AI data center

Driven by massive infrastructure spending from tech giants like Amazon.com Inc.(NASDAQ:AMZN) and Meta Platforms Inc. (NASDAQ:META), the value of U.S. data center construction has officially surpassed traditional office buildings for the first time in history. A Historic Flip In Real Estate The...

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang said the AI infrastructure buildout, currently costing a few hundred billion dollars, could eventually reach trillions, emphasizing that the effort is still in its early stages. "We have only just begun this buildout," wrote Huang in a blog post titled AI...

On Tuesday, Oracle Corporation (NASDAQ:ORCL) said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins. AI Data Centers Already Generating Strong Margins During the company's fiscal third-...

Economic momentum in the United States is no longer moving in one direction — it is fragmenting. The Fed’s latest Beige Book paints a picture of a two-speed economy: five out of twelve Fed Districts now reporting flat or declining activity — up from four last time. Beneath the surface, the...

Bloom Energy Corporation (NYSE:BE) shares are trading higher after market close Thursday after the company reported fourth-quarter financial results and provided guidance. • Bloom Energy shares are climbing with conviction. Why is BE stock up today? Here are the highlights. Bloom Energy Q4...

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless...

Investor and "Shark Tank" star Kevin O'Leary over the weekend said that energy security — not cash — is the defining factor behind the next generation of AI infrastructure. O'Leary Says Power, Not Capital, Will Decide The AI Future Taking to X, O'Leary said building an AI data center requires...

As the need for power in AI data centers escalates, Microsoft Corporation (NASDAQ:MSFT) is considering the possibility of utilizing natural gas. What Happened: Microsoft’s Vice President of Energy, Bobby Hollis, told CNBC that the tech giant is considering the use of natural gas...

Meta Platforms, Inc. (NASDAQ:META) is reportedly in talks to build a massive AI data center campus that could exceed $200 billion in costs. What Happened: This development was reported on Tuesday by The Information, citing people familiar with the matter.  The $200 billion data center project...