The Latest Breaking News from Data Center

Nvidia’s Next Data Center Isn’t on Earth, It’s in Orbit With SpaceX

SpaceX will launch its first Nvidia-powered orbital AI satellites in Q4 2027, funded by Starlink profits but dependent on Starship's reliability

Barchart · 8h ago

Micron vs. SanDisk: 2 AI Memory Winners, But Only 1 Is Built for the Long Term

Despite their massive rallies, Micron and SanDisk are still reasonably valued, but only one is the better play for the long term.

Barchart · Sep 23

Intel Stock Just Got a Stark Warning From Wall Street

Intel’s AI-driven turnaround is gaining momentum, but a massive rally has pushed valuation to levels that leave little room for disappointment.

Barchart · Sep 14

Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.

The Economic Times · Aug 27

Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.

Fortune · Aug 27

A $6 Billion Reason to Buy Nvidia Stock Now

Nvidia’s $6 billion Poolside deal could strengthen its AI software ambitions and give investors another reason to bet on NVDA’s long-term dominance beyond GPUs.

Barchart · Aug 26

China’s data centres will reportedly use more power than South Korea by 2030

In 2025, Chinese data centers were expected to use 479 TWh/year by 2030. Now, they're expected to use 774 TWh/year by 2030.

TechRadar · Aug 26

BMO Just Named Nvidia a Top Pick as It Initiates Coverage. What This Means for NVDA Stock.

BMO Capital Markets initiated coverage of Nvidia and named it the firm’s Top Pick for AI exposure, assigning a $340 price target that implies nearly 60% upside ahead of the company’s upcoming earnings report.

Barchart · Aug 25

Nvidia Earnings Will Put The AI Trade to Another Test. Wall Street Expects a $92 Billion Quarter.

Nvidia's Data Center business is expected to have generated more than $85.4 billion in quarterly revenue, a 107% increase from the same period last year.

International Business Times · Aug 25

Nvidia Scored an H200 Win in China, But These Analysts Warn It May Not Be a Reason to Buy NVDA Stock

Nvidia may have cracked the door back open in China, but strict restrictions could keep this H200 win from becoming a major revenue boost.

Barchart · Aug 24