Data center stocks remain under pressure after Korea IPO plunges 30%
Data center stocks are being squeezed on Tuesday following a lackluster initial public offering overnight from a South…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
How U.S. data center backlash is spreading across Europe and Asia
As the AI boom becomes a major part of political debate, the public backlash against data centers in…
Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung Electronics and its affiliates will invest a combined $1 billion in Helix Digital Infrastructure, an artificial intelligence…
Debt-hungry data center companies increased risk bond yields spike
Spools of electrical wires outside a series of assembly tents during a media tour of the Stargate AI…
Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
Equinix partners with Nvidia, carves niche in AI data center boom
Nvidia CEO Jensen Huang called in to talk with Equinix CEO Adaire Fox-Martin at an Equinix event in…
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Wall Street endorsed Jensen Huang’s ‘big concept’ for AI. What now?
Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company’s “Japan…
Eaton jumps as its earnings and outlook signal hope for the AI buildout
Eaton delivered an excellent quarter on Friday, reinforcing our view that the AI data center buildout remains alive…
Musk’s Memphis AI empire is the epicenter of the data center backlash
Two years after Elon Musk made Greater Memphis the center of his artificial intelligence ambitions, building data centers…