AI Infrastructure & Data Center News
AI data centers, GPU infrastructure, power demand, and hyperscaler news.
Related Tickers
$NVDA · NVIDIA$AVGO · Broadcom$DELL · Dell Technologies$SMCI · Super Micro Computer$CRWV · CoreWeave$MSFT · MicrosoftLatest Analysis
South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan
Why Microsoft, Meta, and Amazon earnings could crush the S&P 500
Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
Latest Coverage
IGU's Ydreos on Energy Demand Driven by Data Centers
Nextdc CEO to Forgo Incentives After Australia Data Center Delay - Bloomberg.com
Wall Street Brunch: Fed And Hyperscaler Earnings
What the US Movement Against Data Centers Can Learn From Abroad
Navitas Semiconductor Corporation (NVTS) Discusses Breaking the AI Infrastructure Power Wall and Portfolio Expansion Through Recent Acquisition - Slideshow
Google illegally cut down 250K trees in Finland for data center
Watch How This County Made the Data Center Boom Pay Off - Bloomberg.com
How This County Made the Data Center Boom Pay Off
The AI data center boom has a ghost problem
Setbacks Mounting On The AI Data Center Front
Energy Transfer: Likely To Deliver Growth, But Don't Bet On Data Centers
S&P 500 Earnings: FOMC Announcement, September PCE, And 3 Hyperscalers Report This Coming Week
Google will pay people to use less electricity so its data centers can use more
Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says - Bloomberg.com
Data Centers Face Downgrade Risk Amid Local Pushback, S&P Says
Data Center Alley Goes Dark: Amazon Abandons Data Centers In Loudoun County
What we want to see when this data center stock reports earnings next week
Data center spending to more than double to $2.1 trillion by 2028, BofA says
Forestalia explores data center power asset sale for capital - Bloomberg
Why AI data centers are powering a boom in fuel-cell demand - Reuters
Data center spending to more than double to $2.1 trillion by 2028, BofA says - Reuters
UBS cuts CoreWeave stock price target to $105 on AI infrastructure concerns
Explainer-Why AI data centers are powering a boom in fuel-cell demand
Nscale Sued in Norway for Labor Violations at Data Center Site - Bloomberg
Texas Instruments: Cyclical Industrial Recovery Boosted By Growing Data Center Monetization; Upgrade Buy
Are AI Data Centers Overvalued?
SK Group’s data center unit seeks funding for $350 bln AI buildout - Bloomberg
SK Data Center Arm in Talks to Fund $350 Billion AI Buildout - Bloomberg.com
AI Data Center Backlash Threatens Australia’s $70 Billion Dream - Bloomberg.com
MaxLinear's AI data center infrastructure revenue grew 210% year over year. - Stock Titan
Rexel Q3 2026 slides: sales surge 11.4% on data center boom
We're dipping back into the AI trade with our first data center buy in weeks
Trump Calls On Data Center Developers To Pay Communities A Dividend
S&P 500: Junk Bonds Worry Me More Than AI Hyperscalers
Raoul Pal Says AI ‘Economic Singularity’ Could Arrive by 2029 as Elon Musk Warns Data Center Buildout Is Harder Than Funding It - Yahoo Finance
Scotiabank Names Top Utility Stocks Amid Data Center Growth
Germany’s Idle Nuclear Plants Eye New Life as AI Data Centers - Bloomberg.com
Generac: Hyperscaler Backlog Sets The Stage For Accelerating Growth
HSBC initiates Evergy stock with buy rating on data center growth
HSBC initiates Ameren stock with buy rating on data center growth
Related Topics
AI StocksEarnings SeasonSemiconductor IndustryFrequently Asked Questions
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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