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Data Centers

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16 ARTICLES

2w ago

Micron Reclaims $1,000 Share Price as Memory Prices Strengthen Ahead of Q4 Report

Hyperscaler demand and take‑or‑pay contracts have boosted Micron’s revenue visibility, leaving analysts to expect a blockbuster quarter on September 30.

11 ARTICLES

2w ago

Bloom Energy to Join S&P 500 Ahead of September 21 Rebalance

8 ARTICLES

3w ago

Hyperscale Data Ends Michigan Bitcoin Mining to Host 20 MW AI Tenant

9 ARTICLES

3w ago

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

5 ARTICLES

4w ago

HP Beats Q3 Estimates but Sees Sharp PC Volume Drop and Extended Margin Pressure

4 ARTICLES

4w ago

Hyperscale Data Reports 278.0314 BTC Corporate Treasury

7 ARTICLES

4w ago

RUM Group Signs $13.7 Billion Six‑Year GPU Services Deal

5 ARTICLES

4w ago

Applied Optoelectronics Falls More Than 10% After $600 Million At-the-Market Equity Filing

8 ARTICLES

4w ago

Bloom Energy Strengthens Outlook as Analysts Raise Targets and AI Customers Confirm Deals

11 ARTICLES

last mo.

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

5 ARTICLES

last mo.

Arista Reports First $3 Billion Quarter and Raises Outlook on Surging AI Demand

4 ARTICLES

last mo.

AI Value Chain Shows Inverted Margins, Raising Financing Risk

4 ARTICLES

last mo.

Caterpillar Posts Record Quarter as Data‑Center Demand Swells Backlog

4 ARTICLES

last mo.

CleanSpark Confirms 20-Year, 175 MW Sandersville Lease While Posting Large Quarterly Loss

7 ARTICLES

last mo.

Hut 8 Posts 81% Revenue Gain and $177 Million GAAP Loss

14 ARTICLES

last mo.

Hyperscale Data Sells 100 Bitcoin to Fund Michigan AI Campus

8 ARTICLES

last mo.

Rolls‑Royce Raises 2026 Profit Guidance After Strong First Half

Data Centers

Micron Reclaims $1,000 Share Price as Memory Prices Strengthen Ahead of Q4 Report

Bloom Energy to Join S&P 500 Ahead of September 21 Rebalance

Hyperscale Data Ends Michigan Bitcoin Mining to Host 20 MW AI Tenant

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

HP Beats Q3 Estimates but Sees Sharp PC Volume Drop and Extended Margin Pressure

Hyperscale Data Reports 278.0314 BTC Corporate Treasury

RUM Group Signs $13.7 Billion Six‑Year GPU Services Deal

Applied Optoelectronics Falls More Than 10% After $600 Million At-the-Market Equity Filing

Nvidia Takes Minority Stake in Cloverleaf to Speed U.S. AI Data‑Center Sites

Bitdeer Secures $400 Million Five‑Year Offtake for Malaysia AI Site

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Data Centers

Intel Rally Driven by Server CPU Demand as Foundry Business Remains Loss-Making

Bloom Energy Strengthens Outlook as Analysts Raise Targets and AI Customers Confirm Deals

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Arista Reports First $3 Billion Quarter and Raises Outlook on Surging AI Demand

AI Value Chain Shows Inverted Margins, Raising Financing Risk

Caterpillar Posts Record Quarter as Data‑Center Demand Swells Backlog

CleanSpark Confirms 20-Year, 175 MW Sandersville Lease While Posting Large Quarterly Loss

Hut 8 Posts 81% Revenue Gain and $177 Million GAAP Loss

Hyperscale Data Sells 100 Bitcoin to Fund Michigan AI Campus

Rolls‑Royce Raises 2026 Profit Guidance After Strong First Half

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Data Centers