Applied Optoelectronics, Lumentum, and Coherent have seen their stock prices surge, with Applied Optoelectronics specifically rising 7% due to high demand for its lasers from NVIDIA's AI data centers, reinforcing strong optical component demand driven by the AI sector.

Data Centers Look To Liquid Cooling As AI Future Heats Up Authored by Bruce Parker via The Epoch Times (emphasis ours), The boom in artificial intelligence (AI) technology and hyperscale facilities has created a growth opportunity for businesses that keep cloud- and AI-related computer servers from overheating. A worker walks among racks and network switches at the LightEdge Solutions data center in Altoona, Iowa, on Oct. 15, 2019. Joe Raedle/Getty Images Cooling is essential ...

The German government plans to double the number of data centers by 2030 as part of its new strategy, aiming to boost AI infrastructure with simplified permits, despite existing location disadvantages.

A startup supported by Nvidia is seeking US approval to launch tens of thousands of satellites to create orbiting data centers, aiming to serve artificial intelligence workloads in space.

Nvidia and OpenClaw are reportedly teaming up in a partnership described as a 'gamechanger,' with a focus on space data centers as a new growth area.

Nvidia has introduced its Vera Rubin chip, designed for orbital data centers, to power the Pod Seven AI supercomputer for space-based workloads, addressing challenges in power efficiency and cooling.

Semtech anticipates more than 50% revenue growth in its data center segment by fiscal year 2027, driven by momentum in data centers, LoRa technology, and recent acquisitions.

A report highlights three soaring stocks in the data center and defense sectors that have recently increased their dividend payouts to shareholders.

Digi Power X is reportedly expanding its business operations through a new venture focused on US Data Centers, according to its CEO.

Boston Dynamics' Spot robot dogs are being deployed at data centers to perform inspection tasks and enhance security, with operators reporting positive outcomes.

In Strängnäs, Sweden, opposition parties are threatening to block a major AI investment that promised 1,000 new jobs, citing concerns over rapidly increasing electricity prices which are making data centers less attractive.

Data centers were supposed to be a gift and evidence of an unprecedented artificial intelligence boom in the U.S. Now, in cities across the country, more and more mayors are treati...

Meta Platforms is reportedly planning 20% layoffs to reallocate capital towards building new data centers, a move aimed at supporting its ambitious artificial intelligence initiatives.

Data centers in Ohio are facing increasing public opposition due to concerns over their impact, with critics arguing the backlash is justified.

Greece is seeing strong investment interest in data centers, potentially reaching up to 10 billion euros, but faces a mismatch between preferred investment locations and areas with sufficient electricity grid capacity.

Since the beginning of the war, pro-Iranian hackers have increasingly targeted American and other entities, including companies, data centers, and cameras, raising growing concerns about digital attacks against the USA.

The Pew Research Center published its first survey on data centers on Thursday. Thomas Barwick/Getty Images Data centers power the AI revolution, and are sprouting all over the US. They can also be a drain on water and energy, and face opposition in many towns. A new Pew Research Center survey found that Americans who know about data centers don't like them. There are over 1,200 data centers scattered across the United States, and thanks to the AI boom, many more are on the way. Those data ...

Significant investment interest in the development of Data Center infrastructure is being recorded in Greece, at a time when global demand for computing power is increasing due to Artificial Intelligence.… Data Centers: Investment interest up to 2.2 GW - Η ΝΑΥΤΕΜΠΟΡΙΚΗ

A growing public backlash against data centers is now influencing municipal election races across France.

Ideal Power is accelerating the commercialization of its B-TRAN technology, targeting data centers, EVs, and energy storage markets, while aiming for a $10.5 million cash burn by 2026.

Experts warn that Iranian attacks on three data centers in the Middle East highlight their critical importance for both civilians and military, potentially shifting large investments to other regions.

Blue Owl Capital Brendan McDermid/Reuters Business Insider has learned of three large loans Blue Owl recently placed against data centers. The deals show how the firm is broadening its exposure to lucrative digital infrastructure. The lending comes as the firm has faced investor withdrawals elsewhere in its portfolio. Blue Owl Capital is doubling down on artificial intelligence infrastructure investments — including loans to two more data centers, Business Insider has learned. Last year, th...

Vertiv has launched its new OneCore Digital Twin Platform, designed to optimize and manage AI data centers.

Navitas Semiconductor's stock surged after the company announced new packages designed to improve efficiencies in AI data centers.

Virginia senators are pushing to curtail a 5.3% tax break for data centers

A briefing reveals concerns about Britain's artificial intelligence initiatives, highlighting issues such as missing billions in investment and the absence of promised data centers.

Warburg-backed PDG plans to raise $5 billion in debt to fund its expansion into data centers across Asia, signaling significant investment in the region's digital infrastructure.

Google has appointed Amin Vahdat as Chief Technologist for AI infrastructure, signaling a significant investment in data centers and hardware. The company plans to spend up to $185 billion on AI-related capital expenditures this year, with a focus on redesigning infrastructure for modular, repeatable designs.

US startup Aikido has introduced AO60DC, described as the world's first floating offshore wind turbine designed to host AI data centers, complete with integrated battery energy storage.

Dominik Leszczyński, CEO of DL Invest Group, states the ambition to develop a portfolio in Poland and build a strong, pan-European investment platform using the REIT model, focusing on modern logistics and digital infrastructure for projects like data centers and AI.

Oracle is reportedly planning thousands of layoffs as it shifts its focus towards artificial intelligence data centers, prompting analysis on how investors should approach ORCL stock.

An investigation has revealed that the UK's multibillion-pound AI initiative is built on 'phantom investments,' with rented data centers and a 'supercomputer' site still under construction, raising concerns for Keir Starmer's AI push.

US tech companies have heavily invested in building AI infrastructure in the Middle East, prompting questions about the long-term viability and wisdom of concentrating data centers in the Gulf region.

Lithuania's Ministry of Finance, as the main shareholder of Ignitis Group, expects the energy company to provide competitive prices, efficient management, and develop data centers as it enters a new phase of maturity after five years of green energy expansion.

Samsung SDI said Monday it will showcase next-generation batteries designed for humanoid robots and AI data centers at InterBattery 2026 this week in Seoul. Under the theme “AI Thinks, Battery Enables,” the company will debut a pouch-type all-solid-state battery sample developed for physical AI applications such as humanoid robots. The battery is designed to deliver high energy density, strong power output and enhanced safety in a compact form factor. It addresses the tight installation space ty

Attacks launched by Iranian forces on data centers, believed to be a first in the history of warfare, left millions of people in cities like... on Monday morning.

Uzbekistan plans to introduce a 15% electricity discount for cryptocurrency mining operations and data centers, aiming to boost the technology sector.

Marvell Technology has increased its sales forecast, attributing the growth to significant spending by AI developers on data centers.

Jebel Ali port was also hit during an Iranian attack. Raghed Waked/Reuters Drones struck three Amazon data centers in the Middle East during the war in Iran, causing outages. Iran's state media said…

Kevin O'Leary stated that if he were 25 today, he would focus on AI implementation and data centers, noting that small businesses are eager to adopt AI.

The president has sought to deflect public concerns about AI,

Equipment makers eye US data centers  China Daily - Global Edition

There has been a significant increase in interest in long-term Power Purchase Agreements (PPAs) for green energy, with property owners potentially competing with industry and data centers for supplies soon.

Marvell Technology has increased its sales forecast, attributing the growth to increased spending by AI developers on data centers.

Marvell Technology has raised its sales outlook, attributing the increase to significant spending by AI developers on data centers, indicating strong demand in the AI sector.

A new partnership between Octopus and Bynet aims to provide solutions for protecting critical infrastructure, including data centers, against growing threats and potential service disruptions.

TCS is reportedly in advanced discussions to establish additional AI data centers across India, indicating a significant expansion in the country's AI infrastructure.

ElvalHalcor anticipates energy costs and scrap prices to be key drivers for 2026, fueled by increased demand for aluminum and copper from data centers in Europe and the US, as well as energy network applications and packaging.

Amazon said the Bahrain facility was damaged due to a nearby drone strike, and two data centers in the UAE were directly hit by drones.

Missile and drone attacks have severely impacted Amazon Web Services (AWS) data centers in the UAE and Bahrain, prompting urgent calls for customers to migrate operations. Major tech providers like Snowflake and Red Hat, also reliant on AWS, are advising Middle East clients to enact disaster recovery plans. Services are experiencing disruptions, with no immediate restoration ETA.

Jim Cramer highlights Cummins' significant demand for diesel backup generators, driven by the proliferation of new data centers.

Deals made by major technology companies for power to supply their AI data centers are reportedly raising complex accounting questions, prompting scrutiny from financial experts.

An AI expert suggests that future artificial intelligence will not solely rely on large cloud data centers, with 'Physical AI' providing independent computing power for robots, making ChatGPT seem like a simpler exercise by comparison.

Blackstone Launching Public Vehicle for Data Center Acquisitions Amid overwhelming redemptions in other funds, Blackstone is preparing a publicly traded acquisition company dedicated to data centers, opening the door for “mom and pop" to jump into the AI boom, just as the market is panicking over who will find the trillions in data center spending over the next several years Bloomberg reported that the vehicle’s focus is on already-built and leased facilities, allowing rapid dep...

U.S. and Israeli strikes on Iran have prompted a wave of retaliatory attacks across the Middle East.

For the first time, more capital is being invested in data centers than in office buildings, raising questions about the future of cities and the nature of work.

A weekly tech report indicates that Amazon data centers have been targeted by drone incidents.

Iran targeted American sites throughout the region as President Trump said the United States was ready for a protracted fight. U.S. embassies and Amazon data centers were among the sites struck.

TotalEnergies SE is expanding its power segment to meet rising demand from data centers, prompting TD Cowen to raise its price target for the company.

Two Amazon data centers in the United Arab Emirates were struck by drones, causing structural damage, power outages, and water damage from activated fire suppression systems.

Amazon has committed nearly $40 billion to expand its AI data-center infrastructure in Spain.

Nvidia is investing $2 billion each in Lumentum and Coherent, two photonic solutions manufacturers, to enhance its data center chips with fiber optic and laser technology, addressing the growing demand for faster data processing.

Optical technologies are increasingly critical in data centers as they support energy-efficient, ultrahigh-bandwidth connections.

Coherent's stock climbed after the company reinforced its critical position in the build-out of AI data centers during the OFC conference, according to Stifel.

Iran has reportedly targeted Amazon data centers in the Middle East, signaling a shift in war objectives towards critical digital infrastructure.

The insatiable demand for chips from large AI data centers is leading to a scarcity of essential components, particularly RAM, in the consumer market.

The rapid growth of the AI sector is leading to a shortage of essential elements for consumer technology, as manufacturers prioritize lucrative equipment for AI and data centers over general consumer hardware.

Wolfe Research has increased its price target for Amazon, attributing the positive outlook to the strong performance of its AWS business, particularly from investments in AI and data centers.

LS Eco Energy said Tuesday its Vietnamese subsidiary LSCV has secured an $8 million contract to supply bus ducts to a hyperscale data center being built in Malaysia by a global IT company. Bus ducts — high-capacity power distribution systems — are critical infrastructure for hyperscale data centers, which require massive amounts of electricity to support artificial intelligence and cloud services. LSCV will supply the equipment in phases in line with construction progress at the data center in J

Across large parts of the United States, cities are experiencing significant water stress due to persistent drought conditions and deteriorating infrastructure, exacerbated by the growth of data centers.

Nvidia has unveiled plans to integrate its artificial intelligence technology into data centers located in space.

Spending on data center construction in the US has surged, surpassing office construction for the first time at the end of last year, indicating a significant shift in the construction market.

The rapid expansion of data centers in the US is reportedly slowing down, primarily due to constraints imposed by the existing power grid infrastructure, according to WoodMac.

A guest commentary argues that Switzerland's digital sovereignty relies fundamentally on robust infrastructure, including data centers and reliable power supply, especially for cloud services and AI applications.

Iran has reportedly attacked data centers in the region to disrupt US attack capabilities and cause economic chaos, with its next strategic steps potentially having global consequences.

Alphabet (GOOGL) and other major technology companies have made a commitment at the White House to power the development of next-generation data centers.

Vertiv Holdings and Generate Capital have announced a partnership to launch a BYOP&C (Build Your Own Power & Cooling) ecosystem for data centers, aiming to enhance infrastructure solutions.

Iran's statements have led to the militarization of global AI infrastructure, with data centers becoming legitimate war targets, intensifying geopolitical ties between Washington and the Gulf.

A growing number of businesses are opting to host their servers in professional data centers, citing enhanced security and greater flexibility as key advantages.

Building The Power Grid For Space-Based Data Centers  Forbes

Refroid and TierX have announced a landmark partnership to unveil India’s sovereign AI infrastructure stack, focusing on indigenous modular data centers.

Navitas stock has risen above key support levels following its pivot towards AI data centers, prompting investors to consider if it's a good buying opportunity.

From Gigawatts To Grab-And-Go: Crusoe Leans Into Modular AI Data Centers  Forbes

NextEra Energy anticipates adding up to 30 gigawatts of power generation capacity specifically for data centers by the year 2035, addressing the growing energy demands of the technology sector.

The world suddenly cannot get enough memory chips. Artificial intelligence data centers are consuming unprecedented volumes of DRAM, pushing prices higher and squeezing supply for everything from smartphones to laptops. The two companies at the center of that boom, Samsung Electronics and SK hynix, earned more than 72.1 trillion won ($48.7 billion) in operating profit last year. And yet the shortage continues. The question seems obvious. If demand is booming and profits are soaring, why not simp

Iran May Target US-Linked Data Centers in Arab Countries Tempo.co English

An article discusses the comprehensive requirements for constructing the world's data centers, emphasizing that it involves more than just Nvidia's specialized chips.

Broadcom has introduced a new 400G/lane optical Digital Signal Processor (DSP) designed to address the increasing bandwidth demands of AI data centers.

Tech giants Google and Meta are reportedly planning to build large data centers in Northern Finland, driven by the region's electricity grid, potentially creating a significant data zone across five municipalities.

AI data centers are highly energy-intensive, making them vulnerable to rising power costs. Andrew Caballero-Reynolds/AFP/Getty Images Oil's price surge is rattling chip stocks and raising AI cost…

Billionaire’s artificial intelligence company gets approval to run 41 methane gas turbines at its ‘Colossus 2’ in Mississippi Elon Musk’s artificial intelligence company xAI won approval on Tuesday to run 41 methane gas turbines at its “Colossus 2” data center in northern Mississippi. That’s nearly double the amount it has been operating. The turbines will help power xAI’s massive data centers, which house the company’s “AI supercomputers”, or giant arrays of advanced chips, which in turn pow...

Jim Cramer has praised Oracle, calling it the 'King of Data Centers' and highlighting its rapid growth, despite previously noting the company's challenges in building out its data center infrastructure.

The Johor state government in Malaysia has announced it will not approve any new projects, including data center developments, that have high water demand, prioritizing the welfare of its citizens.

An event described as a significant threshold for humanity reportedly occurred last week, with most people scrolling past it, while two Amazon data centers in the United Arab Emirates were struck.

Babcock & Wilcox has secured a contract to provide 1.2 gigawatts of gas-fired power generation capacity for Applied Digital's data centers, supporting their energy needs.

Nscale, a fledgling data center provider, has raised $2 billion in funding, marking one of the largest deals for a European startup, and is now valued at $14.6 billion with Nvidia's backing.

Trane has introduced its HSAG Air-Cooled Magnetic Bearing Chiller, designed to support the growing demand for data centers in the Asia Pacific region.

The rapid expansion of AI and data centers is driving proposals for massive high-voltage power lines, leading to significant resistance from landowners and local communities.

Hyperscale companies are heavily investing in data centers, leading to potential growth opportunities for specific stocks in the sector.

The concept of data centers in space is being explored as a potentially more cost-effective solution than traditional Earth-based facilities, given the right technology.

Rocket Lab has introduced new silicon solar arrays designed for use in space-based data centers, expanding its technology offerings.

The US is reportedly considering new restrictions on the export of advanced AI chips, potentially requiring investments in American data centers for large semiconductor sales, a move that could significantly impact Poland's AI development plans.

ElvalHalcor is focusing on the growing demand for aluminum and copper from data centers and energy networks, with energy costs and scrap prices identified as key factors for its 2026 performance.

Chinese equipment manufacturers are increasingly looking to expand their presence in the US data center market.

Data Center Hunter: Iran Expands Drone Target List, From AWS To Microsoft Facilities Iranian state-affiliated media says the IRGC has targeted Microsoft data centers in the Gulf region with kamikaze drones, days after IRGC drone strikes hit Amazon data centers in the United Arab Emirates. This underscores a new escalation: commercial data centers no longer appear to be off-limits, a risk we warned readers a little more than a month ago. "The targeting of Amazon and Microsoft in ...

Marvell Technology Raises Sales View As AI Developers Spend on Data Centers WSJ

Marvell Technology has projected strong fiscal 2028 revenue, driven by an anticipated boom in AI-driven data centers, leading to a jump in its share price.

The surging demand for AI data centers is leading to a new wave of 'prospectors' like former Microsoft executive Brian Janous, who are actively seeking and packaging land and electricity for these energy-intensive facilities.

The concept of AI data centers in space is being explored, with a potential SpaceX IPO highlighted as a development that could significantly impact this emerging sector.

Major players in the artificial intelligence sector have promised former President Trump that they will cover the increased energy demands associated with developing and using AI, which relies heavily on electricity-consuming data centers.

Trump says deal on data centers will lower electricity costs, but offers few details  AP News

Trump Hopes Tech Pledges Can Sooth Voters’ Electricity Bill Angst  Bloomberg

The country is aiming to become a global hub for artificial intelligence and cloud computing infrastructure. But AI data centers' enormous energy and water demands present a challenge.

CoreWeave's stock has seen a rise following the announcement that AI search engine Perplexity will utilize the cloud firm's data centers.

Romania's Government Private Cloud has become operational, featuring four data centers designed to enhance public sector digital infrastructure.

Huawei has announced a collaboration with the GCC to launch the AIDC Ecosystem Co-construction Initiative, focusing on building a robust ecosystem for AI and data centers.

Reported Iranian strikes on Amazon data centers underscore the industry's susceptibility to physical disasters and geopolitical tensions.

NextEra projects adding as much as 30 gigawatts of power capacity to support data centers by 2035, addressing growing energy demands.

A new study suggests that AI data centers might not require constant peak power, potentially impacting future energy consumption models for these facilities.

The market for hard drives is experiencing scarcity and rising prices, driven by the immense storage demands of data centers fueled by the boom in artificial intelligence.

Airports, Data Centers, Skyscrapers, & Power Plants: Are Desalination Plants Next Targets In U.S.-Iran War "I think it's fair to say this is a third Gulf war, isn't it?" Economist defense editor Shashank Joshi wrote on X. I think fair to say that this is a third Gulf war, isn't it? March 2, 2026 Beyond the ongoing exchange between U.S. and Israeli forces striking Islamic Revolutionary Guard Corps military targets and IRGC retaliation strikes against U.S. and allied bases across...

Construction spending on data centers exploded by 32% in 2025, while other sectors like factories, power plants, and office buildings show mixed trends.

Companies are taking on significant debt to finance the development of large language models (LLMs) and data centers, raising concerns about a potential AI bubble.

The increasing proliferation of data centers is leading to a surge in demand for engine power plants, as these facilities require substantial and reliable energy sources to operate.

Robot dogs, costing $300,000 apiece, are now being deployed to guard some of the largest data centers in the country, patrolling these energy-intensive complexes that often face public protest.

Nuclear Exchange Traded Funds (ETFs) are reportedly fueling AI data centers and have been achieving triple-digit returns.

Nebius's stock has declined after the neocloud company announced a bond offering to help finance new data centers, despite securing new deals with major tech companies.

Google is reportedly in discussions with China's Envicool and other companies to procure cooling systems for its data centers, indicating potential collaborations in critical infrastructure technology despite broader geopolitical tensions.

Asia’s DayOne Data Centers Is Said to Near Confidential Filing for US IPO  Bloomberg.com

Nvidia CEO Jensen Huang said space computing "has arrived" at the GTC 2026 conference.

Southland, New Zealand, could soon host the country's two largest electricity users if resource consents are approved for new data centers, potentially transforming the region into a significant power center.

Small data heat plants are emerging in Finland, tasked with selling waste heat from large data centers to district heating companies, a development unexpected a few years ago.

OpenAI CEO Sam Altman believes artificial intelligence will become an abundant utility, similar to water or electricity, accessible on demand and priced per use. He foresees intelligence being sold like tokens, despite the immense costs of data centers.

Major tech companies are competing for power as AI data centers consume enormous amounts of electricity, leading utilities in states like Virginia and Texas to warn of unprecedented demand and potential cost burdens.

A PwC study has identified four regions in Greece—West Macedonia, Central Macedonia, and Thessaly—as prime locations for new data center installations due to their significant available electrical capacity. These areas are poised to attract substantial investments totaling 10 billion euros, promising considerable benefits for the national economy.

US chip giant Nvidia may unveil a new artificial intelligence inference chip architecture built around on-chip static random access memory, or SRAM, at the Nvidia GTC 2026 conference in San Jose, California, on Monday, raising questions about whether the design could reshape the structure of the AI memory market. According to industry sources on Sunday, the proposed SRAM-based architecture is expected to take a different approach from the GPU designs currently used in AI data centers. Today’s GP

Trane has launched its new HSAG Air-Cooled Magnetic Bearing Chiller, designed to support and drive growth in data centers across the Asia Pacific region.

The ongoing conflict in Iran is projected to significantly raise the operational costs for data centers, potentially leading to the shutdown of some projects in the industry.

Palantir CEO Alex Karp asserts AI grants the US and allies a decisive edge against Iran, highlighting the "uniquely American" AI revolution.

A debate is emerging regarding the significant electricity costs and energy consumption associated with the data centers required for the booming artificial intelligence industry.

Concerns regarding significant capital expenditure on data centers have reportedly weighed on Microsoft's (MSFT) performance.

Voya has decided to limit its credit investing in data centers, citing concerns over the escalating demand for AI-related infrastructure and its potential impact on the market.

American giant Digital Realty, specializing in data center acquisition and development, has purchased the Bulgarian company Telepoint, amidst a boom in AI factories and data centers.

Greece is positioned to attract over 2 billion euros in data center investments by 2030, with the potential to become a significant data hub in Europe.

Financial commentator Jim Cramer suggests three stock market themes, including AI data centers, memory chips, and discount retailers, that could perform well once the current oil shock subsides.

GITEX Africa Morocco 2026 is set to feature a new cybersecurity forum focusing on AI-driven cyber threats, while also highlighting data centers as crucial infrastructure powering Africa's digital future.

AVK and Pure Data Centers’ microgrid facility in Ireland could mark the region’s first step toward a privately powered ecosystem.

UBS has raised its price target for NextEra Energy to $104, citing increasing demand for power from data centers as a key driver for the company's growth.

The Netherlands is struggling with electricity grid expansion, with power lines being prioritized for data centers over new housing, despite incentives for wind and solar power. This situation is seen as a warning signal for Europe's energy supply.

Biotech startup Cortical Labs is developing data centers powered by human brain cells instead of traditional silicon chips. This innovative approach aims to address the massive energy consumption of artificial intelligence by exploring biological computing alternatives.

French President Emmanuel Macron stated that France intends to utilize its nuclear power capabilities to support the energy demands of artificial intelligence data centers.

Shares of CATL, the world's largest battery manufacturer, surged 10% as the AI boom drives increased demand for batteries, particularly for data centers, shifting focus beyond electric vehicles.

New data centers in Singapore and Melbourne are reportedly being run by human brain cells, indicating advancements in neuromorphic computing.

A senior researcher from Peking University advises China against following SpaceX's approach to launching AI data centers into orbit, suggesting a focus on more practical near-term space-based computing instead.

Pennsylvania is investigating the use of abandoned mines and waste-heat recycling to make new data centers more sustainable, aiming to reduce their environmental impact.

Major cloud providers like AWS and Microsoft Azure are exploring rerouting data center workloads from West Asia to India and Singapore due to recent geopolitical disruptions. Drone strikes impacted AWS data centers in the UAE and Bahrain, causing service outages. This temporary shift could spur long-term investment in India's growing data center capacity.

A Wall Street Journal opinion piece suggests that abandoned mines could be innovatively repurposed to house data centers, highlighting their potential as new infrastructure for the tech industry.

Amazon's Project Kuiper has formally requested the FCC to reject SpaceX's proposal for a million-satellite constellation, citing concerns over a lack of essential technical and orbital parameters and space safety details.

Canadian billionaire Kevin O'Leary suggests AI implementation for small businesses and data center development as prime opportunities for young entrepreneurs, noting the lack of AI expertise in many small firms.

California May Flip 50-Year Nuclear Moratorium California, long a leader in aggressive renewable energy mandates, is showing early signs of softening its decades-old ban on new nuclear power. Bloomberg reported cracks are appearing in the state’s 1976 moratorium, driven by surging electricity demand from AI data centers and the challenge of hitting absurd climate targets like 90% clean electricity by 2035 and 100% by 2045. At the center of the development is Assembly Bill 2647, ...

TCS CEO K Krithivasan is optimistic about AI data centers, revealing "advanced discussions" with hyperscalers. India faces a significant AI infrastructure gap, needing 10 GW by 2030, with current projects falling short. TCS aims to be a comprehensive AI solutions provider, from infrastructure to AI agents, building on its OpenAI partnership and investing heavily in new facilities.

Infrastructure underpinning digital services has been pulled into the conflict in the Middle East

Frankfurt faces a conflict over the role of data centers, balancing digital growth with local concerns about land scarcity, high electricity consumption, and site policy, as municipal elections approach.

Oracle is reportedly planning thousands of job cuts as it faces financial strain from a significant expansion into AI data centers, according to Bloomberg News.

Marvell Technology has increased its sales forecast, attributing the rise to increased spending by AI developers on data centers.

Marvell Technology has raised its sales outlook, driven by increased spending from AI developers on data centers, indicating strong demand in the AI infrastructure sector.

President Trump met with top executives from major tech companies like Google, Oracle, Meta, and Microsoft to sign a covenant addressing the negative side effects of data centers, an initiative that is reportedly facing opposition from both Democrats and Republicans.

Google, Microsoft, Amazon, and other tech giants have pledged to cover the immense electricity costs of their AI data centers. This voluntary commitment aims to prevent electricity price hikes for American households and ease public concerns over rising energy prices.

Technological giants have reportedly pledged to Donald Trump that they will pay for the electricity consumption of their data centers.

A report highlights how data centers are increasingly becoming targets or collateral damage in wartime conflicts, impacting critical infrastructure.

Companies including Google, Microsoft and OpenAI committed to pay for the power plants and grid upgrades needed to run their data centers.

Jim Cramer noted that Keysight has established a substantial business presence within the growing sector of AI data centers.

Grassroots opposition to data centers is growing in communities across the U.S. as people blame the facilities for high utility bills.

Deals made by major technology companies for power to run their AI data centers are reportedly raising questions regarding accounting practices.

SK Telecom, Supermicro, and Schneider Electric have formed a strategic alliance to accelerate the global rollout of AI Data Centers (AIDC).

NextEra Energy plans to significantly expand its power generation capacity, targeting an additional 30 gigawatts to support data centers by the year 2035.

Micron has announced it has started shipping its highest-capacity LPDRAM, specifically designed for use in data centers.

A chief investment officer estimates that $1.4 trillion will be needed by 2030 to electrify AI data centers, highlighting the significant infrastructure investment required.

Danish industrial giant Danfoss is selling its electric vehicle component business, citing better long-term investment opportunities in data centers, despite the potential in EVs.

China is pushing for leadership in space, with ambitions ranging from orbital data centers to commercial space travel, integrating these goals into its broader economic strategy.

Technology giant Google has started preparatory work, including tree felling, on land reserved for its data centers in Kajaani and Muhos, Finland, though final investment decisions have not yet been made.

Amazon has announced plans to invest an additional $21 billion in Spain, focusing on expanding its data centers and artificial intelligence capabilities in the country.

A new article discusses the potential for data centers in space to be more cost-effective than their Earth-based counterparts, given the right technological advancements.

An article highlights the rapid growth of data centers and recommends two top-rated stocks for investment in this sector.

Amazon plans to invest an additional $21 billion in Spain to develop data centers and artificial intelligence infrastructure.