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Data Centers 8 July 2025 - 10 October 2025

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

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

Overview: Dallas-based Applied Digital designs and operates high-performance data centers and cloud colocation – recently pivoting from crypto-mining hosting to AI and HPC workloads ts2.tech. Its flagship Polaris Forge campus in North Dakota was even named “Best Data Center in the Americas 2025” by Datacloud ts2.tech. In an AI-driven cloud boom, demand for such specialized capacity is running far ahead of supply, giving APLD a unique niche reuters.com ts2.tech.
10 October 2025
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Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?

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

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 the pace at which it expects to expand in coming years ts2.tech. Management now projects high-single-digit percentage revenue growth and at least mid-teens earnings growth through 2029 reuters.com ts2.tech – a remarkable upgrade from the prior “GDP-plus” style targets. The bold new goals signal far greater confidence in future demand, driven almost entirely by the explosive appetite for AI-related hardware.
8 October 2025
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AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

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

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 October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500, underline both the stock’s explosive gains and elevated volatility Yahoo. Five‑year returns, however, are a more modest 195.7 % versus the index’s 100.8 % Yahoo, reflecting earlier under‑performance.
6 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

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

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 of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com.
2 October 2025
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Rick Perry’s $15B Data Center Dream Goes Public in AI Gold Rush

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

As artificial intelligence usage explodes, so do the needs for massive data centers and the electricity to run them. Modern AI workloads consume enormous power, straining local grids. Indeed, global data-center electricity use – about 1.5% of today’s power – is projected to double by 2030 driven by AI demand nature.com. This creates a premium for companies that can offer co-located compute and guaranteed power. New “AI factories” are on the rise: big tech firms and startups alike are building hyperscale facilities and even investing in their own power plants. In this context, Fermi America emerged to provide an all-in-one solution: a huge energy and data hub for AI companies.
1 October 2025
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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

What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is racing toward multi‑gigawatt campuses; Nvidia committed up to $100B in supply/investment to OpenAI, underscoring how intertwined vendors and model labs have become. Reuters+1
28 September 2025
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NUAI Rockets Nearly 50% in a Day After AI Data‑Center Milestone—What Changed on Sept. 25–26 and What Could Break Next

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

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 Permian Basin AI data‑center complex with behind‑the‑meter power “islands,” compliance with Texas SB6, and scalable capacity to 1 GW. Management says the milestone “validates the constructability” of the site and its power‑delivery path beginning in early 2027. Business Wire
26 September 2025
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AI Data Center Boom Sends GDS Holdings Stock Soaring – 2025 Outlook Reveals What’s Next for Investors

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

GDS Holdings’ stock has been on a tear in 2025. After starting the year in the mid-$20s, the ADR has nearly doubled, trading around the $40–42 range in late September 2025 gurufocus.com. The latest jolt came on September 24, when GDS shares gapped up ~+7% at the open and climbed further to $41–42 by midday marketbeat.com. This surge – part of a broader month-long rally – reflects a sharp positive turn in sentiment. Traders are betting that GDS will be a prime beneficiary of the “AI data center boom” sweeping tech markets.
24 September 2025
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VNET Group’s AI-Fueled Data Center Boom Sends Stock Soaring – What Investors Need to Know

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

VNET Group, Inc. 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 its credibility, and analysts remain largely bullish, citing strong execution and strategic backing from both tech giants and state-linked investors. However, investors should weigh the breakneck expansion against its high leverage and volatile earnings. VNET’s ascent in the Chinese data center arena – powering everything from cloud services to AI training – positions it for further growth, but prudent management of its debt-fueled expansion will be crucial. Overall, VNET offers a compelling play on China’s digital infrastructure expansion, with a growth story that’s capturing Wall Street’s attention as the company stakes out its territory in the era of AI-driven cloud computing.
24 September 2025
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Rick Perry’s $13 Billion AI Data Center REIT – 2025 Analysis, Expert Insights & Future Outlook

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

The year 2025 saw frenzied interest in AI infrastructure, and Fermi’s rapid rise has unfolded against that backdrop. Data center REITs and tech firms initially rode a wave of euphoria from the AI revolution, but volatility soon followed. In late January 2025, a shock to AI expectations occurred when a Chinese firm unveiled a way to train powerful AI models at a fraction of the usual cost. This undercut the assumption that AI demand would grow exponentially unchecked – NVIDIA’s stock plunged 17% in one day and leading data center REIT stocks like Digital Realty Trust and Equinix to stumble as well Chiltoncapital Chiltoncapital. As one investment manager noted, “2025 has been less than stellar for the data center REITs” because some big tech companies started building their own server farms in-house, reducing immediate reliance on third-party landlords Chiltoncapital.
24 September 2025
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10X Faster Than Any Supercomputer: Inside Microsoft’s AI Mega-Datacenter

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” AI models that were previously impossible. By tightly coupling hundreds of thousands of GPUs into one system, Microsoft is effectively launching a cloud-based supercomputer for AI, boosting both its Azure platform and partners like OpenAI. This effort is a cornerstone of Microsoft’s strategy to democratize AI – delivering advanced AI services globally via Azure’s network of 400+ datacenters. At the same time, it’s a high-stakes bet in a broader race: Amazon, Google, Meta, and Oracle are all scaling their own “AI factories,” each with unique tactics but a common goal of leading the next wave of computing.
19 September 2025
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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)

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 a data center is pre-installed inside a metal container at the factory statetechmagazine.com. The entire unit is delivered as a turnkey product to the customer’s site, where it only needs power, network, and cooling hookups to go live.
18 September 2025
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Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Global Data Center Infrastructure & Colocation Industry Update (June–July 2025)

Hyperscalers Double Down on Capacity: Cloud giants are racing to build new facilities worldwide to meet soaring AI and cloud demand. Amazon Web Services announced a $10 billion investment in North Carolina to develop an AI-focused data center campus, creating 500 jobs governor.nc.gov governor.nc.gov. “Amazon’s $10 billion investment in North Carolina underscores our commitment to driving innovation and advancing the future of cloud computing and AI,” said David Zapolsky, Amazon’s Chief Global Affairs Officer governor.nc.gov. AWS is also expanding globally – with plans for new data centers in Chile, New Zealand, Saudi Arabia, and Taiwan – as CEO Matt Garman confirmed the company’s “breakneck” expansion pace to support AI workloads datacenterknowledge.com. Similarly, Alibaba Cloud launched its second data center in South Korea in June 2025 to provide “more resilient and adaptable cloud environments…fostering AI innovation” amid surging local demand datacenterdynamics.com datacenterdynamics.com. The Chinese cloud provider’s CEO pledged $52.7 billion to build a unified global network, already adding a new region in Mexico and a second Thailand site this year datacenterdynamics.com.
8 July 2025
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