AI Infrastructure & Data Center News
AI data centers, GPU infrastructure, power demand, and hyperscaler news.
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$NVDA · NVIDIA$AVGO · Broadcom$DELL · Dell Technologies$SMCI · Super Micro Computer$CRWV · CoreWeave$MSFT · MicrosoftLatest Coverage
Dell Stock Jumps 30% On Heady AI Data Center Sales
Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion
Cogent Communications Sees Data Center Sale Easing Debt Fears, Reviving Capital Returns
Constellation Energy: Buy The Pullback Before Data Center Deals Arrive
Baker Hughes CEO: Data Centers, LNG Fuel Shift Beyond Oilfield Services
Microchip Technology Incorporated (MCHP) Capitalizes on Data Center and AI Boom
5 Forces Shaping The Data Center Investment Landscape
Piper Sandler raises Dell stock price target on AI infrastructure growth
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage - Reuters
At Computex, Nvidia and Taiwan’s expanding role in AI infrastructure set to take centre stage
Google locks in 15-year, 200 MW Oklahoma solar deal with Enlight for data center power
Enphase Energy: The AI Infrastructure Play That Won't Amount To That Much
Ford Just Launched a $2 Billion Energy Business to Power AI Data Centers. Is F Stock a Buy?
HIVE Digital Technologies: From Bitcoin Miner To AI Infrastructure
Mitsui Eyes LNG Investment as Data Centers Lift Power Demand - Bloomberg.com
Trane Technologies: The Quiet AI Infrastructure Play No One Is Talking About
Mitsui Eyes Global LNG Deals to Power the AI Data Center Boom
Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀
FTAI Infrastructure CFO buys $45,800 in common stock
Dell raises annual forecasts as AI data center buildout fuels demand - Reuters
Dell raises annual forecasts as AI data center buildout fuels demand
Pimco Says Junk Debt for Data Centers Diverging Into Two Markets - Bloomberg.com
Pimco Says Junk Debt for Data Centers Diverging Into Two Markets
Data centers investments?
ZenaTech Enters the AI Data Center Construction Market with ZenaWorx, a Drone-based 3D Digital Progress Monitoring Software
AI data center Nebius pops 8.5% as Situational Awareness adds stake
This Boring Industrial Stock Is Helping Power AI Data Centers
UBS raises Modine Manufacturing stock price target on data center deal
Major data center supplier CEO just explained growing AI problem
Pure DC Secures $2.7 Billion to Accelerate AI Infrastructure Growth Across Europe and the Middle East
Bit Digital originates $100 million WhiteFiber loan tied to AI data center buildout
Optical component supply to lag AI data center demand through 2030, says Rosenblatt
Broadcom (AVGO) Could Be Positioned For The Next Big Shift In AI Infrastructure
Vertiv (VRT) Gets Another Target Hike As AI Infrastructure Demand Keeps Building
Marvell Q1 2027 earnings beat on AI data center demand
Vertiv Americas data center revenue lags gigawatt buildout due to timing, Morgan Stanley says
Applied Digital: 1-Month Lease Gap Signals Aggressive Hyperscaler Demand
Fabrinet: The Silent Enabler Of The AI Infrastructure Boom And Why I'm Bullish
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What is AI Infrastructure & Data Center?
AI data centers, GPU infrastructure, power demand, and hyperscaler news.
Which stocks are in the AI Infrastructure & Data Center space?
Commonly tracked tickers include NVDA, AVGO, DELL, SMCI, CRWV. Catalayer maintains curated ticker pages with live news at /stocks/ for each.
Why does AI Infrastructure & Data Center matter for investors?
AI Infrastructure & Data Center influences market sentiment, sector rotation, and individual stock valuations. Catalayer’s Market Intelligence tier adds AI-powered event classification so you can see which stories are likely to move prices.
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Create a custom keyword monitor on Catalayer with any of these terms: data center, hyperscaler, power demand, gpu cluster, nvidia h100, nvidia b200. Free accounts get 1 monitor; Plus ($29/mo) unlocks 5 simultaneous monitors with boolean rules.