Data Centers News 18 September 2025

AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

Overview: Dallas-based Applied Digital (NASDAQ: APLD) designs and operates high-performance data centers and cloud colocation – recently pivoting from crypto-mining hosting to AI and HPC (high-performance computing) workloads ts2.tech. Its flagship Polaris Forge campus in North Dakota was even named

10 October 2025

Artificial Intelligence·Business Analysis·Data Centers·Market Trends·Technology News

Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

Dell Bets Big on AI – Doubling Growth Targets Dell’s announcement on October 7, 2025 marked a turning point for the company’s trajectory. At an analyst meeting that day, the tech giant dramatically raised its long-term financial forecasts, effectively doubling

8 October 2025

Artificial Intelligence·Data Centers·Market Trends

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early

6 October 2025

Artificial Intelligence·Data Centers·Semiconductors·Technology Stocks

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Report The Seventh Inning of the AI Capex Boom The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds

2 October 2025

Artificial Intelligence·Business Analysis·Cloud Computing·Data Centers·Stock Market·Technology Trends

Rick Perry’s $15B Data Center Dream Goes Public in AI Gold Rush

The AI Data Center Gold Rush As artificial intelligence usage explodes, so do the needs for massive data centers and the electricity to run them. Modern AI workloads (think training large language models) consume enormous power, straining local grids. Indeed, global

1 October 2025

Artificial Intelligence·Business·Data Centers·Investments·Stock Market·Technology

Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

Key facts (what changed this week) The three AI megatrends shaping the next phase 1) Hyperscale compute + energy: AI “super‑factories” What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking.

28 September 2025

Artificial Intelligence·Data Centers·Investment Strategies·Market Analysis·Stock Market·Technology Trends

NUAI Rockets Nearly 50% in a Day After AI Data‑Center Milestone—What Changed on Sept. 25–26 and What Could Break Next

Key facts (Sept. 25–26, 2025): What happened to NUAI on Sept. 25? Shares ripped ~50% into the close after fresh coverage amplified a Sept. 24 company release: Phase One engineering is done for TCDC, the JV aiming to develop a

26 September 2025

AI Stocks·Data Centers·Investing·Market News·Technology

AI Data Center Boom Sends GDS Holdings Stock Soaring – 2025 Outlook Reveals What’s Next for Investors

Full Overview of GDS Holdings Ltd as of September 24, 2025 In-Depth Analysis Stock Price & Recent Performance GDS Holdings’ stock has been on a tear in 2025. After starting the year in the mid-$20s, the ADR has nearly doubled, trading

24 September 2025

AI·Data Centers·Investing·Stock Market·Technology Trends

VNET Group’s AI-Fueled Data Center Boom Sends Stock Soaring – What Investors Need to Know

Conclusion: VNET Group, Inc. (NASDAQ: VNET) has emerged as a key beneficiary of China’s cloud and AI data center boom, translating surging demand into rapid revenue growth and an eye-popping stock rally. Recent wins like the 40MW hyperscale deal reinforce

24 September 2025

Artificial Intelligence·Data Centers·Investment Insights·Stock Market·Technology Trends

Rick Perry’s $13 Billion AI Data Center REIT – 2025 Analysis, Expert Insights & Future Outlook

Rick Perry’s Data Center REIT: 2025 Investment Analysis and Outlook 2025 Performance and Milestones A Wild Year for AI Infrastructure The year 2025 saw frenzied interest in AI infrastructure, and Fermi’s rapid rise has unfolded against that backdrop. Data center REITs

24 September 2025

Artificial Intelligence·Data Centers·Investment Analysis·Technology Trends

10X Faster Than Any Supercomputer: Inside Microsoft’s AI Mega-Datacenter

In summary, Microsoft’s new AI datacenter in Wisconsin – billed as the world’s most powerful – embodies the scale and ambition of today’s AI era. It merges cutting-edge silicon, novel cooling and networking, and massive cloud integration to enable “frontier”

19 September 2025

Artificial Intelligence·Data Centers·Microsoft

How Machine Learning Works and Why It’s Changing Everything in 2025

The Containerized Data Center Boom: How “Data Centers in a Box” Are Revolutionizing IT (Market to Hit $43B by 2030)

What Are Containerized Data Centers? Containerized data centers – often dubbed “data centers in a box” – are modular data center solutions built inside standardized shipping containers or similar portable structures. In practice, this means all the typical infrastructure of

18 September 2025

Cloud Computing·Data Centers·Innovation

Data Centers News 18 September 2025 - 10 October 2025