Browsing Tag
AI data centers
34 posts
CoreWeave (Nasdaq: CRWV) Q4 2025 earnings: AI cloud revenue hits $5bn as 2026 capital spend targets $35bn
CoreWeave CRWV Q4 2025 earnings analysis: $5.1B revenue, $66.8B backlog, $12-13B 2026 guidance. Read what the numbers really mean for AI infrastructure.
EPC licenses low-voltage GaN technology to Renesas to expand AI power market reach
EPC and Renesas strike a GaN licensing deal that reshapes AI and consumer power markets. Find out what it means for supply chains and competition.
Why Cisco Systems thinks AI will fail without a new networking and security architecture
Cisco Systems Inc. unveils Silicon One G300, AgenticOps, and AI Defense upgrades. Find out how Cisco is reshaping AI infrastructure economics.
TECO Electric & Machinery expands Southeast Asia footprint with $79m cloud data center win
Find out how TECO Electric & Machinery Co Ltd’s USD79 million Southeast Asia data center contracts signal rising AI infrastructure demand in Asia Pacific.
What Envirotech Vehicles’ immersion-ready AI container reveals about execution risk and diversification strategy
Envirotech Vehicles and AZIO AI power up an immersion-ready AI data center container. Find out what this execution milestone means for AI infrastructure strategy.
Can VivoPower’s acquisition of OGDC transform Finland into a low-cost renewable hub for sovereign AI data centers?
Can VivoPower’s OGDC acquisition unlock 291MW of low-cost renewable power for sovereign AI data centers and reshape its Nasdaq growth trajectory?
Why CleanSpark’s Houston-area power acquisition matters as AI and HPC workloads collide with grid constraints
CleanSpark secures major power capacity near Houston as AI and HPC demand collide with grid constraints. Find out why this Texas move could reshape its valuation.
La Rosa Holdings Corp. secures first tranche of financing as it activates $1.25bn AI data center infrastructure strategy
Find out how La Rosa Holdings Corp. is activating its $1.25 billion AI infrastructure strategy with its first funding tranche and what it signals for investors.
Why Jabil Inc. acquired Hanley Energy Group to address power density and resiliency challenges in AI data centers
Explore how Jabil Inc.’s Hanley Energy Group acquisition positions the company at the center of AI data center power resiliency, deployment speed, and infrastructure control.
Can aircraft engines become the next power source for AI data centers? FTAI Aviation (NASDAQ: FTAI) thinks so
FTAI Aviation launches FTAI Power to convert CFM56 engines into turbines for AI data centers. Find out how it plans to meet soaring energy demands.