Astera Labs has demonstrated strong performance in the AI data center market, exceeding Q3 targets. However, margin concerns have led to stock fluctuations, requiring careful consideration of long-term profitability.
OpenAI is planning a large data center near Ann Arbor, Michigan. The project, situated on farmland, raises questions about environmental impact and resource consumption, while also promising economic benefits and techno…
A BlackRock and Nvidia-backed consortium has finalized a $40 billion deal to acquire a network of AI-focused data centers. This acquisition signals a major investment in AI infrastructure and highlights the increasing c…
Google has announced a $15 billion investment in Visakhapatnam, India, to establish a new AI data center. This marks Google's largest investment outside of the United States and signals a significant expansion of its AI…
Bloom Energy's partnership with Brookfield to power AI data centers marks a significant strategic move, leveraging Bloom's solid oxide fuel cell technology for the energy-intensive demands of AI. The deal underscores th…
Applied Digital is experiencing significant growth driven by increasing demand for AI-powered data centers. This analysis examines the factors contributing to this growth and its potential implications for the company a…