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Data Centers News 10 November 2025 - 25 November 2025

Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy, AI Data Centers and ESG: Key Investor and Sustainability Stories for November 25, 2025

Entergy’s Big Bet on AI-Hungry Data Centers A Morningstar company report published on November 24, 2025, frames Entergy Corporation as “building infrastructure to meet data centers’ energy needs,” highlighting a growing base of energy-intensive customers and the advantage of operating under constructive U.S. rate regulation. Morningstar+1 That thesis matches what Entergy itself and independent outlets have been describing for months: On its own data center microsite and blog, Entergy repeatedly argues that hyperscale customers help lower average power costs by spreading fixed grid expenses across more load, and that the big tech clients are directly funding required upgrades. It also
AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

AI Data Centers Raise Winter Blackout Risks: What NERC’s 2025–26 Warning Means for Texas, Michigan and the Rest of the US

Published November 25, 2025 As the first major cold fronts line up over North America, federal grid regulators are sounding the alarm: the explosive growth of AI data centers is helping push winter electricity demand to record highs — and in some regions, the power system may not be ready if a deep freeze hits. Utility Dive+1 A new 2025–2026 Winter Reliability Assessment from the North American Electric Reliability Corporation (NERC) finds that winter peak demand on the bulk power system will be about 20 gigawatts higher than last year, while new resources to meet that demand have grown by
CRDO Stock Today: Credo Technology Soars After Siemon Patent Deal as AI Data Center Demand Surges (November 25, 2025)

CRDO Stock Today: Credo Technology Soars After Siemon Patent Deal as AI Data Center Demand Surges (November 25, 2025)

Credo Technology Group (NASDAQ: CRDO) stock is back in the spotlight after a double‑digit jump linked to a new patent licensing deal with The Siemon Company. Here’s what’s driving CRDO today, how it fits into the AI data center boom, and what to watch heading into the December 1 earnings report. Key Takeaways CRDO Stock Today: Where the Share Price Stands As trading gets underway on Tuesday, November 25, 2025, Credo Technology Group Holding Ltd (NASDAQ: CRDO) is coming off a powerful Monday session that saw the stock surge roughly 13%, from about $133.5 to around $150–151 per share. StockInvest+1
TeraWulf (WULF) Stock Today: Price Action, AI Data Center Deals, and Outlook for November 24, 2025

TeraWulf (WULF) Stock Today: Price Action, AI Data Center Deals, and Outlook for November 24, 2025

TeraWulf Inc. (NASDAQ: WULF) — a Bitcoin miner turned high‑performance computing (HPC) and AI data center operator — continues to trade with extreme volatility as investors digest a “transformational” third quarter, massive new contracts, and aggressive financing moves. As of the latest quote around 17:02 UTC on Monday, November 24, 2025, WULF is trading at $12.48 per share, up roughly 10.5% from the prior close of $11.29. Intraday, the stock has traded between about $11.37 and $12.50 on heavy volume of more than 18 million shares, putting it well above its 52‑week low of $2.06 but still below the recent
24 November 2025
Applied Digital (APLD) Stock Today, November 23, 2025: AI Data Center High‑Flyer in a Risky Reset

Applied Digital (APLD) Stock Today, November 23, 2025: AI Data Center High‑Flyer in a Risky Reset

Applied Digital Corporation (NASDAQ: APLD) — one of 2025’s most talked‑about AI data‑center stocks — heads into Sunday, November 23, 2025, after a bruising but still spectacular year. After soaring on multi‑billion‑dollar AI infrastructure deals, the stock has just endured a sharp pullback, and fresh research this weekend is sharply divided on whether APLD is now a bargain or still priced for perfection. Reuters+2Reuters+2 This article rounds up the latest Applied Digital stock news and analysis as of November 23, 2025, and explains what investors will be watching in the shortened Thanksgiving trading week. 1. Applied Digital stock price snapshot
23 November 2025
OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI News Today, November 21, 2025: Foxconn Hardware Deal, $3B Data Center Bet, ChatGPT Group Chats & New Global Partnerships

OpenAI’s news cycle today is dominated by huge infrastructure deals, new features for ChatGPT, and fresh partnerships that stretch from U.S. classrooms to Middle Eastern airlines and the Armenian tech ecosystem. Here’s a comprehensive look at the most important OpenAI developments being reported on 21 November 2025. 1. OpenAI and Foxconn Team Up to Build AI Hardware in the U.S. The headline story today is OpenAI’s new strategic partnership with Taiwanese electronics giant Foxconn to design and manufacture key hardware for AI data centers in the United States.The Washington Post+1 According to reporting syndicated from the Associated Press and others, the deal will
Mobile-health Network Solutions (MNDR) Stock Surges on $120 Million AI Data Center Deal in Malaysia – November 20, 2025 Update

Mobile-health Network Solutions (MNDR) Stock Surges on $120 Million AI Data Center Deal in Malaysia – November 20, 2025 Update

Mobile-health Network Solutions (NASDAQ: MNDR), the Singapore-based AI-powered telehealth and digital health platform behind the MaNaDr app, jumped back into the market’s spotlight today after announcing plans to acquire two AI‑optimized data centers in Malaysia in a deal valued at up to US$120 million. The news triggered a powerful pre‑market rally in the company’s thinly traded shares on Thursday, November 20, 2025. TipRanks+1 Below is a full breakdown of all the key MNDR news items dated November 20, 2025, plus context from recent company developments to help readers understand what today’s move could mean for the stock and for the
Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia Q3 2026 Earnings: Record $57 Billion Revenue as AI Chip Demand Supercharges Data Center Business

Published: November 19, 2025 Nvidia has once again rewritten the record books. On Wednesday, the AI chip leader reported third-quarter fiscal 2026 results that smashed Wall Street expectations, powered by soaring demand for its data center GPUs used to train and run artificial intelligence models. Revenue hit a record $57.0 billion, up 22% quarter over quarter and 62% year over year, with profit and guidance both coming in ahead of forecasts.NVIDIA Newsroom+1 After the report, Nvidia shares jumped in after-hours trading, adding to a rally into the close as investors cheered another blowout AI quarter.Kiplinger Key Numbers From Nvidia’s Q3 FY2026 For the fiscal quarter
Elon Musk and Jensen Huang Headline U.S.–Saudi AI Forum as xAI and Humain Plot Massive Saudi Data Centers

Elon Musk and Jensen Huang Headline U.S.–Saudi AI Forum as xAI and Humain Plot Massive Saudi Data Centers

WASHINGTON, D.C. — November 19, 2025. Tesla and xAI chief Elon Musk and Nvidia founder and CEO Jensen Huang took center stage at the U.S.–Saudi Investment Forum in Washington today, using a high‑profile AI panel to frame Saudi Arabia as a future “compute superpower” and showcase a wave of new mega‑deals spanning chips, data centers and sovereign AI infrastructure. Reuters+1 Their appearance comes as Musk’s AI startup xAI is reportedly closing in on a $15 billion funding round at a $230 billion valuation and planning a 500‑megawatt data center in Saudi Arabia, while AMD, Cisco and Saudi AI company Humain
Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology (GRRR) Soars on Record Q3 Earnings, $1.4B AI Data Centre Deal and Bullish 2026 Outlook

Gorilla Technology Group Inc. (NASDAQ: GRRR) is back on the radar as its share price jumps on November 18, 2025, after the AI infrastructure company reported record third‑quarter results, a massive AI data centre mandate, and ambitious guidance for 2026. Record Q3 2025: Strongest Quarter in Company History Gorilla Technology Group Inc., a London‑headquartered AI and security infrastructure company, has reported the strongest quarter in its history for Q3 2025, with numbers that are reshaping how investors view the small‑cap AI name. In a press release dated November 17, later filed as a Form 6‑K, the company reported: Nasdaq+2investors.gorilla-technology.com+2 Adjusted
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
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
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

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
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
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
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%
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
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
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
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

Stock Market Today

Coca-Cola stock price ends near $79 — frozen products exit sets up KO earnings week

Coca-Cola stock price ends near $79 — frozen products exit sets up KO earnings week

7 February 2026
Coca-Cola will discontinue its frozen products, including the Minute Maid frozen line, in the U.S. and Canada in Q1 2026. Shares closed Friday up 0.66% at $79.03 ahead of Tuesday’s quarterly results. CEO James Quincey sold 337,824 shares on Feb. 3 for about $26 million under a pre-arranged plan. Options pricing suggests a possible 3% move after earnings.
Cisco stock jumps 3% into earnings week as tech shakeout keeps CSCO in focus

Cisco stock jumps 3% into earnings week as tech shakeout keeps CSCO in focus

7 February 2026
Cisco shares closed up 3% at $84.82 Friday after a volatile week for tech stocks. The company will report quarterly results Feb. 11, with analysts expecting EPS of $1.02 on $15.12 billion revenue. U.S. jobs and inflation data, delayed by the federal shutdown, are also due next week. About 23.9 million Cisco shares traded Friday.
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