Today: 23 July 2026
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Data Centers 6 May 2026 - 20 May 2026

Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital on Wednesday said it has signed a 15-year take-or-pay lease with the same unnamed U.S. investment-grade hyperscaler already leasing at its Delta Forge 1 campus. The deal adds 300 megawatts of critical IT load at a new Polaris Forge 3 site, lifting contracted capacity for the Dallas-based company past 1 gigawatt. The lease, which requires the customer to pay whether or not it uses the full capacity, is worth about $7.5 billion over the base term.
20 May 2026
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FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy rallied to a new 52-week high on Monday, closing up 16.35% at $15.94. Investors snapped up shares after the company promoted its fuel cells as a solution for AI data centers struggling with grid bottlenecks. Volume spiked—12.9 million shares traded, blowing past the 50-day average of 4.1 million, according to MarketWatch.
12 May 2026
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Keel Infrastructure Q1 Results: $533 Million AI Data-Center Pivot Hits Its First Major Test

Keel Infrastructure Q1 Results: $533 Million AI Data-Center Pivot Hits Its First Major Test

Keel Infrastructure Corp posted a bigger first-quarter loss Monday. The company, formerly Bitfarms, said it holds $533 million in liquidity, aiming to secure customer leases at three North American AI data-center locations before year-end. Revenue from its legacy operations dropped 23% to $37 million. Loss from continuing operations deepened to $128 million, or 21 cents per share.
12 May 2026
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Coherent Stock Rebounds as AI Data-Center Demand Puts Its Capacity Race in Focus

Coherent Stock Rebounds as AI Data-Center Demand Puts Its Capacity Race in Focus

Coherent Corp bounced back on Friday, with shares climbing 5.03% to finish at $335.26 after a rough earnings reaction that saw the stock tumble 7.39% the day before. Investors looked past the immediate hit, focusing instead on whether the appetite for AI data-center optics will continue to outstrip the company's ability to keep up. U.S. markets didn’t open on Sunday.
10 May 2026
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Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 Corp. ended Friday’s U.S. session at $98.46, a drop of $2.81 from its previous close, with investors weighing just how much of the week’s AI-driven data-center surge would stick around. Rosenblatt Securities on Friday bumped its price target up to $124 from $89 after Hut 8’s new lease in Texas marked another pivot from its bitcoin-mining roots toward AI infrastructure.
10 May 2026
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NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

Officials in Sedgwick County, Kansas, have pushed back the deadline for lifting a freeze on new data center applications to Sept. 11. That move keeps development on hold locally, even as NextEra Energy Inc. remains linked to land activity in the region for potential major computing sites. Local public radio noted both NextEra and Monarch Energy have either purchased or been working on deals for properties in Garden Plain, Colwich, and Andale, all just west of Wichita.
9 May 2026
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SiTime Stock Jumps 28% as AI Data-Center Demand Almost Doubles Sales

SiTime Stock Jumps 28% as AI Data-Center Demand Almost Doubles Sales

Shares of SiTime Corporation skyrocketed Thursday, with the Santa Clara chipmaker posting a big first-quarter revenue gain and boosting its full-year forecast. That was enough to catapult this niche timing component supplier into the top ranks among AI infrastructure stocks for the session. The stock finished up 27.9% at $797.31, logging a fresh intraday record, according to Investor’s Business Daily.
8 May 2026
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Why Hut 8 Stock Is in Focus After a $9.8 Billion AI Data Center Deal

Why Hut 8 Stock Is in Focus After a $9.8 Billion AI Data Center Deal

Hut 8 Corp. landed a $9.8 billion, 15-year lease deal for phase one of its Beacon Point AI data center campus in Nueces County, Texas, marking a major step as the company moves further into AI-powered infrastructure beyond its bitcoin mining roots. The company didn’t disclose the tenant’s name but described it as a high-investment-grade firm set to tap 352 megawatts of IT capacity—essentially the power available to run servers and associated hardware.
7 May 2026
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NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Energy Inc. said Wednesday it’s entered a non-binding memorandum of understanding with Super Micro Computer Inc., targeting the use of NANO’s microreactors as a power source for AI data centers. The collaboration would look at integrating NANO’s KRONOS MMR energy system alongside Supermicro’s server racks, AI hardware, cooling solutions and support services.
6 May 2026
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Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 Corp. shares shot up over 32% early Wednesday after the company inked a 15-year lease valued at $9.8 billion for its Beacon Point data center campus in Nueces County, Texas. The move digs the bitcoin miner and data center operator deeper into AI infrastructure. The first phase of the deal covers 352 megawatts of IT capacity—dedicated to servers and related gear.
6 May 2026
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