data center infrastructure

Optical fiber infrastructure providers like Lumentum and Nokia capitalize on AI's bandwidth demands, with Lumentum posting 65.5% YoY growth.

Broadcom targets $463 on 38% upside, dominating AI chip market with 60% ASIC share and 106% AI revenue growth as tech giants spend $650 billion on infrastructure.

$CBDW acquires 132-acre Texas property with captive power generation for data center development. Operational takeover of power plant expected April 15.

Billionaire hedge fund managers sell Nvidia, buy Micron, bucking Wall Street consensus favoring Nvidia's sustainable AI growth over Micron's temporary supply-driven earnings boom.

Nokia launches PON-based management solution for data centers, reducing power use by 50%, switches by 90%, and operational effort by 80%.

Tower Semiconductor surges on AI partnership with Oriole Networks, as Q4 earnings beat with 14% YoY revenue growth to $440.21M driven by silicon photonics demand.

Oracle surged 7.8% after-hours on Q3 beat: $17.2B revenue, $1.79 EPS crushed forecasts. RPO jumped 325% YoY to $553B on AI computing deals.

Applied Digital stock fell 19.5% in February as Nvidia exited its 7.7M share stake, amid investor skepticism over the unprofitable AI firm's expensive 26x P/S valuation and $2.6B debt.

Clearline Capital LP increased stake in Core Scientific by 3.4M shares worth ~$59.91M, signaling strategic shift toward data center infrastructure in evolving bitcoin mining landscape.

ARTY ETF offers diversified AI exposure across 49 companies, reducing volatility risk versus picking individual stocks. Fund has 0.47% expense ratio and delivered 28.5% trailing returns.

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.

AI inference market expected to triple to $255B by 2030. Nvidia leads, while AMD and Broadcom gain ground as hardware competition intensifies.

Nvidia secures multiyear AI chip supply deal with Meta, including Blackwell GPUs and other processors. Stock rises 2.05% as demand for advanced AI infrastructure remains strong.

Nvidia secures multi-year AI infrastructure contract with Meta, supplying Blackwell and future chips plus networking solutions. Stock rises 1.85% on announcement.

Cisco reports 10% revenue growth driven by AI infrastructure demand, raising full-year guidance. However, rising component costs pressure margins despite strong $2.1B in AI orders.

Applied Digital and Astera Labs are positioned to benefit from explosive AI data center growth, with $16B in contracts and 92% revenue growth respectively driving infrastructure expansion.