MarketPulse

data center

172 articles
The Motley FoolThe Motley Fool··Adam Spatacco

Chip Suppliers Poised to Capitalize on $700B AI Infrastructure Buildout

Tech giants plan $700B AI infrastructure spending. Chip suppliers like Broadcom and Micron positioned to benefit from demand for networking and memory components.
NVDAAMDMUAVGOsemiconductor stockscapital expenditures
BenzingaBenzinga··Namrata Sen

AMD Secures $300M Loan for Crusoe With Chip Buyback Guarantee

AMD guarantees $300M loan for Crusoe Energy via Goldman Sachs, backed by chip buyback agreement to boost AI infrastructure adoption.
NVDAAMDCRWVdata centerAI infrastructure
The Motley FoolThe Motley Fool··Jose Najarro

AMD Lands Major Data Center Contract in India Expansion Push

AMD secures major AI processor supply deal for 200MW Indian data center, strengthening its position in emerging markets' AI infrastructure expansion.
AMDAI chipsdata center
Investing.comInvesting.com··Jeffrey Neal Johnson

Meta and Nvidia Forge Expanded Partnership on AI Infrastructure

Meta and Nvidia expand AI partnership, with Meta deploying millions of Blackwell GPUs while increasing 2026 capital spending to $115-135 billion for AI infrastructure.
NVDAMETAdata centercapital expenditure
The Motley FoolThe Motley Fool··James Brumley

AMD Positioned to Expand AI Chip Market Share Through Enterprise Partnerships

AMD strengthens AI chip market position through partnerships with OpenAI, Oracle, and TCS. Analysts project continued enterprise adoption and revenue growth in 2026.
NVDAAMDMSFTAMZNGOOG+3AI chipsstock valuation
BenzingaBenzinga··Erica Kollmann

Microsoft Targets 2029 for Commercial Quantum Computing Deployment in Data Centers

Microsoft plans to deploy commercial quantum computing systems in data centers by 2029, integrating hybrid quantum-classical systems for enterprise applications.
MSFTQBTSIONQIONQ.WSRGTI+4data centerquantum computing
The Motley FoolThe Motley Fool··John Ballard

Pacific Ridge Capital Fully Exits AXT Position Worth $17.1M

Pacific Ridge Capital fully exits $17.1M AXT position after stock surged 853.6% in a year, taking profits amid strong semiconductor demand from AI data centers.
AXTIdata centerprofit-taking
The Motley FoolThe Motley Fool··Chris Macdonald

Riot Platforms Advances on AMD Partnership and Data Center Expansion

Riot Platforms shares rose 5.3% after announcing an AMD partnership and 200-acre Texas land purchase to expand AI and data center operations, signaling strategic pivot from crypto mining.
AMDRIOTdata centerAI infrastructure
The Motley FoolThe Motley Fool··Geoffrey Seiler

AMD Offers Growth Upside in AI Chip Race Despite Nvidia's Market Dominance

AMD gains growth potential in AI chips through OpenAI partnership and data center strength, despite Nvidia's 90% GPU market dominance in the booming AI infrastructure sector.
NVDAAMDdata centerartificial intelligence
The Motley FoolThe Motley Fool··Jack Delaney

Vertiv's Doubled Backlog Positions Stock for Sustained Growth Beyond Recent Rally

Vertiv's backlog doubled to $15 billion with 28% sales growth and 27-29% projected growth for 2026, positioning the AI data center infrastructure supplier for sustained gains.
VRTdata centerAI infrastructure
BenzingaBenzinga··Akanksha Bakshi

Agencia Comercial Spirits Surges on AI Infrastructure Expansion Plans

Agencia Comercial Spirits surged 9.39% after announcing AI infrastructure expansion, including a $120M server lease deal and Indonesia data center project.
NVDAAGCCdata centerAI infrastructure
The Motley FoolThe Motley Fool··Geoffrey Seiler

Three Semiconductor and Tech Leaders Positioned for Multi-Year Growth Amid AI Infrastructure Expansion

Three tech giants—Broadcom, Alphabet, and Micron—poised for multi-year growth as AI infrastructure expansion drives demand for chips, processors, and memory.
NVDAMUGOOGGOOGLAVGODRAMdata center