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Data Centers 18 November 2025 - 1 December 2025

Georgia Power in December 2025: Data Center Boom, Rising Bills and a New PSC Shake-Up

Georgia Power in December 2025: Data Center Boom, Rising Bills and a New PSC Shake-Up

As of December 1, 2025, Georgia Power sits at the center of a rare collision of forces: a once‑in‑a‑generation data center boom, sharply higher electricity bills, and a newly reshaped Georgia Public Service Commission that voters just used to vent their frustration. Over the next few weeks, regulators will decide whether to let Georgia Power add roughly 10 gigawatts of new capacity—about the equivalent of ten nuclear reactors at Plant Vogtle—mainly to serve AI and cloud data centers flocking to the state. Consumer groups warn the move could lock in billions of dollars of costs and raise household bills for years; Georgia Power insists the expansion is essential to keep the lights on in a fast‑growing economy. FOX 5 Atlanta+2AJC+2
1 December 2025
Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like

Nvidia Stock, the AI Bubble Debate, and the Data Center Gold Rush: What December 1, 2025 Really Looks Like

Nvidia’s stock is limping into December after a volatile November, even as CEO Jensen Huang insists the artificial intelligence boom is not a bubble. Meanwhile, data center spending, short sellers, and macroeconomists are all treating Nvidia as a proxy for the future of the U.S. economy itself. Here’s what the latest reporting and analysis up to December 1, 2025 tell us about Nvidia, AI chips, and the risk of an AI-driven crash. Nvidia shares finished November on the back foot. A recent Barron’s piece notes that the stock fell again on Friday, ending a “rough month” for the AI-chip leader, with the shares down about 1.4% in that session around the $178 mark — but also points out that, historically, December has often been kinder to Nvidia investors. Barron's
Vertiv (VRT) Stock Outlook Before the December 1, 2025 Open: AI Data Center Winner Faces Big Expectations

Vertiv (VRT) Stock Outlook Before the December 1, 2025 Open: AI Data Center Winner Faces Big Expectations

Data and news current as of the market close on Friday, November 28, 2025, and coverage published between November 28–30, 2025. This article is for informational purposes only and is not financial advice. Vertiv Holdings Co heads into the Monday, December 1, 2025 open as one of the most watched “picks-and-shovels” plays on the AI data center boom.
30 November 2025
Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital Corporation has packed an entire earnings season’s worth of headlines into a few weeks. As of the weekend of November 30, 2025, the stock sits around $27 per share, giving the company a market capitalization of roughly $7–8 billion after a year of explosive, volatility‑filled gains. Stocktwits+1 At the same time, the company has:
Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings (VRT) Stock on November 29, 2025: Institutional Moves, Insider Selling and AI Data Center Tailwinds

Vertiv Holdings Co remains one of the most closely watched “picks‑and‑shovels” stocks in the artificial intelligence data center boom. After a powerful rebound week, Vertiv shares finished trading on Friday, November 28, 2025 at $179.73, up 4.48% on the day and roughly 12% over the past five sessions. Over the last year the stock is up just over 40%, with a 52‑week range of about $53.60 to $202.45 and a market capitalization near $69 billion. Investing.com+2MarketBeat+2 At these levels, Vertiv trades on growth‑stock metrics: a trailing price‑to‑earnings ratio in the high‑60s, a price‑to‑earnings‑growth ratio around 1.4, and beta close to 1.9, underscoring both the high expectations and the volatility that now come with the name. MarketBeat+2MarketBeat+2
29 November 2025
Vertiv (VRT) Stock Rallies on AI Data Center Deals, Dividend Hike and Aggressive 2025 Guidance

Vertiv (VRT) Stock Rallies on AI Data Center Deals, Dividend Hike and Aggressive 2025 Guidance

Vertiv Holdings Co, the data‑center infrastructure specialist powering much of the AI boom, has surged again into the spotlight. As of Friday, November 28, 2025, Vertiv shares were trading just under $180 after a roughly 4.5% daily move and about a 12–13% gain for the week, extending a year of outsized returns and landing the stock near record highs. StockAnalysis+1 The latest leg higher is being driven by a dense cluster of catalysts: a strong third‑quarter earnings beat and higher 2025 guidance, a $1 billion liquid‑cooling acquisition, a new strategic energy partnership with Caterpillar, an expanded immersion‑cooling product line, and a 67% dividend increase — all against the backdrop of still‑bullish analyst sentiment and a rich valuation. MarketBeat+5Vertiv Investors+5Vertiv Investors+5
29 November 2025
Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

Georgia Power’s 10 GW Data Center Plan Could Add $20+ to Monthly Bills: What the PSC’s Next Move Means for You

ATLANTA — As Georgia races to become a hub for AI and cloud computing, state regulators are weighing a massive Georgia Power expansion that could reshape both the grid and your monthly bill. The utility is asking the Georgia Public Service Commission to approve roughly 10,000 megawatts of new power plants and batteries over the next few years, much of it justified by expected demand from energy‑hungry data centers.AJC+1
26 November 2025
WULF Stock Today: TeraWulf Rallies on Mandatory Preferred Conversion and AI Data Center Push (Nov. 25, 2025)

WULF Stock Today: TeraWulf Rallies on Mandatory Preferred Conversion and AI Data Center Push (Nov. 25, 2025)

TeraWulf Inc. is back in the spotlight on Tuesday after announcing a key capital-structure move that sent WULF stock higher in today’s session. The high-performance computing and bitcoin-mining hybrid play is converting its Series A preferred shares into common stock — a change investors are reading as a vote of confidence in the company’s recent share-price strength and long-term AI infrastructure strategy. TeraWulf Inc. The main catalyst for WULF stock today is a fresh press release issued Tuesday morning. TeraWulf announced that it will forcibly convert all outstanding shares of its Series A Convertible Preferred Stock into common stock. TeraWulf Inc.+1
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

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:
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
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 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. As trading gets underway on Tuesday, November 25, 2025, Credo Technology Group Holding Ltd 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. — a Bitcoin miner turned high‑performance computing 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 high near $17.05. StockAnalysis
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 — 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.
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. 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
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, 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 broader AI healthtech story.
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 announced a new joint venture to build up to 1 gigawatt of AI data center capacity across the Middle East and beyond. Reuters+3TipRanks+3TipRanks+3
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. 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. 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.

Stock Market Today

  • Dow Sets Fresh High as Chip Stocks Drag Nasdaq, Inflation Cools
    July 2, 2026, 4:45 PM EDT. The Dow Jones Industrial Average climbed 1.1% to a new record Friday on the back of U.S. job gains, while the S&P 500 closed flat and the Nasdaq slipped 0.8%. Chip stocks weighed on tech amid questions about AI-driven earnings. U.S. employers added 57,000 jobs in June, missing forecasts and hinting at a softer labor market, which could ease inflation. Oil fell on the Iran conflict, lowering chances for more Fed rate hikes. The 10-year Treasury yield edged down to 4.48%. Traders looked to dividend moves and share buybacks. Crypto stocks bounced as bitcoin rose 2%.
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