AI Infrastructure & Data Center News
AI data centers, GPU infrastructure, power demand, and hyperscaler news.
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From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms - Reuters
Data Centers on Track to Suck Up a Fifth of US Power Use by 2035 - Bloomberg.com
New York becomes first U.S. state to impose AI data center ban
Massive data center buildout poses latest inflation threat for consumers - PBS
Franklin’s Dudley Sees AI Infrastructure Bull Case Through 2027
GOP Candidates Break With Trump on Data Centers to Boost Midterm Odds - Bloomberg.com
China Climate Plan Pushes Renewables in Factories, Data Centers - Bloomberg.com
Fed Links AI Infrastructure Demand to Rising US Inflation - Let's Data Science
New Position: TTRF Capital Loads Up on AI Infrastructure Company Nebius Stock
Modular Reactors To Solve Data Center Hysteria?
Meta breaks ground on $13 billion Canada data center
SpaceX is racing toward orbital data centers. Here are ways to play this emerging technology
Hyperscaler Debt Is Now a Rates Story - Bloomberg.com
Hyperscaler Debt Is Now a Rates Story
Meta to build C$13 billion Alberta data center, its first in Canada - Reuters
Meta is building its first big Canadian data center as AI expansion crosses the border
Meta to Build First Data Center in Canada, Expanding Global Fleet - Bloomberg.com
$130 Billion in AI Data Centers were Just Blocked. Where Does the AI Boom Go Now
Blackstone’s QTS Taps US Loan Market in Data Center-Backed Deal
Linkhome stock surges 20% on AI infrastructure expansion plan
Blue Owl launches U.S. digital infrastructure venture to tap data center demand
Blue Owl Unveils Infrastructure Venture Catering to Data Centers - Bloomberg.com
US Heat Sends Power Demand Far Beyond Forecasts
Big Tech joins Calgary Stampede oil bash, as Canada courts data centers
Big Tech joins Calgary Stampede oil bash, as Canada courts data centers
Big Tech joins Calgary Stampede oil bash, as Canada courts data centers - Reuters
MasTec: AI Infrastructure Still Makes Valuation Worth Buying
VNET Group: A Data Center Utility Priced For AI Perfection
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
AI bubble cracking as big tech renting out AI infrastructure proves they overspent
F5 (FFIV), Equinix (EQIX) Partner to Secure and Scale Distributed AI Infrastructure
Terawulf Stock Surges After Kentucky Data Center Deal With Anthropic
IREN Ltd (IREN) Is One Of The Top Underperforming Data Center Stocks To Buy
Northland Raises Lumentum (LITE) Price Target as AI Data Center Optics Outlook Improves
Akamai Technology’s (AKAM) Underperformance Can Be Explained By Investors Underestimating Data Center Opportunity
Valar Atomics Partners With NVIDIA (NVDA) To Develop Data Center in Utah, Reuters Reports
Anthropic signs 20-year lease at TeraWulf Kentucky data center
MasTec to buy Superior Group in $1.65 bln deal to expand data center business - Reuters
Data centers’ energy demand threatens Trump’s “Made in America” plan
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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.
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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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