Browsing Tag
hyperscale data centers
10 posts
Broadcom (NASDAQ: AVGO) beats earnings expectations with $8.4bn AI chip revenue surge
Broadcom Inc. (NASDAQ: AVGO) reports strong Q1 FY2026 results powered by AI chip demand. Discover what the numbers mean for the global AI infrastructure race.
From Bitcoin miner to AI landlord: Can MARA Holdings, Inc. unlock 2.5GW of power-backed upside?
MARA Holdings, Inc. partners with Starwood to build 2.5GW of AI-ready data centers. See how this pivot could reshape its valuation and strategy.
Why Amazon is betting $12bn on Louisiana’s grid, not Silicon Valley’s
Amazon Web Services is investing $12 billion in Louisiana data centers. Find out what this means for AI infrastructure, power markets, and regional growth.
Meta bets 6GW on AMD and sends clear signal to AI hardware market
AMD and Meta Platforms have signed a 6 gigawatt AI infrastructure deal. Find out what it means for hyperscalers, Nvidia, and AI economics.
Amphenol (NYSE: APH) goes all-in on AI hardware with CCS deal and $7bn sales target for Q1 2026
Amphenol targets up to $7B in Q1 2026 sales, fueled by the CommScope CCS acquisition and surging demand for AI infrastructure connectivity systems.
How Jabil’s $725m acquisition of Hanley Energy Group could redefine critical power for AI-driven data centers
Find out how Jabil’s $725 million acquisition of Hanley Energy Group could reshape AI data-center power systems and redefine critical infrastructure strategy.
Inside Meta’s $30bn AI land deal: How Blue Owl is helping build the backbone of Big Tech’s future
Meta’s $30B AI data center deal with Blue Owl reshapes hyperscale financing. Find out how it could redefine infrastructure ownership in tech.
Texas bets on AI-era infrastructure as Calpine powers new CyrusOne data center campus
Calpine and CyrusOne launch a $1.2B data center campus in Texas with 190MW capacity and ERCOT grid integration. Learn what’s driving the hyperscale shift.
Can Broadcom (NASDAQ: AVGO) overtake Marvell and NVIDIA in AI networking silicon?
Broadcom's Tomahawk 6 switch and AI ASICs challenge NVIDIA and Marvell in hyperscale networking. See why AVGO is gaining investor momentum.
Vantage Data Centers secures $9.2bn investment led by DigitalBridge and Silver Lake
Vantage Data Centers, a major player in hyperscale data center campuses, has successfully secured a staggering $9.2 billion…