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Data Centers 23 October 2025 - 13 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 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 In a swift reversal cycle, reports that Nvidia would invest $1B to build a new AI data center in Nuevo León were retracted. Nvidia told Reuters the company has no financial investment plans in the state; subsequent coverage clarified that any local facility would rely on Nvidia technology but not Nvidia funding. The episode appears immaterial to capex near‑term but it matters for narrative risk—investors are particularly sensitive to large, capital‑heavy headlines ahead of next week’s print. Reuters+2CNA+2
13 November 2025
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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 Nvidia traded essentially flat midday Wednesday, changing hands around $192.95 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.
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

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
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 and MI500. Shares rose after the event. Reuters+2Reuters+2 Advanced Micro Devices’ Financial Analyst Day 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, AMD shares rose nearly 5% as investors digested the outlook. Reuters+1
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. 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 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
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)

CleanSpark, Inc. 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 share, with the remaining net proceeds earmarked for expanding its power and land portfolio, developing data‑center infrastructure, repaying bitcoin‑backed credit balances, and general corporate purposes. Nasdaq
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. 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 On the earnings call and in materials posted to its investor site, CoreWeave reduced its 2025 revenue guidance to $5.05–$5.15 billion and set adjusted operating income at $690–$720 million. Management also reiterated heavy 2025 investment needs, budgeting $12–$14 billion of capital expenditures and $1.21–$1.25 billion in interest expense. The company attributed the revision primarily to delays at a third‑party data‑center partner, which push some capacity go‑lives into later periods. Q4 CDN+1
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

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 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 local grid upgrades. A same‑day technical recap notes Silicon Valley Power is sequencing deliveries and investing toward new substations and lines.
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 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. Oracle+3StockAnalysis+3Reuters+3
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 2030carbonbrief.org. Cutting-edge AI chips draw up to 1,200 watts each, so new racks can exceed 100 kW, far above historical normsspectrum.ieee.org. This surge is straining grids: U.S. utilities report contracts for 47 GW of new data centersreuters.com. Environmental impacts include rising carbon and huge water use: data centers now consume ~1% of global powercarbonbrief.org, and large AI sites can use millions of gallons of water per day for coolingeesi.org. In response, industry is racing to deploy immersion and liquid cooling, on-site power, and AI-driven thermal managementspectrum.ieee.orgnews.microsoft.com. Major tech players and utilities are deeply involved: e.g. Nvidia’s market cap topped $5 trillion in Oct. 2025reuters.com, Microsoft and Alphabet near $4Treuters.com, while utilities are lifting earnings forecasts on booming power demandreuters.comreuters.com. AI workloads are causing a data-center boom worldwide. Hundreds of new hyperscale sites are planned or under construction, from Silicon Valley to Northern Virginia and beyonddatacenterknowledge.com. For example, Aligned Data Centers’ ODATA DC02 campus in Chile illustrates just one of many global expansionsdatacenterknowledge.com. The International Energy Agency estimates global data-center electricity demand will double by 2030carbonbrief.org. In the U.S., AI
5 November 2025
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Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Stock Soars on AI Data Center Boom – Analysts Weigh In

On Nov 4, 2025, Arista’s stock closed around $153investing.com. This pullback followed a long rally: over the past six months ANET has gained about 100%investing.com as investors bet on Arista’s role in AI and cloud networking. Trading volume was moderate. In context, the stock had climbed from the ~$70s a year earlier, fueled by better-than-expected earnings and booming demand for data-center switches. Market commentators note that ANET’s valuation has been stretched by these trends, but analysts still generally rate it a “Buy”marketbeat.com. In late October 2025, Arista made waves with new product announcements. On Oct 29, it unveiled its 800GbE “R4” router family targeting AI datacenter backbonesarista.com. These 800G routers offer up to 3.2Tbps per port and are designed to reduce AI job times. Industry analyst Seamus Crehan praised the timing, noting Arista “led in branded market share for both 800GbE as well as overall data center Ethernet switching” and that the R4 products are “well-timed to capitalize” on the expected 90% CAGR in AI-related Ethernet demandarista.com. Early adopters echo this enthusiasm: Tim Smith of advertising firm Magnite said Arista was the “clear choice” for its next-gen data center, deploying a dense 800G spine as an “ideal foundation for the
4 November 2025
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Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy turned in strong third-quarter 2025 results, surpassing analyst expectations on the bottom line. The utility reported net income of $1.0 billion for Q3, up from $934 million in the same quarter a year agonews.dominionenergy.com. On an operating basis, earnings were $921 million, or $1.06 per share, comfortably beating consensus estimates in the mid-$0.90s rangenews.dominionenergy.comreuters.com. This performance marked roughly an 8% increase in per-share earnings year-over-year – a notable achievement for a regulated utility. Revenue also leapt 14.9% to $4.53 billion from $3.94 billion in Q3 2024investing.com, reflecting higher electricity sales in Dominion’s service territories. The company credited regulated infrastructure investments and increased customer demand for the uptick in earnings, which helped offset challenges like unfavorable weather and rising costsainvest.com. Off the back of these solid results, Dominion tightened its full-year 2025 earnings forecast. It now expects operating EPS of $3.33–$3.48, preserving the $3.40 midpoint and indicating confidence that it will finish the year at or above that mid-point targetnews.dominionenergy.comnews.dominionenergy.com. According to the company, hitting the higher end of the range assumes normal winter weather for the remainder of the yearnews.dominionenergy.com. Dominion also reiterated its long-term growth outlook of 5–7% annualized operating EPS growth through 2029, based off the
3 November 2025
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PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

PPL Stock Soars on Data-Center Boom and Gas-Plant Plans

By late October 2025, PPL was trading around $36.50marketbeat.com. It dipped slightly into late Oct: on Oct. 29 it fell 1.16% to $36.48nasdaq.com. Over the past 12 months the stock is up about 14%ts2.techbarchart.com, roughly double the return of the utilities ETF and comparable to peers’ gains. In the last month alone PPL has underperformed the S&P 500; for example, the S&P500 rose ~3.8% in Oct. while PPL was slightly downnasdaq.com. Overall, PPL’s trajectory has been upward: in mid-October it traded near $37.2ts2.tech, though by Halloween it pulled back to the mid-$36s. PPL’s market capitalization is roughly $27–28 billionts2.tech. The company’s share count and structure are unchanged; there have been no recent stock splits or buybacks noted. Compared to other S&P 500 utilities, PPL’s performance has been solid: it outpaced the Utilities Select Sector ETF 2025 gainbarchart.com.
1 November 2025
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Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

Michigan Strikes AI Gold: $7B OpenAI-Oracle Data Center Deal Sparks Stock Frenzy

OpenAI’s “Stargate” initiative – an effort to build massive new data centers nationwide – has selected Michigan for a key phase. On Oct. 30, OpenAI confirmed that with Oracle and Related Digital it will develop a gigawatt-scale AI compute campus on ~575 acres of farmland in Saline Township, near Ann Arborapnews.comaxios.com. The complex will include three single-story server buildings occupying ~250 acres, plus supporting infrastructureapnews.comaxios.com. Construction is slated to begin early 2026, subject to local approvals. The total investment is enormous – reported at more than $7 billionapnews.com – making it roughly on par with past deals like GM’s $7B Michigan auto plants. Gov. Gretchen Whitmer hailed it as “the largest economic project in Michigan history”apnews.comcbsnews.com. Whitmer said the deal brings “good-paying local jobs” and signals that cutting-edge companies can succeed in Michigancbsnews.com. Peter Hoeschele, OpenAI’s VP of industrial compute, echoed the theme: “This project will help ensure Michigan is a key part of building the AI infrastructure that will power the next generation of American innovation”reuters.com.
1 November 2025
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Southern Co Shocks Markets: Data Centers Send Profits Soaring 11%

Southern Co Shocks Markets: Data Centers Send Profits Soaring 11%

Southern Co’s third-quarter results soared past Wall Street forecasts. On Oct. 30 Southern reported GAAP net income of $1.711 Bajc.com, and adjusted EPS of $1.60reuters.com. Revenues climbed 7.5% to $7.82 Breuters.com. CEO Chris Womack said these results reflect the “momentum around electric demand growth opportunities” now building in the Southeastajc.com. In fact, Southern said retail electricity sales were ~1.8% higher year-to-dategurufocus.com, with Q3 usage up ~3.5% in commercial customers and ~2.7% in residential householdsgurufocus.com. The company added roughly 12,000 new customers in Q3ajc.com – well above normal – as businesses and new developments came online. Georgia Power was the star performer. Its division earned $1.25 B in Q3 – up 19% from a year earlierajc.com – making it by far the largest profit contributor. The year-to-date profit is now $3.93 B vs. $3.87 B a year agoajc.com. Along with revenue and customer growth, Southern benefited from rate increases and efficiency; its retail rates remain ~10% below national averagesgurufocus.com, yet it earns strong returns on new investments.
31 October 2025
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Viavi Stock Skyrockets on Blowout Earnings, AI Data-Center Boom

Viavi Stock Skyrockets on Blowout Earnings, AI Data-Center Boom

Viavi stock has been on a tear. On Oct 30 it closed around $16.92, up about 21% from the prior closestockanalysis.com. Chart analysis shows VIAV at fresh 52-week highs on the rallychartmill.com. Trading volume jumped to ~10.8 million on Oct 30chartmill.comstockanalysis.com, signaling heavy investor interest. Technical indicators are bullish: the stock broke above its key moving averageschartmill.com and volume has “been considerably higher in the last couple of days”chartmill.com. ChartMill notes VIAV is “making a new 52 week high”chartmill.com and outperforming most of the market. Viavi’s fiscal Q1 2026 earnings report was the catalyst for the rally. Revenue of $299.1M was 25.6% above a year ago, handily beating the ~$276M consensus. Non-GAAP EPS was $0.15, $0.02 above estimatesau.investing.com. Operating margin expanded 570 basis points YoY to 15.7%au.investing.com, reflecting stronger sales and cost control. Segmentation shows broad-based strength: the Network & Service Enablement unit grew ~35.5% to $216Mau.investing.com, while Optical Security & Performance rose ~5.5% to $83.1M.
30 October 2025
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ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro (PUMP) Soars on Data Center Power Deal and Q3 Earnings Beat – What’s Driving the Rally?

ProPetro’s shares have been on a tear this week, buoyed by a one-two punch of bullish news. On Monday, the stock jumped nearly 19% intraday after the company announced a breakthrough power supply contract with a Midwest data center operatorinvesting.com. The deal, made through ProPetro’s PROPWR division, commits the company to provide 60 MW of on-site electricity via a hybrid system of natural gas generators plus battery storageinvesting.com. This is a significant strategic win – it establishes ProPetro as an energy supplier to a leading data infrastructure player, a departure from its traditional oilfield service niche. “This agreement showcases our commitment to delivering cutting-edge, dependable power solutions tailored to the evolving demands of data center infrastructure,” said Travis Simmering, President of PROPWRinvesting.com. Dave Bosco, a PROPWR vice president, noted the client was especially keen on the combination of gas turbines with battery storage for resiliencyinvesting.com. The market’s reaction was emphatic. By the close of trading Monday, ProPetro’s stock was up roughly 14% on the news, reflecting investor enthusiasm for the company’s expansion into the booming data center power marketinvesting.com. The rally carried into midweek as ProPetro followed up with better-than-expected quarterly earnings on Wednesday, October 29. The stock traded around
29 October 2025
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Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Hyperscale Data, Inc. is in the midst of a dramatic transformation. Formerly known as Ault Alliance, Inc., the company has roots in cryptocurrency mining and diversified holdings datacenterdynamics.com datacenterdynamics.com. In September 2024 it rebranded as Hyperscale Data to reflect a new focus on high-performance data centers for artificial intelligence alongside Bitcoin mining datacenterdynamics.com datacenterdynamics.com. Through its subsidiary Sentinum, Inc., Hyperscale owns a flagship 28 megawatt data center in Dowagiac, Michigan – a 617,000 sq ft campus acquired in 2022 that can scale to an immense 300 MW capacity datacenterdynamics.com datacenterdynamics.com. The site currently hosts both Bitcoin mining rigs and GPU clusters for AI workloads, with a portion of mining operations being shifted to a newer 20 MW site in Montana to free up capacity for AI clients datacenterdynamics.com. Under the umbrella prior to rebranding, Hyperscale held an eclectic mix of assets – from defense and automotive parts to hotels – but it now plans to spin off those non-core businesses and emerge as a pure-play operator of AI data centers with crypto holdings prnewswire.com prnewswire.com. “Hyperscale Data is evolving into a pure play company with two strategic pillars: AI-optimized data centers; and a growing amount of digital assets,” the company
28 October 2025
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Vertiv (VRT) Stock Skyrockets on AI Boom – Will the Rally Continue?

Vertiv (VRT) Stock Soars on AI Data-Center Frenzy – What’s Driving the Rally?

Vertiv stock has been on a tear in 2025, and on Oct. 23, 2025 that rally continued. By mid-day Thursday, the share price was around $180–181, roughly a 5% gain on the sessionmarketbeat.comreuters.com. Notably, Reuters confirms VRT was trading at $180.12 as of late morning on Oct. 23reuters.com. This comes after a recent intraday high near $184.50. Over the past month, VRT has climbed sharply – for example, shares jumped from the mid-$160s to high-$170s in early Octoberts2.tech. On Oct. 22, the stock closed around $171.27marketbeat.com, so Thursday’s move extends its break above prior resistance. Trading volume on Oct. 23 was roughly 5.0 million shares by mid-daymarketbeat.com, in line with the 8.8M share average but higher than normal for the stock. This heavy volume underscores broad investor interest amid the momentum. The catalyst for the late-October surge is clear: blowout earnings and guidance. Vertiv reported Q3 2025 results that exceeded all forecastsmarketbeat.com. Earnings per share came in at $1.24, and revenues grew 29% year-over-year to about $2.68 billionmarketbeat.com. Management also raised its 2025 outlook: full-year revenue is now expected around $10 billion and adjusted EPS ~$3.80ts2.tech, implying over 20% growth. Underlying demand is strong – in Q2 Vertiv’s book-to-bill ratio
23 October 2025
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Stock Market Today

  • Spotify Says It Found Stream Manipulation After Kalshi Market Concerns
    July 2, 2026, 3:44 PM EDT. Spotify said it found stream manipulation after Caleb Davies, a leading prediction market trader, raised the issue. Davies, who trades Spotify chart odds, said bots boosted streams and influenced Kalshi outcomes. Spotify said it deleted over 500,000 fake streams, changed its chart data, and dropped the song in question from first to fourth. Kalshi already paid out bets using the initial, bad numbers but is now working with Spotify on next steps. Spotify also asked Kalshi to pull its logo from the site and said it does not vouch for the chart data. Detecting artificial streaming remains a problem for music firms and prediction markets.
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