Today: 1 March 2026
Browse Category

Data Centers 5 November 2025 - 25 November 2025

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 shares jumped about 13% Monday to $150–151 after announcing a patent licensing deal with The Siemon Company for active electrical cable technology. Trading volume hit 16 million, triple the usual pace. The stock remains 22% below its October high of $193.50 but is up over 400% from its April low. Next earnings report is set for December 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 shares rose about 10% to $12.48 Monday on volume over 18 million, after reporting Q3 revenue up 87% to $50.6 million and a net loss of $455 million. The company signed more than $17 billion in long-term HPC contracts and completed over $5 billion in new financings. WULF trades well above its 52-week low but below its recent high near $17.05.
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 shares closed at $21.09 on Friday, down 1.3% for the day and about 43% below their late October peak. The stock has lost roughly a third of its value in a month but remains up over 100% for the year. On November 13, the company’s unit priced $2.35 billion in 9.25% senior secured notes, raising questions about leverage. S&P Global Ratings assigned a ‘B+’ rating with a positive outlook.
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 and Foxconn announced a partnership to design and manufacture AI data center hardware in the U.S., with Foxconn planning to invest up to $5 billion in its American facilities. SoftBank will invest $3 billion to convert an Ohio plant into a factory supplying modular data center units for OpenAI’s upcoming sites, including in Texas.
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 said it will acquire two AI-optimized data centers in Malaysia for up to US$120 million, paying with 3 million Class A shares. The announcement sent MNDR shares sharply higher in pre-market trading Thursday. The deal, structured as a memorandum of understanding with PPG PP GRID SDN. BHD., remains subject to due diligence and approvals.
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

Elon Musk and Nvidia’s Jensen Huang led an AI panel at the U.S.–Saudi Investment Forum in Washington, highlighting Saudi Arabia’s push to become a global AI infrastructure hub. Musk’s xAI is nearing a $15 billion funding round and plans a 500-megawatt data center in the kingdom. AMD, Cisco, and Saudi firm Humain announced a joint venture for up to 1 gigawatt of AI data center capacity across the Middle East.
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 shares surged November 18 after the company reported record Q3 2025 results, including $26.5 million in revenue, a swing to positive operating income, and near-breakeven net loss. The company confirmed a $1.4 billion AI data centre mandate in Southeast Asia and reported cash of $121.4 million with debt down to $15.1 million.
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 priced $2.35 billion in senior secured notes due 2030 at a 9.25% coupon, issued at 97% of face value, to fund its North Dakota AI data centers. The deal follows a commitment of up to $787.5 million in equity from Macquarie Asset Management. Shares are down over 25% this week despite a year-to-date gain of nearly 300%. The notes offering is expected to close around November 20.
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 denied plans to invest $1 billion in an AI data center in Nuevo León, contradicting an earlier claim by the state’s governor. The company said it has no financial investment in the region; local officials now say another firm will fund a facility using Nvidia technology. Nvidia shares last closed at $193.80. The announcement comes days before its Nov. 19 earnings report.
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

Nvidia shares traded flat midday Wednesday near $192.95 after opening at $195.69, with over 100 million shares changing hands. Premarket gains faded despite Foxconn’s strong AI server outlook and AMD’s AI-driven rally. SoftBank’s recent $5.8 billion NVDA stake sale and conflicting reports of a $1 billion Mexico data center investment added volatility. Nvidia reports Q3 results November 19.
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

Anthropic will invest $50 billion to build AI data centers in the U.S., with initial sites in Texas and New York developed with Fluidstack and coming online through 2026. The company expects to create about 800 permanent and 2,400 construction jobs. This marks Anthropic’s first major direct data center program after mainly using cloud partners. Anthropic also plans to access up to one million Google Cloud TPUs in parallel.
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 projected its data-center business will grow about 60% annually over the next 3–5 years, targeting $100 billion in annual sales and over $20 in EPS. The company unveiled new AI hardware plans for 2026 and 2027 and announced a major supply deal with OpenAI. AMD shares rose nearly 5% in premarket trading following the outlook.
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

AMD set a target of $100 billion in annual data-center chip revenue within five years and projected non-GAAP EPS above $20 over the next 3–5 years at its Financial Analyst Day in New York. The company unveiled an AI hardware roadmap, including MI400 GPUs in 2026 and a “Helios” rack-scale system. Shares rose nearly 5% in pre-market trading Wednesday following the announcements.
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

CoreWeave shares fell 16% to $88 after the company cut its 2025 revenue outlook to $5.05–$5.15 billion, citing delays at a third-party data-center partner. Q3 revenue surged 134% to $1.36 billion, but margins narrowed and several analysts lowered price targets. Management said the affected customer extended its contract, keeping total deal value intact. Backlog rose to $55.6 billion on multi-year AI deals with Meta and OpenAI.
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)

CleanSpark priced a $1.15 billion 0% convertible senior notes offering due 2032, upsizing after strong demand and setting a $19.16 conversion price, a 27.5% premium to Monday’s close. About $460 million will fund a stock buyback at $15.03 per share; the rest will go to power, land, and data center expansion. CLSK shares fell about 5% pre-market to $14. The deal may increase by $150 million if options are exercised.
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 shares fell nearly 9% in early trading Tuesday after the company cut its 2025 revenue outlook due to a third-party data-center delay. Q3 revenue jumped 134% to $1.365 billion, beating estimates, while net loss narrowed to $110.1 million. The affected customer extended its contract, keeping total deal value unchanged. Revenue backlog rose to $55.6 billion, driven by large deals with Meta and OpenAI.
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

NVIDIA shares edged up in premarket trading Monday, reaching $188.15 as of 14:11 UTC. Two major data center projects in Santa Clara face multi-year delays due to local power grid constraints. NVIDIA announced new Dynamo integrations for Kubernetes-based AI inference. TSMC reported slower sales, raising questions about near-term AI hardware supply.
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

Oracle shares fell 1.86% to $239.26 Friday, extending a two-day drop of over 4%. Reuters reported an $18 billion bank loan for a New Mexico data-center campus tied to Oracle’s “Stargate” AI project. The Washington Post said it was hit by a cyber breach linked to Oracle E-Business Suite. Oracle also announced a new health-AI partnership with the Cancer Center Informatics Society.
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

Global data-center electricity demand is projected to double by 2030, reaching about 945 TWh, driven by AI workloads. U.S. utilities report contracts for 47 GW of new data centers, exceeding Virginia’s current load. High-power AI chips and dense racks are straining grids and increasing water and carbon use. Tech giants and utilities are investing heavily in new cooling and on-site power solutions.
Go toTop