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The Latest Breaking News from Data Center

Dominion Energy Says AI Boom Is Fueling Unprecedented Power Demand Across Virginia

Dominion Energy Inc. (NYSE:D) reported better-than-expected second-quarter results on Friday and reaffirmed its full-year 2026 earnings guidance as electricity demand and data center growth continued to support its outlook.

Benzinga

Qualcomm Stock Is Down 44%, But Data Center Opportunities Could Fuel a Comeback

Qualcomm’s aggressive expansion into data centers, automotive, and IoT is steadily reshaping its growth profile.

Barchart

Teacher arrested for clapping in support of opposition at an AI data center meeting — gigawatt-scale project gets approved anyway despite community resistance

A Physics teacher was arrested for clapping multiple times during a public hearing to rezone land for a proposed gigawatt-scale data center near Emporia, Kansas. The man refused to cooperate when the police asked him to leave and was subsequently dragged out of the venue by four officers.

Tom’s Hardware

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Good News for NVDA Stock: Wall Street Says SpaceX Is Proving That Compute Demand Is Still High

Wall Street sees SpaceX's AI data center expansion as fresh proof that AI compute demand remains strong, reinforcing Nvidia's long-term growth story.

Barchart

Intel Layoffs, Musk's Micron Moment, $200 Billion Samsung-Broadcom Pact and More: This Week in Tech

It’s been another eventful week in tech, with AI infrastructure deals, chipmaker layoffs, and fresh commentary on the AI trade dominating headlines. Here’s a quick recap of the major tech stories that came in over the week.

Benzinga

Intel Earnings Reveal Whether the Chip Selloff Created a Buy

Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.

MarketBeat

How to Play INTC Stock Now Amid a Fresh Wave of Data Center Layoffs at Intel

Intel’s latest data center layoffs may grab headlines, but they could also be another sign that CEO Lip-Bu Tan’s turnaround plan is gaining momentum.

Barchart

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Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts

Intel plans to cut the employee numbers of its Data Center group, months after announcing record growth since its disastrous announcement in 2024.

Tom’s Hardware

Intel Launches Fresh Layoffs in Data Center and AI Unit Ahead of Earnings as Lip-Bu Tan Pushes Turnaround Strategy

Intel Corp. (NASDAQ:INTC) has launched another round of layoffs, this time affecting employees in its Data Center and AI Group, as CEO Lip-Bu Tan continues a sweeping restructuring effort just days before the chipmaker is set to report second-quarter earnings.

Benzinga

No Delays for Nvidia: Jensen Huang Says Rubin Is Right on Track

As CEO Jensen Huang confirms the highly anticipated Vera Rubin is on track, could the update reignite investor enthusiasm for NVDA stock?

Barchart

Taiwan Just Waved a Red Flag for Nvidia Stock

As Taiwan raises fresh concerns over the AI boom, can Nvidia's AI dominance outweigh mounting bubble fears?

Barchart

Why Bank of America Says Nvidia Stock Is Cheap Here

Investors may be doubting Nvidia, but Bank of America sees the pullback as a rare chance to buy an AI leader at a bargain.

Barchart

DeepSeek Just Dealt Nvidia Stock a Potentially Major Blow

DeepSeek’s custom AI chip ambitions could reshape the competitive landscape. What does that mean for Nvidia over the long term?

Barchart

The Data Center Business in China Is Rapidly Evolving. AMD Stock Could Be Set to Lose.

The AI opportunity remains enormous, but China’s growing preference for domestic AI solutions could complicate AMD’s growth path. What should investors do now?

Barchart

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The Economic Times

Diamond Power Infrastructure shares jump 10% after Rs 435 crore order for Hyderabad data centre projects

Diamond Power Infrastructure's stock surged after securing a substantial Rs 435 crore order for power cables for Hyderabad's 310 MW data center projects. This significant deal, involving major players like L&T, Sterling & Wilson, and Blue Star, underscores the company's growing prominence in supplying critical infrastructure for India's booming data…

The Independent UK

Heat adds to strains on areas with data centers, raising the temperature on AI debates

Extreme heat like the weather sweeping the eastern U.S. drives up energy demands for data centers, adding to their strain on power grids and worsening air quality for surrounding areas

Barchart

Why Wall Street Is Betting Big on Robotics Taking Nvidia Stock Higher

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

Barchart

AMD’s MEXT Acquisition Is More Important Than Markets Realize. Here’s How It Solves the Memory Bottleneck.

MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.

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Tom’s Hardware

More than 75 data center build-outs worth $130 billion have been successfully blocked in the first three months of 2026 — bipartisan opposition mounts nationwide over fears of soaring power and water costs

A research firm says the number of blocked data centers in the first quarter of 2026 already matches the number of projects stopped in 2025. The opposition also comes from both sides of the aisle, despite President Trump's push for more AI development inside the U.S.

International Business Times

Data Center Opposition Has Blocked $130 Billion In Projects In The First Months Of 2026: Report

Opposition to data centers helped block projects worth an estimated $130 billion in the first quarter of the year, according to a new report.

Barchart

Amid an Ugly Tech Selloff, Nvidia Director Mark Stevens Ditched 1 Million Shares

While Nvidia’s decline amid the broader tech sell-off may be a temporary setback, but an insider sale of 1 million shares adds a note of caution to the conversation.

Barchart

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

Fortune

Nvidia CFO Colette Kress: 'AI is no longer a nice-to-have'

The tech giant sees $3 trillion to $4 trillion in global AI infrastructure spending by the end of the decade.

Tom’s Hardware

Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case

Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught as Taiwan begins to crack down on smugglers.

Tom’s Hardware

Nvidia no longer reports gaming GPU sales as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom

Nvidia to split its revenue streams based on deployment markets rather than product segments going forward.

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