data center

Digital Realty opens first Asia-Pacific Innovation Lab in Tokyo to support AI and hybrid cloud testing, partnering with Mitsubishi Corporation with Singapore expansion planned for late 2026.

Micron stock tumbled on Google's memory compression algorithm, but AI chips still need substantial high-bandwidth memory. Efficiency gains may actually boost demand.

AI investment enters Phase 2, shifting from chip hype to infrastructure validation. Keysight and Calix positioned to benefit from data center validation and rural broadband deployment.

Arm Holdings surged 18% after unveiling the AGI CPU AI chip, projecting $25 billion annual revenue by 2031 versus $4.9 billion currently, with analysts citing 61% upside.

Broadcom secures five-year TPU deal with Google and compute access agreement with Anthropic, projecting AI chip revenue exceeding $100 billion by 2027.

Super Micro's China smuggling scandal damages credibility but high switching costs may prevent Nvidia from severing ties due to specialized hardware integration.

Marvell rallied 21% in March after beating earnings expectations and announcing a $2 billion Nvidia partnership to develop AI infrastructure and optical technologies.

Intel stock rises 4.85% after agreeing to buy back Apollo's 49% stake in Irish Fab 34 for $14.2 billion, securing full ownership of the critical manufacturing facility.

Analysts highlight $AMD and $AAPL as compelling buys during tech sell-off, citing strong AI earnings growth potential and untapped monetization opportunities.

Nvidia and Broadcom lead AI chip market with contrasting strategies. Nvidia targets $1T Blackwell/Rubin sales by 2027; Broadcom eyes $100B custom AI chip revenue. Nvidia seen as better buy.

Global AI chip market projected to grow from $102.89B in 2025 to $1.35T by 2035, driven by rapid AI adoption and GPU dominance.

Marvell stock surged 12.84% after Nvidia announced a $2 billion investment and strategic partnership to develop AI infrastructure, custom processors, and networking solutions.

Kessler Topaz files class action against $ORCL alleging material misstatements about AI capabilities and CapEx between June-December 2025. Lead plaintiff deadline set for April 6, 2026.

Micron stock fell 18% post-earnings despite 196% revenue and 682% EPS growth, driven by pricing and AI compression concerns. Supply tightness expected through 2026.

Hyperscale Data's cash and Bitcoin holdings represent 157% of market cap, positioning the company as a crypto-native enterprise with plans to divest subsidiary ACG.

Guggenheim analyst projects Oracle stock reaching $400, implying 170% upside and trillion-dollar valuation, citing strong AI infrastructure demand and $553B revenue backlog.

Arm Holdings launches Arm AGI CPU for AI data centers, targeting $25B revenue by 2031 with potential 318% stock upside if targets achieved.

Broadcom's AI chip business surged 106% YoY in Q1 with $100B+ projected 2027 revenue, positioning the company to potentially reach $3 trillion valuation within two years.

Nvidia positioned for significant gains through 2026 as market underprices multi-year data center capex cycle projected to reach $3-4 trillion by 2030.

Crusoe Energy announces 900 MW AI factory campus in Texas for Microsoft, reaching 2.1 GW total capacity with onsite power generation and mid-2027 energization target.