Data Center

Nvidia Corporation (NASDAQ:NVDA) shares are trading lower on Thursday, despite beating analyst estimates for first-quarter revenue and earnings per share. Here's why analysts are raising their price targets on the stock going forward. The Nvidia Analysts Bank of America Securities analyst Vivek...

Analog Devices (NASDAQ:ADI) is in advanced talks to acquire AI chip firm Empower Semiconductor for $1.5 ‌billion in cash, Bloomberg reported on Monday. Empower manufactures high-voltage chips for AI processors and data centers. Analog Devices and Empower Semiconductor did not respond to Benzinga...

Driven by the relentless artificial intelligence (AI) boom, U.S. data center construction has eclipsed office building investment, with stocks like Equinix Inc. (NASDAQ:EQIX) and Digital Realty Trust Inc. (NYSE:DLR) in focus. A Historic Real Estate Reversal According to Augur Infinity market data...

Advanced Micro Devices Inc. (NASDAQ:AMD) recently reported earnings driven by explosive data center growth. As the AI market evolves, AMD's dual dominance in CPUs and GPUs is positioning the company as a formidable challenger to Nvidia Corp.'s (NASDAQ:NVDA) long-standing reign. The Power Of...

Arista Networks (NYSE:ANET) reported first-quarter financial results that beat analyst estimates Tuesday after market close. Here are the highlights. • Arista Networks stock is taking a hit today. Why is ANET stock dropping? Arista Networks Q1 Financials Arista Networks reported first-...

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...