Data Centers

Companies · 13 hours ago Berkshire Hathaway's Greg Abel Invests $17 Billion in Alphabet and Taylor Morrison Greg Abel, CEO of Berkshire Hathaway, has initiated significant investments totaling nearly $17 billion in Alphabet and Taylor Morrison, marking a strategic shift in capital deployment.

Companies · 13 hours ago Amazon to Build 7.65 GW Natural Gas Plant for AI Data Center in Texas Amazon is developing a 7.65 GW natural gas power plant in West Texas to support its AI data center operations, raising environmental concerns due to its projected carbon emissions.

Funding · 13 hours ago SpaceX's Exclusive Nvidia Partnership Raises Concerns for Neocloud Providers SpaceX's exclusive deal with Nvidia for AI infrastructure may hinder the growth of neoclouds like CoreWeave and Nebius, which rely on timely access to Nvidia chips.

Companies · 13 hours ago Alphabet Secures $25 Billion in Notes Offering to Fund AI Infrastructure Alphabet has successfully raised $25 billion through a ten-part notes offering, aimed at bolstering its AI infrastructure amid increased capital expenditure guidance.

Macro · 13 hours ago Hyperscale Sells Bitcoin While Maintaining $61M Holdings Hyperscale Data, Inc. has sold approximately 150.5 Bitcoin while still holding a significant reserve valued at over $61 million, as part of its strategy to fund operations.

Markets · 1 day ago Micron Technology Thrives Amidst AI-Driven Memory Chip Shortage Micron Technology is experiencing a surge in demand for memory chips as smartphones, medical imaging devices, and AI servers compete for the same resources. This competition has led to rising prices and a critical shortage affecting various sectors.

Companies · 1 day ago Jefferies Cuts SanDisk Price Target by 42% Amid Record Earnings Despite reporting its highest quarterly earnings ever, SanDisk faces a significant price target reduction from Jefferies, dropping from $3,000 to $1,750.