MarketPulse

manufacturing capacity

25 articles
BenzingaBenzinga··Namrata Sen

Tesla Pursues $2.9B Chinese Solar Equipment Deal to Fuel U.S. Manufacturing Expansion

Tesla negotiates $2.9 billion Chinese solar equipment purchase to support 100 GW U.S. manufacturing capacity goal by 2028, targeting Texas delivery by autumn.
TSLAsupply chainrenewable energy
The Motley FoolThe Motley Fool··Courtney Carlsen

Bloom Energy's 602% Rally Tests Valuations as AI Power Demand Soars

Bloom Energy stock surges 602% on AI data center demand, backed by $20B backlog and $5B Brookfield deal, but 63x 2027 P/E valuation warrants profit-taking despite strong long-term prospects.
ORCLORCLpDBEBAMexecution riskbacklog growth
BenzingaBenzinga··Anusuya Lahiri

Intel Rides AI Wave But Hits Factory Wall as Demand Surges

Intel forecasts 20%+ server processor growth amid AI boom, but manufacturing capacity constraints threaten to cap revenue gains as competitors vie for market share.
NVDAAMDINTCQCOMACMRsupply chainnational security
BenzingaBenzinga··Akanksha Bakshi

GE Vernova Doubles Down on Europe With $30M Italy Plant Expansion

GE Vernova invests $30M to expand Italian bushing production as part of $11B through-2028 capital plan, signaling confidence in electrification demand despite near-term trading weakness.
GEVXLIAIPOCSDstock declinetechnical analysis
BenzingaBenzinga··Lekha Gupta

Nvidia Invests $2B in Lumentum to Bolster AI Infrastructure Supply Chain

Nvidia invests $2B in optical components maker Lumentum with multibillion-dollar purchase commitment, strengthening AI data center supply chain.
NVDALITEdata centersstrategic partnership