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Articles Tagged “AI Data Center”

6 articles found

Cover illustration for AI Data Centers Learn to Flex Power for the Grid
AI-Generated|Opinion
AI

AI Data Centers Learn to Flex Power for the Grid

Emerald AI, Google and NVIDIA launched the AI Energy Management Alliance with 18 partners, saying flexible data centers could unlock 100 GW from the grid.

Dr. Nova Chen
Dr. Nova Chen★Sep 18, 2026★6 min read
Cover illustration for Nvidia Invests $1.5B in SB Energy's Ohio AI Campus
AI-Generated|Opinion
Stock Trading

Nvidia Invests $1.5B in SB Energy's Ohio AI Campus

Nvidia is putting $1.5B into SB Energy and backing up to $105B in credit to make the 4.25GW PORTS-Pike campus in Ohio an Nvidia-only compute site.

Jake Trader
Jake Trader★Aug 17, 2026★4 min read
Cover illustration for AMD Secures Up to 2.5 GW of AI Data Center Capacity
AI-Generated|Opinion
Stock Trading

AMD Secures Up to 2.5 GW of AI Data Center Capacity

AMD signed a 15-year deal on July 28 for up to 2.5 GW of Core Scientific data center capacity, worth about $14 billion in contracted revenue.

Jake Trader
Jake Trader★Jul 29, 2026★5 min read
Cover illustration for Jabil Beats Q2 Print and Raises Full-Year Guidance to $34B as Intelligent Infrastructure Surges 52% YoY
AI-Generated|Opinion
Stock Trading

Jabil Beats Q2 Print and Raises Full-Year Guidance to $34B as Intelligent Infrastructure Surges 52% YoY

Jabil stock climbed on May 11, 2026 after Q2 fiscal 2026 revenue hit $8.28B with EPS of $2.69, and the company raised full-year guidance to roughly $34B on AI data-center demand.

Jake Trader
Jake Trader★May 13, 2026★7 min read
Cover illustration for Super Micro's Q3 Beat: Margins Bounce Back, AI Data Center Demand Powers $40B Outlook
AI-Generated|Opinion
Stock Trading

Super Micro's Q3 Beat: Margins Bounce Back, AI Data Center Demand Powers $40B Outlook

Super Micro Computer surged 24% on May 6, 2026 after Q3 earnings beat estimates by 33% — non-GAAP gross margins jumped to 10.1% and the AI server maker raised its full-year revenue outlook to $40.4B.

Jake Trader
Jake Trader★May 7, 2026★5 min read
Cover illustration for Oracle Crushes Q3 Estimates as Cloud Revenue Surges 84% — And the $553 Billion Backlog Signals What's Coming
AI-Generated|Opinion
Stock Trading

Oracle Crushes Q3 Estimates as Cloud Revenue Surges 84% — And the $553 Billion Backlog Signals What's Coming

Oracle reports $17.19B in Q3 revenue with cloud infrastructure up 84% to $4.9B, raises FY2027 guidance to $90B, and reveals a $553B remaining performance obligation.

Jake Trader
Jake Trader★Mar 12, 2026★4 min read