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Data Centers News 5 November 2025 - 14 November 2025

Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital Corporation (NASDAQ: APLD), one of the fastest‑growing AI data‑center names on the Nasdaq, is back in focus today after pricing a massive $2.35 billion senior secured notes offering designed to supercharge its North Dakota “AI Factory” buildout. The financing arrives just days after the company lined up up to $787.5 million in additional equity funding from Macquarie Asset Management, but the stock is still suffering one of its roughest weeks in nearly two years as investors weigh leverage, dilution and broader AI anxiety. Applied Digital Corporation+2Applied Digital Corporation+2 Key headlines for Applied Digital on November 14, 2025 1.
14 November 2025
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Nvidia’s Record $5 Trillion Surge: AI Mega-Deals Propel NVDA Stock – Is $300 Next?

Nvidia Stock Today (Nov. 13, 2025): Mexico “$1B” Data-Center Claim Denied, SoftBank Exit Still Looms, Earnings Next Week

Nvidia (NASDAQ: NVDA) starts Thursday with a tidy calendar of catalysts and one clear headline: the company denied it’s investing $1 billion to build a “green” AI data center in northern Mexico—walking back a claim made hours earlier by Nuevo León’s governor. The reversal lands just days before Nvidia’s Nov. 19 earnings and alongside lingering market chatter about SoftBank’s sale of its entire NVDA stake last month. Reuters+2CNA+2 Key takeaways What changed today Nvidia denies $1B Mexico project after governor’s claim In a swift reversal cycle, reports that Nvidia would invest $1B to build a new AI data center in
13 November 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia Stock Today (Nov 12, 2025): NVDA Holds Near $193 as Foxconn’s AI Server Boom Offsets SoftBank Overhang; Mexico Data Center Claim Draws Company Denial; Q3 FY26 Earnings Set for Nov. 19

Updated: Wednesday, November 12, 2025 Price Action at a Glance Nvidia (NASDAQ: NVDA) traded essentially flat midday Wednesday, changing hands around $192.95 (–0.1%) as of 18:39 UTC. The session opened at $195.69 and has ranged between $191.60–$196.39, on heavy volume north of 100 million shares. Premarket, shares briefly ticked higher after a strong read-through on AI server demand from supplier Foxconn, with NVDA quoted near $196 before the bell. Barron’s What’s Moving NVDA Today 1) Foxconn underscores an AI server upcycleHon Hai/Foxconn topped profit expectations and said AI server momentum is accelerating, with cloud & networking (including AI servers) again
12 November 2025
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Anthropic Pledges $50 Billion for U.S. AI Data Centers in Texas and New York, With First Sites Coming Online in 2026

Anthropic Pledges $50 Billion for U.S. AI Data Centers in Texas and New York, With First Sites Coming Online in 2026

What happened Anthropic, the AI company behind the Claude family of models, announced a sweeping, multiyear $50 billion investment to build AI‑optimized data centers across the U.S. The move—reported today by Reuters—underscores the scale of compute and infrastructure required for frontier‑model training and enterprise AI workloads. Reuters Bloomberg’s coverage specifies that the first wave of sites will be in Texas and New York, developed in partnership with Fluidstack, with phased go‑lives throughout 2026. Bloomberg also notes this is Anthropic’s first major, company‑led build‑out, rather than capacity sourced primarily via hyperscalers. Bloomberg Law Anthropic’s own newsroom post (dated Nov 13 in
12 November 2025
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AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD Targets $100B in Data‑Center Revenue Within Five Years as Analyst Day Sets 60% CAGR Ambition (Nov. 12, 2025)

AMD says its data‑center business will compound at ~60% over the next 3–5 years, aiming for $100B in annual sales, >$20 EPS and a leading AI platform spanning MI450 “Helios” racks (2026) and MI500 (2027). Shares rose after the event. Reuters+2Reuters+2 What happened today (Nov. 12) Advanced Micro Devices’ Financial Analyst Day (held Nov. 11 in New York) is reverberating through markets today. AMD laid out aggressive long‑term targets—>$100 billion in annual data‑center revenue within five years, ~60% CAGR for the data‑center segment, >35% company‑wide CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. In premarket trade Wednesday,
12 November 2025
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AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

Published: Wednesday, November 12, 2025 Summary: Advanced Micro Devices, Inc. (NASDAQ: AMD) set aggressive new long‑term targets at its New York Financial Analyst Day, including a push to $100 billion in annual data‑center chip revenue within five years, a company‑wide 35%+ revenue CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. Management also outlined a multi‑year AI hardware roadmap (MI400 in 2026 and MI500 in 2027) and a rack‑scale “Helios” system to challenge Nvidia’s platform lead. AMD shares moved higher in pre‑market trading on Wednesday following the event. Reuters+2Reuters+2 What AMD announced Context: Bloomberg notes AMD expects >35%
12 November 2025
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CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

CoreWeave Stock Today (Nov 12, 2025): CRWV Slides After Guidance Cut; Data‑Center Delay and $55.6B Backlog Take Center Stage

Updated: Nov 12, 2025, 12:30 UTC Key takeaways CoreWeave stock price now As of 12:27 UTC, CoreWeave (NASDAQ: CRWV) was trading near $88, down roughly 16% on the day. (Intraday figures are based on live market data.) Early commentary across financial media also noted a double‑digit drop in morning trade as investors digested guidance and operational updates. Nasdaq What’s moving CRWV today CoreWeave reduced its 2025 revenue outlook to $5.05–$5.15 billion, citing construction delays at a third‑party data‑center developer. Despite strong demand for its AI infrastructure, management said the timing hiccup will push some revenue into future periods. Shares fell
12 November 2025
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CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

CleanSpark (CLSK) Upsizes $1.15B Zero‑Coupon Convertible; Shares Dip as Funds Target Power, AI Data Centers & $460M Buyback (Nov. 11, 2025)

What happened today CleanSpark, Inc. (Nasdaq: CLSK) upsized and priced a private offering of $1.15 billion in 0% convertible senior notes due 2032. The terms set an initial conversion rate of 52.1832 shares per $1,000 of notes, equating to an initial conversion price of $19.16—a 27.5% premium to Monday’s close. The company may increase the offering by $150 million if initial purchasers exercise a 13‑day option. The deal is slated to close on Nov. 13, subject to customary conditions. Nasdaq CleanSpark will use about $460 million of the proceeds to repurchase common stock from certain note investors at $15.03 per
11 November 2025
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CoreWeave (CRWV) stock slips after Q3 beat as data‑center delay trims 2025 outlook — What to know today (Nov. 11, 2025)

CoreWeave (CRWV) stock slips after Q3 beat as data‑center delay trims 2025 outlook — What to know today (Nov. 11, 2025)

CoreWeave, Inc. (Nasdaq: CRWV) shares moved lower in early trading Tuesday after the AI‑infrastructure provider said a third‑party data‑center delay will push some capacity online later than planned, prompting a slight cut to its full‑year outlook. The caution overshadowed otherwise strong third‑quarter results that topped Wall Street estimates. Reuters Key takeaways What changed in the outlook — and why it matters On the earnings call and in materials posted to its investor site, CoreWeave reduced its 2025 revenue guidance to $5.05–$5.15 billion (from a prior range that topped out at $5.35B) and set adjusted operating income at $690–$720 million. Management
11 November 2025
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NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

Market move: NVDA steadies into the open NVIDIA shares were modestly higher in early U.S. trading Monday as the market digests infrastructure headlines and platform updates ahead of next week’s earnings. Bloomberg flagged NVDA among premarket movers, and the live quote above shows spot pricing as of mid‑morning UTC. Bloomberg Infrastructure squeeze at home: Santa Clara power delays Reporting from Bloomberg and Bloomberg Law says two large data center campuses in Santa Clara, California—NVIDIA’s backyard—could sit empty for years because the municipal utility isn’t ready to deliver enough electricity. Fortune echoed the theme, underscoring how AI’s energy appetite is outpacing
10 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Today, Nov. 7, 2025: $239 Close as $18B AI Data‑Center Financing and Oracle‑Linked Cyber Breach Dominate the Tape

Updated: November 7, 2025 Summary: Oracle shares slipped again on Friday, closing at $239.26 (‑1.86%) after a fresh round of headlines: Reuters reported an $18 billion bank loan tied to a New Mexico data‑center campus associated with Oracle and the broader “Stargate” AI infrastructure push, while The Washington Post disclosed it was among the victims of a cyber breach linked to Oracle E‑Business Suite. Oracle also announced a new health‑AI collaboration with the Cancer Center Informatics Society (Ci4CC). Oracle+3StockAnalysis+3Reuters+3 Price action at a glance What moved Oracle stock today 1) $18B project financing for an Oracle‑tied New Mexico data‑center campus
8 November 2025
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AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI Data Centers Are Boiling the Grid: Skyrocketing Energy & Cooling Needs Threaten Power Supplies and Climate

AI-driven growth of hyperscale data centers is driving unprecedented power use – global data-center electricity demand is projected to double by 2030 (reaching ~945 TWh) carbonbrief.org. Cutting-edge AI chips draw up to 1,200 watts each, so new racks can exceed 100 kW, far above historical norms spectrum.ieee.org. This surge is straining grids: U.S. utilities report contracts for 47 GW of new data centers (over Virginia’s entire current load) reuters.com. Environmental impacts include rising carbon and huge water use: data centers now consume ~1% of global power carbonbrief.org, and large AI sites can use millions of gallons of water per day
5 November 2025
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