Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "data centers", collected in one continuously updated archive.
Alphabet raises $20 billion in bonds to finance large-scale investments in artificial intelligence infrastructure.
Major tech firms pledge to pay for data center power infrastructure so U.S. households will not bear the cost.
SanDisk shares jump more than 1,300% in a year as AI-driven demand for memory and storage fuels one of the market’s biggest rallies.
Nvidia says its Vera Rubin AI infrastructure is now in full production and delivers five times the performance of Blackwell.
OpenAI’s Sora platform is driving $15 million in daily costs and intensifying shortages in PC hardware as AI demand accelerates.
Nvidia has agreed to acquire AI chip startup Groq for about $20 billion, marking the largest acquisition in its history as it accelerates its push to dominate next-generation AI hardware.
Finnish cities are channeling excess heat from AI-driven data centers into district heating networks, transforming server waste heat into a low-carbon energy source.
Alphabet has agreed to acquire data center infrastructure firm Intersect for $4.75 billion, strengthening its physical backbone for artificial intelligence and cloud computing growth.
Artificial intelligence is emerging as a major environmental burden, with new research estimating massive electricity consumption, water use, and carbon emissions tied to global data centers in 2025.
Oracle’s $10 billion Michigan data center project faces temporary uncertainty after financing talks stalled, though the company says development remains on track.
Transcend has suspended SSD manufacturing after losing access to NAND chips from Samsung and SanDisk, leaving the company without supply for months and signaling deeper strain in the consumer storage market.
Micron exits the consumer memory market to focus solely on AI data-center products, tightening an already constrained retail supply.
Oracle Corporation is an American technology company that develops database software, enterprise applications, cloud infrastructure, and industry-specific systems. Its portfolio includes Oracle Database, Fusion Cloud applications, NetSuite, Oracle Cloud Infrastructure, and healthcare technology acquired through Cerner.
OpenAI drafts a five-year path to fund $1T+ of data centers, chips, and energy to deliver its promised AI compute.
AMD secures over $45 billion in custom chip design contracts beginning in 2026, expanding into AI and high-performance sectors.