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The Latest Breaking News from Data Center

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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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 Economic Times

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

The Independent UK

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.

Barchart

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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.

Tom’s Hardware

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.

International Business Times

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.

Barchart

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.

Fortune

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.

Tom’s Hardware

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International Business Times UK

Nvidia Stock Price: Quarterly Profit Reaches $58.3 Billion, Up From Just $2 Billion Three Years Ago

Nvidia posted a record quarterly profit of $58.3 billion and forecast another surge in sales, underscoring its central role in the AI boom even as its stock price dipped in after-hours trading.

The Independent UK

Emergency grid alert issued for East Coast as heat soars

Data centers and a heatwave on the East Coast of the U.S. are putting a strain on the region’s grid operator

MarketBeat

EnerSys Touts AI Data Center and Defense ‘Super Cycles’ at Oppenheimer Conference

Enersys (NYSE:ENS) management outlined the company’s growth priorities in data centers, defense, warehousing and energy storage during a discussion at Oppenheimer’s 21st Annual Industrial Growth Conference, emphasizing what President and CEO Shawn O’Connell described as exposure to two major “super

Tom’s Hardware

Six AI data centers proposed for a small town of 7,000, equal to 51 Walmart Supercenters in 17 square mile area — four out of the seven town council members have resigned from their positions as town fights back

The residents of Archbald, Pennsylvania have started pushing back against the six planned data centers in the town, which will take up about 14% of its land area.

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International Business Times

NVIDIA Stock Surges 3% as AI Demand Eases Geopolitical Fears Amid Strong Blackwell Momentum

NVIDIA Corp. shares jumped more than 3% in morning trading Tuesday, climbing toward $170.80 as investors welcomed signs of potential de-escalation in the U.S.-Iran conflict and bet on continued explosive demand for the company's artificial intelligence chips.

Tom’s Hardware

Kentucky farm family rejects $26 million offer for 600 acres of land from unnamed AI data center suitor — declines 7x offer, wants to ‘Stay and hold and feed a nation’

A family in Northern Kentucky received a $26 million offer for half their land — a price that's worth more than 7 times the going rate for the area. But despite the massive price, they still refused, saying that they "fed a nation off of it."

International Business Times

NVIDIA Stock Surges on AI Dominance as GTC 2026 Unveils New Chips and Partnerships

SANTA CLARA, Calif. — NVIDIA Corporation's stock climbed Monday, closing up 1.65% at $183.22, as investors reacted to fresh announcements from the company's annual GTC conference spotlighting advancements in artificial intelligence hardware and software.

Barchart

As Nvidia Launches New AI Laptop Chips, Should You Buy NVDA Stock?

Nvidia is expanding into AI-powered laptops as record data center growth and bullish analyst targets keep NVDA stock in focus.

Barchart

Is AMD Stock a Buy? Why Wall Street Sees 40% Upside From Here.

AMD is well-positioned for strong growth in 2026, driven by rising demand in the data center and PC markets.

Tom’s Hardware

Chinese researchers discover new salty cooling solution that can drop temperatures by more than 50 degrees Celsius in seconds — depressurizing saturated fluid triggers massive amounts of heat transfer

Chinese researchers developed a salt solution that absorbs large amounts of heat when depressurized, making it a potential substitute to traditional, power intensive cooling solutions used in data centers.

MarketBeat

Intel’s 21% Sell-Off Looks Ugly—But the Numbers Tell Another Story

Intel beat fourth-quarter expectations and has secured a strong cash position while prioritizing high-margin data center customers during a supply shortage.

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