of SpaceX has reportedly approved an innovative compensation plan for its founder, Elon Musk, which is linked to the company’s ambitious Mars colonization and space-based data center operations. As detailed in a confidential registration statement filed with the Securities and...

Bloom Energy Corp (NYSE:BE) shares are trading higher in Monday’s after-hours session after Oracle Corp (NYSE:ORCL) announced it will use Bloom Energy fuel cells for Project Jupiter. Bloom Energy stock is building positive momentum. What’s driving BE shares up? Project Jupiter To...

Mark Zuckerberg‘s Meta Platforms Inc. (NASDAQ:META) has announced a partnership with space startup Overview Energy to utilize space-based solar energy for Meta’s data centers by the end of this decade. Overview Energy is developing a system to collect solar energy in space and transmit...

Anthropic is reportedly on a hiring spree to secure European data center deals. The Dario Amodei-led company has posted a job advertisement for a principal role based in London. A source disclosed to CNBC that Anthropic is evaluating deals to directly acquire data center capacity...

Editor’s note: The story has been corrected to reflect the correct year. Global data center electricity consumption is skyrocketing far beyond earlier estimates, driven primarily by the relentless expansion of artificial intelligence (AI) infrastructure, with Goldman Sachs forecasting a...

Super Micro Computer Inc (NASDAQ:SMCI) shares rallied on Friday as the company accelerates deployment times with a new enterprise server lineup aimed at faster, ready-to-ship builds for AI and data center workloads. The move is also getting a tailwind from a firmer Nasdaq, while Technology stocks...

Despite concerns over Amazon Inc. (NASDAQ:AMZN) investing heavily in AI, BNP Paribas analyst Nick Jones believes the company is poised to meet the growing cloud demand. Jones, in a note released on Tuesday, said “concerns are overdone,” and argued that Amazon...

Nvidia Corp (NASDAQ:NVDA) backed Australian AI infrastructure startup Firmus has secured $505 million in fresh equity funding, pushing its valuation to $5.5 billion. AI Infrastructure Demand Drives Fresh Capital The latest funding round was led by Coatue, with participation from Nvidia. The...

Driven by massive infrastructure spending from tech giants like Amazon.com Inc.(NASDAQ:AMZN) and Meta Platforms Inc. (NASDAQ:META), the value of U.S. data center construction has officially surpassed traditional office buildings for the first time in history. A Historic Flip In Real Estate The...

On Thursday, speaking on the All-In podcast, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang acknowledged the long-term potential of orbital computing. AI Data Centers In Space: Big Vision, Bigger Challenges "We should definitely work on the ground first because we're already here," Huang said, while...

Super Micro Computer Inc (NASDAQ:SMCI) stock trended on Wednesday as the company pushes an expanded accelerated-computing server lineup tied to NVIDIA Corp’s (NASDAQ:NVDA) latest data center GPU cycle, helping sentiment even while major indices trade lower. • Super Micro Computer stock...