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Data centers
552 TokenPost stories are tagged Data centers. The newest appear first.
Latest Data centers stories
- CoreWeave Falls 9.53% as Midterm Results Weigh on Compute Stocks
Oracle, Nebius, IREN and Applied Digital also fell as election results renewed concern about data center approvals and power constraints.
· Investing
- Jim Cramer Sees Tech Leadership Shifting Beyond Nvidia and Microsoft
Oracle rose nearly 6% Tuesday, while AMD and Arista Networks reported quarterly results after the close. Cramer warned that data center disputes and the war with Iran remain risks.
· Investing
- Arista Networks Posts 58.5% Revenue Growth in Third Quarter
The company forecast fourth-quarter revenue of $3.9 billion to $4 billion and non-GAAP earnings of $1.26 to $1.30 per share.
· Business
- AMD Revenue Reaches $13.4 Billion as Data Center Sales Jump 97%
AMD forecast fourth-quarter revenue of about $17 billion and a non-GAAP gross margin near 55%.
· Business
- AMD rebound case rests on data centers as $650–$700 targets hinge on support
AMD’s data center growth could support a rebound, Danielle Shea said, but her $650–$700 longer-term targets depend on holding support above $412. Earnings volatility remains a risk.
· Investing
- Arm Holdings Faces Fiscal Q2 Test as AI Demand Meets Smartphone Pressure
Arm forecast $1.38 billion in revenue and non-GAAP earnings per share of $0.47. Analysts expect revenue at the forecast midpoint and earnings per share of $0.48.
· Business
- Fermi Says TensorWave Data Center Lease Missed Oct. 31 Closing Deadline
The planned 222-megawatt Texas facility is not yet covered by an effective lease, and Fermi has not set a new closing date.
· Business
- Goldman Sachs Forecast Implies $8.5 Trillion in Potential Data Center Spending
The estimate applies $50 billion per gigawatt to 170 GW of projected additions from 2025 to 2030.
· Business
- TransAlta Q3 FFO Per Share Falls to C$0.46 as Revenue Declines
Adjusted EBITDA rose to C$264 million from C$238 million, and the company remains confident in its 2026 outlook. TransAlta also plans to mothball two Alberta generating units in 2027.
· Business
- Putin Orders Private Russian Data Centers to Reserve 10% of Capacity
A government commission can activate the reserve, with operators required to provide access within 24 hours of a decision.
· Regulation
- Penguin Solutions Adds DDR5-12800 Modules for AI Data Centers
The two-rank design is intended to increase bandwidth over standard registered DIMMs; no measured performance comparison was provided.
· Technology
- Cipher Digital Posts $31.6 Million Q3 Profit on Noncash Warrant Gain
Revenue fell 63% as Bitcoin mining declined, while the company's Texas data center generated its first leasing revenue.
· Business
- Brookfield and Qatar Investment Authority Agree to Invest $3.4 Billion in UK Data Center
The project involves Drax Group, a UK power generator.
· Business
- Arm Shares Fall About 14% in Two Sessions Through Monday, Nov. 2
Arm's fiscal first-quarter data-center royalties more than doubled year over year. Intel separately projected fourth-quarter revenue of $15 billion to $16 billion.
· Investing
- Nvidia Says It Ships More Than 1,000 MGX Racks a Week
The modular systems are designed for power densities above 120 kilowatts per rack and can accommodate future Vera Rubin platforms.
· Technology
- TETRA Technologies Posts 9.6% Q3 2026 Revenue Growth, Sees Q4 Gains
Revenue reached $167.951 million for the quarter ended Sept. 30, while the company forecast double-digit fourth-quarter growth in revenue and Adjusted EBITDA.
· Business
- Cipher Digital Discusses Up to 1 GW of Gross On-Site Capacity
Energization is targeted for 2027–28, but the capacity remains an opportunity under discussion. Cipher’s Nov. 2 update put Barber Lake contracted revenue at about $9.1 billion.
· Business
- Altman Says AI Can Handle Parts of White-Collar Jobs as Capabilities Grow
He said AI is now mostly smarter than top scientists and cited about 100,000 tokens in average monthly use per person.
· Technology
- Omen AI to Acquire Aquatic Labs in $16 Million Sensor Deal
The deal pairs Omen’s water monitoring with Aquatic Labs’ alkalinity testing. The combined team expects to bring an integrated sensor to market in early 2027.
· Business
- Musk Forecasts Orbital AI and Cloud Capacity Will Exceed Ground by 2029
Google’s cost comparison concerns launching hardware into orbit versus building computing capacity on the ground. Global data-center IT capacity is projected to reach 316 GW in 2030.
· Technology
- Altman Says AI Efficiency Has Risen as Data Center Power Use Is Forecast to Rise
Altman gave no standardized benchmark for his estimate. Global data center electricity use is projected to reach 950 TWh in 2030.
· Technology
- Marvell to Acquire Lumentum in Stock Deal Targeting 2028 Close
The planned deal would combine two companies focused on AI data-center connectivity, with completion projected for the first half of 2028.
· Business
- Lumentum Q1 EPS Beats Analyst Estimate as Revenue Jumps 136.5%
Revenue reached $1.2626 billion for the quarter ended Sept. 26, while Lumentum forecast fiscal second-quarter revenue of $1.575 billion to $1.625 billion.
· Business
- UBS Strategist Sees 2027 as Potential Turning Point for AI Returns
Data-center deliveries could unlock backlogs and help revenue catch up with capital spending, while many cable and power-equipment suppliers have orders scheduled through 2027 or 2028.
· Investing
- Morgan Stanley Sees Global Data Center IT Capacity at 316 GW by 2030
The forecast calls for about 180 GW of additional capacity from the projected end-2026 level, despite power, construction and financing constraints.
· Technology
- STT GDC Discusses $2.4 Billion Loan to Finance Its Assets
The proposed three-year syndicated facility would carry interest 165 basis points above the Singapore Overnight Rate Average (SORA) and include an extension option of up to two years.
· Business
- Morgan Stanley Forecast Puts U.S. Data Center Gap at 70 GW Before Mitigation
On-site generation and nuclear co-location would lower the projected net gap to about 33 GW. Bitcoin mining conversions are a secondary option.
· Technology
- OpenAI Plans Post-Midterm Push to Promote AI Compute Campuses
The effort follows Chris Lehane’s policy goal of mandatory national AI safety rules and an Ohio campus project of approximately eight gigawatts.
· Technology
- Brazil's REDATA Law Suspends Select Data Center Equipment Taxes
The law sets a five-year incentive term, but three tax suspensions run only through Dec. 31, 2026. Qualifying projects must meet domestic-service, energy, water and research requirements.
· Regulation
- AI Spending Faces a Return Test as Debt Costs Rise and Political Risks Loom
AI-related U.S. corporate bond issuance reached $655 billion through mid-October, while cash outflows at major technology companies have sharpened questions about returns.
· Business
- Digital Realty Raises 2026 Outlook After Record Lease Bookings
Its share of third-quarter bookings was $627 million, while signed leases awaiting start represented $1.8 billion in annualized rent at quarter-end.
· Business
- West Virginia Appeals Court Dismisses Ridgeline Permit Challenges
The Aug. 26 orders did not assess the permit’s emissions review; state regulators upheld the permit in February with an added performance-testing condition.
· Regulation
- OpenAI CEO Meets About 50 Samsung Executives as Memory-Chip Supply Tightens
The Oct. 31 discussion covered AI’s potential effects on industries and business decisions over the next decade.
· Business
- Newport Residents Raise Water Questions About Fit Energy Data Center Plan
Hundreds attended the Oct. 28 open house; engineering, permitting and community-benefit work were underway as of Oct. 6.
· Technology
- Cavco Backlog Rises to $348 Million as Data Center Orders Start
The backlog gained $50 million from the prior quarter as revenue rose 17.9% year over year to $656.4 million.
· Business
- Standex Expects High-Single-Digit Sales Growth in Fiscal 2027
The company projects high-teens adjusted earnings per share growth and expects data centers to account for about 30% of more than $100 million in organic growth this fiscal year.
· Business
- Alliant Energy Expects Contracts for About 1 GW of Data Center Demand
Its chief financial officer expects the agreements within six months. Alliant Energy already has 3.4 GW of data-center demand under contract.
· Business
- Howard Marks Warns Investors Against Reading AI Market Swings
The Oaktree Capital Management co-founder said AI is difficult to assess and identified power supply as a constraint on infrastructure expansion.
· Investing
- West Virginia Sets Data Center Certification Program to Speed Approvals
The approval effort has accompanied investments from Nscale and Starwood Digital Ventures, but projects tied to those investments remain in development.
· Regulation
- Blackstone’s QTS and Vantage Pledge Data Center Transparency
The commitment covers electricity and water use and project ownership. No indication accompanied the pledge that standardized disclosure practices or enforcement mechanisms were yet in place.
· Business