Intel Shares Drop 12% on AI Supply Constraints
This article first appeared on GuruFocus. Intel (INTC, Financials) shares fell 12% after the company said supply chain…
What MACOM Technology Solutions Holdings (MTSI)’s Optical Interconnect Momentum Means For Shareholders
In recent days, MACOM Technology Solutions has been highlighted for strong revenue and earnings growth, as well as…
The Private Equity-Owned Data Center Behind Giant CME Outage
(Bloomberg) — About 45 minutes west of downtown Chicago lies a rather unassuming, glass-encased data center that some…
Arcadis announces four new data center wins in Germany
28 November 2025 – Arcadis (EURONEXT: ARCAD) today announced that its recently acquired subsidiary, KUA, has secured four…
Strong Financial Growth Amid Market …
This article first appeared on GuruFocus. Release Date: October 30, 2025 For the complete transcript of the earnings…
BlackRock, Nvidia-backed group strikes $40 billion AI data center deal
By Arsheeya Bajwa and Aditya Soni (Reuters) -An investor group including BlackRock, Microsoft and Nvidia is buying one…
OpenAI expects business to burn $115 billion through 2029, The Information reports
(Reuters) -OpenAI has sharply raised its projected cash burn through 2029 to $115 billion as it ramps up…
Meta’s Backstop Is Linchpin for $26 Billion AI Data-Center Deal
(Bloomberg) — When Meta Platforms Inc. turned to lenders to secure $26 billion in debt funding for construction…
AMD Delivers Massive Q2 Beat– But Here’s Why Shares Are Falling
Aug 6 – AMD (NASDAQ:AMD) stock slipped 5% in pre-market trading on Wednesday despite beating Q2 revenue estimates,…
Shanghai targets 5 new data centres in 2025 as China boosts AI computing capacity
Shanghai aims to complete at least five new large-scale data centres by the end of the year to…
Trump’s Big Beautiful Bill will accelerate an American energy crisis—and it could cost the U.S. the AI race
America is facing an energy imperative: Grow power from all sources or face potential failure. That’s failure in…