data centers

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang used the company's Wednesday evening earnings call to deliver a clear message about the state of the AI boom: demand is not just strong, it has "gone parabolic." "This was an extraordinary quarter. Demand has gone parabolic," Huang said. "The reason is...

Elon Musk's corporate universe could be headed for its biggest combination yet, according to Wedbush analyst Dan Ives, who is now putting an 80% probability on a Tesla Inc. (NASDAQ:TSLA) and SpaceX merger. TSLA stock is moving. See the chart and price action here.  Ives made the call in a...

Elon Musk said on Wednesday that SpaceX is now selling artificial intelligence computing power at "significant scale," pointing to an expanded agreement that gives Anthropic access to the company's Colossus data center capacity as the space venture prepares for a public listing. Musk Says SpaceX Is...

Nvidia Corporation (NASDAQ:NVDA) reported highly anticipated first-quarter financial results on Wednesday after market close. With expectations high for the company heading into the print, here are the key highlights and a look at what’s next. Nvidia Q1 Earnings Nvidia reported...

Leopold Aschenbrenner's Situational Awareness hedge fund significantly boosted its CleanSpark Inc. (NASDAQ:CLSK) position in the first quarter as the Bitcoin (CRYPTO: BTC) miner pushes deeper into AI infrastructure. The fund's latest 13F, filed May 18 for the quarter ended March 31, shows...

Jim Cramer is calling on local municipalities across the country to leverage their negotiating power against tech giants building data centers, urging towns to demand both environmental protections and significant community investments before allowing construction to begin. Enforcing Environmental...

Kerrisdale Capital released a new report on Tuesday, saying that it is short Everspin Technologies Inc. (NASDAQ:MRAM) because it believes the recent rally in MRAM shares is driven more by AI-related speculation than by any meaningful change in the company's business. MRAM stock is down. See the...

Investor Chamath Palihapitiya is calling out exploding compute demand and rising token prices. Yet the market may not be rewarding the companies positioned to solve the shortage. NVDA stock is moving ahead of earnings. See the price action here.  Responding to a post from Liz Thomas noting...

On Monday, Kevin O'Leary raised concerns about alleged foreign influence in the U.S. debate over AI infrastructure, amplifying a new report that says China-linked networks are working to shape public opinion and policy on data center expansion. O'Leary Flags National Security Concerns The “...

On Monday, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Blackstone Inc. (NYSE:BX) said they are forming a new artificial intelligence cloud and data center venture in the U.S. Google And Blackstone Launch AI Infrastructure Venture In an announcement release, Blackstone said it will initially...

Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk reaffirmed orbital datacenter goals on Thursday as NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang outlined the growing need for energy to operate AI compute. Space Is The Only Way User @TheChiefNerd posted a clip on X that showed Huang sharing that the...

On Thursday, Elon Musk reacted to Y Combinator CEO Garry Tan's post, which criticized proposed legislation from Sen. Bernie Sanders (I-Vt.) and Rep. Alexandria Ocasio-Cortez (D-N.Y.) that would halt major AI data center construction. Musk's Brief Response Fuels AI Infrastructure Debate Musk...

A new Gallup survey published on Wednesday found most Americans oppose building AI data centers in their local area, highlighting growing public resistance as technology companies rapidly expand artificial intelligence infrastructure. Gallup said 71% of Americans oppose AI data centers nearby,...

In some quiet corner of Omaha, Nebraska, there sits the largest private collection of Treasury bills ever assembled in the history of capitalism. If it were physical, and in the highest denomination ever made to the public ($10,000 bill), it would weigh nearly 84,000 pounds – requiring a logistic...

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption In a post on X, Warren said that "a...