Meta, BlackRock partner on $14 billion El Paso data center
CNBC Top · 2026-07-28
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AI Infrastructure & Data Center News
AI data centers, GPU infrastructure, power demand, and hyperscaler news.
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$NVDA · NVIDIA$AVGO · Broadcom$DELL · Dell Technologies$SMCI · Super Micro Computer$CRWV · CoreWeave$MSFT · MicrosoftLatest Analysis
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Reuters · 2026-07-28
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Apple overtakes Nvidia as most valuable company as iPhone maker avoids 'capex pitfalls'
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Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag
CNBC Top · 2026-07-27
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
Reddit WSB · 2026-07-27
Nvidia forms 37-member AI security alliance without OpenAI, Anthropic or Google
CoinDesk · 2026-07-27
The Gas-To-Nuclear Bridge For AI Data Centers
Seeking Alpha · 2026-07-27
The Pentagon wants to build data centers. Congress would like a word.
Politico EU · 2026-07-26
Latest Coverage
Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data center
Reddit WSB · 2026-08-18
Amazon increases Louisiana data center investment to $18 billion
Investing.com · 2026-08-18
Data Center Gas Plants to Boost US Power Emissions by 20% - Bloomberg
Bloomberg · 2026-08-18
DayOne gets $530m green loan for Singapore data center
Investing.com · 2026-08-18
SpaceX is Planning to Spend Up to $500 Billion on Data Centers. Here’s Why Elon Musk is Pushing All-In
24/7 Wall St. · 2026-08-17
Rats, not power, could pose overlooked risk to AI data centers
Investing.com · 2026-08-17
Nvidia financing initiative follows SEC guidance that takes sponsors off the hook for data center investments
CNBC Top · 2026-08-17
Nvidia backs financing for OpenAI data center in Ohio
CNBC Top · 2026-08-17
Nvidia to Invest Up to $105 Billion for OpenAI Data Center in Ohio - Bloomberg.com
Bloomberg.com · 2026-08-17
Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal - Reuters
Reuters · 2026-08-17
Nvidia cuts OpenAI Ohio data center guarantee to $120 billion
Quartz · 2026-08-17
WhiteFiber to acquire two North Carolina data center sites
Investing.com · 2026-08-17
AI Infrastructure Trade Still Alive. Seize It with SOXL
ETF Trends · 2026-08-17
Two Squeezed Hyperscalers: Does Meta or Amazon Have The Bigger Cash Flow Problem?
24/7 Wall St. · 2026-08-17
Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.
Motley Fool · 2026-08-17
Chinese hedge funds rotate out of Nvidia and US hyperscalers in evolving AI trade
SCMP Business · 2026-08-17
Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom
24/7 Wall St. · 2026-08-17
Nvidia scales back funding guarantee for Ohio OpenAI data center
Reddit WSB · 2026-08-17
The 5 Biggest Risks Americans Don’t Think About Behind the Data Center Boom
24/7 Wall St. · 2026-08-16
The Beauty in Uniting Against Data Centers - Bloomberg.com
Bloomberg.com · 2026-08-16
Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center
The Wall Street Journal · 2026-08-16
Vistra (VST) Is Not Just a Power Producer, But an AI Infrastructure Bet
Insider Monkey · 2026-08-16
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
Reddit Stocks · 2026-08-16
Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand
Insider Monkey · 2026-08-16
Nvidia eyes investing $3 billion in SoftBank's SB Energy under OpenAI data center deal, Information says
CNBC Top · 2026-08-15
Nvidia weighs $3 bln in SB Energy for Ohio AI data center - The Information
Investing.com · 2026-08-15
Nvidia eyes investing $3 billion in SB Energy under OpenAI data center deal, Information says - Reuters
Reuters · 2026-08-15
Nvidia in talks to invest $3 billion in SB Energy as part of OpenAI data center deal, the Information reports
Investing.com · 2026-08-15
Big Manufacturers Find New Demand in Equipping AI Data Centers
The Wall Street Journal · 2026-08-15
Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports
Reddit WSB · 2026-08-15
Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?
Insider Monkey · 2026-08-15
Hubbell (HUBB) Is Quietly Winning From AI Infrastructure Growth
Insider Monkey · 2026-08-15
Could AI Infrastructure Fuel GE Vernova’s (GEV) Next Rally?
Insider Monkey · 2026-08-15
AI Data Centers Are Running Out of Water. This $6 Stock Has a Fix
Insider Monkey · 2026-08-15
How fast can the U.S. build data centers amid labour concerns?
Investing.com · 2026-08-15
Nvidia scales back funding guarantee for Ohio OpenAI data center, WSJ reports
Investing.com · 2026-08-15
Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports - Reuters
Reuters · 2026-08-14
This Cloud Giant Plans New Layoffs to Cover Surging AI Data Center Bill. What That Means for Investors Now.
Barchart · 2026-08-14
Understanding Hyperscalers | Masters in Business with Ankur Crawford
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Goldman’s latest cash cow is all about funding the AI infrastructure boom
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