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Data Centers News 8 July 2025 - 26 September 2025

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

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 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 CEO E. Will Gray II put it bluntly: “We are de‑risking one of the most ambitious AI data center site developments
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

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 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 (from $37.63 to $40.16) 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
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

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 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
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

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 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%
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
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)

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 a data center (server racks, networking gear, power distribution units, cooling systems, fire suppression, security systems, etc.) 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. This concept dates back to the mid-2000s. Notably,
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)

In 2025, Amazon Web Services announced a $10 billion investment in North Carolina to build an AI-focused data center campus in Richmond County, creating 500 jobs. AWS plans new data centers in Chile, New Zealand, Saudi Arabia, and Taiwan, with CEO Matt Garman calling the expansion pace “breakneck” to support AI workloads. Alibaba Cloud opened its second data center in South Korea in June 2025 and pledged $52.7 billion to build a unified global network, adding a new region in Mexico and a second site in Thailand this year. Equinix completed the acquisition of three Manila, Philippines data centers (MN1,
8 July 2025
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