Browsing Tag
data center infrastructure
8 posts
Acuity Q3 beat reframes the AIS thesis as data center exposure compounds
Acuity Inc. NYSE AYI surges 21 percent on Q3 beat as Intelligent Spaces growth and data center exposure reframe the smart-building investment case. Read more.
How NVIDIA and CoreWeave’s deepening collaboration reframes control of the AI factory value chain
NVIDIA deepens its CoreWeave partnership with a $2 billion investment to accelerate AI factory expansion. Find out what this means for AI infrastructure markets.
Atmus (NYSE: ATMU) seals $450m Koch Filter deal to expand beyond trucks and into HVAC
Atmus Filtration Technologies is acquiring Koch Filter for $450 million to expand into HVAC, data centers, and industrial air markets. Read more about the deal’s impact.
Inside CleanSpark’s $1bn convertible debt deal and its impact on Bitcoin mining growth plans
Discover how CleanSpark’s $1 billion convertible note raise aims to expand mining and data-center assets while reshaping investor sentiment.
Cipher Mining pivots from Bitcoin to AI compute after sealing $5.5bn AWS lease in Q3 2025 update
Find out how Cipher Mining’s Q3 2025 update unveils a $5.5 billion AWS AI lease and a 1 GW Texas data center pivoting the Bitcoin miner toward next-gen infrastructure.
Can Texas become the next global hotspot for AI-powered data centers?
Texas is emerging as a global AI infrastructure hub as Calpine and CyrusOne build a $1.2B, 190MW data center campus in Bosque County. Learn why.
Vertiv to acquire Great Lakes Data Racks & Cabinets in $200m deal to strengthen AI-ready infrastructure solutions
Vertiv to acquire Great Lakes Data Racks & Cabinets for $200M, boosting AI-ready infrastructure leadership. Analysts expect faster deployment and high-density growth.
Top semiconductor IP firms investors should watch after the Alphawave Semi acquisition
After Qualcomm’s Alphawave deal, investors are eyeing IP-rich semiconductor firms in photonics, NoC, and chiplet space. Discover key acquisition targets now.