AI data centers

CoreWeave projects $23.14B revenue by 2027 but carries $29B debt and burns $7.25B annually, creating refinancing risks despite AI infrastructure demand.

IREN fell 9.89% to $31.62 as investors worry about funding risks for its AI data center expansion and weaker Bitcoin prices.

SpaceX plans historic IPO after acquiring X and xAI for $1.25T, seeking $1.75T valuation and $75B capital. Analysts warn unsustainable 100x price-to-sales ratio presents significant investment risk.

Micron tripled Q2 revenue to $23.9B, beating EPS guidance by 45%. Tight memory supply and surging AI demand could drive earnings to $98.26 in fiscal 2027.

E-Power Inc. ($EPOW) partners with Raytel Electronics to deliver next-generation high-speed optical modules for U.S. AI data centers, combining optical tech with energy management.

Arm launches AGI CPU, a 136-core AI processor with Meta as lead partner, shifting from licensing to direct chip manufacturing with projected $15B revenue by 2031.

AXT CEO Morris Young sells $1.4M in stock after 2,758% rally, retaining 2.3M shares amid surging AI data center demand.

Forge Nano opens Taiwan engineering office to serve AI data center photonics market, backed by ALDx technology achieving 23% insertion loss reduction and manufacturing partnerships.

Vertiv expands manufacturing capacity across three facilities and acquires ThermoKey to meet soaring AI data center demand for cooling and power infrastructure.

NuScale Power trades below $12 as a pre-commercial nuclear technology firm with $31.5M revenue but no operational reactors, betting on a $2.2T sector opportunity.

Global copper faces 150,000-tonne deficit in 2026 amid AI, electrification demand. Mining M&A jumps 45% as US backs critical minerals with $30B.

Daniel Loeb's Third Point buys Constellation Energy while cutting PG&E stake by 32%. Move signals shift toward nuclear-powered AI infrastructure.

CoreWeave's 168% revenue growth and $66.8B backlog position it ahead of competitor Applied Digital in the surging AI data center market.

Navitas Semiconductor launches 800V SiC power chips for AI data centers, pivoting from declining mobile segment as analysts suggest upside isn't fully priced in.

Hedge fund 12 West Capital acquires 1.85M shares of Hawaiian Electric for $22.75M, betting on AI data center demand despite recent community opposition to development.

Tower Semiconductor rallied 31.5% this week after announcing AI networking partnership and new power management tech, riding silicon photonics momentum.

Utility stocks $CEG and $NEE trade at tech-like valuations, surpassing Meta and Microsoft multiples as AI data center demand drives explosive energy needs.

SanDisk surges 1,200% on AI-driven storage demand, but reaching $1 trillion valuation faces steep odds despite robust growth prospects through 2028.

POET Technologies partners with Lessengers on AI optical interconnects; 125M unit market opportunity projected over five years with Q2 2026 samples planned.

Plug Power surged 4% after Q4 earnings beat, achieving positive gross margins, though $1.7B net loss persists, raising long-term viability questions.