Topic

#data-centers

9 stories

#artificial-intelligence #airtrunk #ai-infrastructure #esg #ai-stocks #market-commentary #tiktok #computing-capacity #tech-infrastructure #ai #community-impact #regulation

Stocks·1 week ago

Data centre social licence is essential for AI build out, says AirTrunk

AirTrunk has emphasized that securing a social licence is critical for the continued expansion of data centers required for AI development. The company argues that community acceptance and sustainable practices are necessary to avoid regulatory backlash.

NVDA

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Metals·1 week ago

Jim Cramer warns investors not to get fooled by the latest AI stock rally

Jim Cramer cautioned investors against complacency regarding the recent surge in AI stocks, warning that the data center sector may still face headwinds. His remarks suggest a potential disconnect between the enthusiasm for AI and the underlying fundamentals of related infrastructure.

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Stocks·2 weeks ago

TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC

TikTok is actively searching for massive amounts of computing power to support its U.S. operations. The company is looking to secure multiple gigawatts of capacity over the coming years.

NVDA

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Stocks·2 weeks ago

'MAKE DEALS': Trump says data centers should pay communities a 'dividend' to win support

Donald Trump has proposed that data centers should pay local communities a "dividend" to gain support for their operations. This suggestion comes amid growing concerns about the financing and community impact of AI-driven infrastructure development.

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Stocks·2 weeks ago

Kopin Corporation (KOPN) Discusses the Trillion Dollar AI Interconnect Opportunity and Neural I/O in Next-Generation Data Centers Transcript

Kopin Corporation discussed the massive AI interconnect market and its role in next-generation data centers. This highlights the company's strategic focus on high-growth areas within the artificial intelligence infrastructure. The discussion positions Kopin to capitalize on the increasing demand for advanced AI processing capabilities.

KOPN

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Stocks·2 weeks ago

Elice's huge stock swings show AI's spending boom is getting more investor scrutiny

Investor scrutiny is intensifying on AI companies as the sector enters a more challenging phase, with questions arising about the profitability of massive data center investments. The market is shifting from hype to sustainable profit generation.

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Metals·2 weeks ago

Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC

Anthropic is reportedly in discussions with Nscale for a second multibillion-dollar deal, following a previous agreement for a data center. This potential expansion highlights significant investment and growth in the AI infrastructure sector, indicating strong demand for advanced computing capabilities.

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Stocks·2 weeks ago

HSBC CEO warns the AI boom won’t make every data center a good bet

HSBC CEO warned that the ongoing artificial intelligence boom will not automatically make every data center a profitable investment. The executive emphasized the need for strategic site selection amid surging infrastructure spending.

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Macro·2 weeks ago

BlackRock CEO Larry Fink Flags Computing Resource Shortages Amid AI Boom, BLK Stock Insights

BlackRock CEO Larry Fink warned that rapidly growing AI demand is outpacing global computing and power infrastructure supply. The asset manager sees multi-trillion-dollar capital expenditure opportunities in data centers, semiconductors, and grid expansion.

NVDAMSFT+1

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