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Data Centers 21 May 2026 - 10 June 2026

Bloom Energy Drops After Crusoe Data-Center Pause Raises AI Power Worries

Bloom Energy Drops After Crusoe Data-Center Pause Raises AI Power Worries

Bloom Energy shares fell Wednesday after a data-center project linked to the AI power ramp was put on hold. That pushed investors to ask how fast the fuel-cell pipeline, often in the news, will actually turn into revenue. The stock last changed hands at $235.92, off $23.69 from Tuesday’s finish. It moved between $230.72 and $258.66 earlier in the session.
IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

IREN Stock Moves Early as Market Reacts to Australia AI Data-Center Push

IREN Ltd. shares pointed lower in premarket U.S. trading on Thursday, after the AI cloud and bitcoin mining company said it’s building an 800-megawatt campus in South Australia, its first data center in Australia. The stock finished Wednesday at $65.48, down 1.7%. In early morning trading at 6:48 a.m. Eastern, MarketBeat showed shares at $61.66, down 5.8% more.
Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion.
KEEL Surges as Investors Back Keel’s AI Data Center Plans

KEEL Surges as Investors Back Keel’s AI Data Center Plans

Keel Infrastructure Corp. gained 7.1% to $4.53 at 1:44 p.m. EDT Thursday, near its $4.66 52-week high. Traders picked up shares, betting on the ex-Bitfarms company's AI power-infrastructure push. IREN and Cipher Digital moved higher too. The broader U.S. markets dropped as oil and Treasury yields climbed. Google Finance showed 22.31 million shares of KEEL traded, below its 33.41 million average, with a market cap around $2.71 billion.
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