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Data Centers 14 February 2026 - 14 April 2026

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares surged Tuesday, last changing hands at $43.07. Gains for CoreWeave and Nebius added to the move. Bitcoin hovered close to $74,375, putting renewed attention on one of the market’s more volatile AI-and-crypto-linked stocks. Conditions now favor firms renting out AI computing muscle to tech giants scrambling for more chips and power. Meta, for one, inked a new $21 billion agreement last week with CoreWeave, stretching their partnership out to 2032. Back in March, Nebius disclosed that Meta committed to purchase $12 billion in capacity by 2027, with the potential for another $15 billion down the line.
14 April 2026
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Nokia Oyj AI Data Center Push Gets Lift From Fifth Straight GigaOm Leader Ranking

Nokia Oyj AI Data Center Push Gets Lift From Fifth Straight GigaOm Leader Ranking

Nokia landed another accolade on Wednesday, securing Leader and Outperformer status in GigaOm’s 2026 Radar for data center switching for a fifth year running. The recognition offers the Finnish network equipment maker another proof point as it pushes to expand outside its core telecom turf. That's important right now as Nokia pushes further into AI and data center infrastructure, with orders for 5G gear still sluggish. This year, Reuters said the company restructured its business to focus on network and mobile infrastructure. In March, Nokia also broadened its AI collaborations, teaming up with Deutsche Telekom and TIM Brasil.
9 April 2026
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Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp wrapped up Friday at $243.48, barely moving after a tough session for U.S. stocks. Over in Pittsburgh, a key executive took the stage at a packed industry summit, pitching the optics maker’s multibillion-dollar deal with Nvidia as bigger than just one partnership. Steve Rummel, the company’s senior vice president of engineered materials, told the crowd the agreement “really cements the partnership” and argued it would “support the whole industry.” The Pennsylvania event drew attention from data center, power and manufacturing players. Nvidia’s comments carry weight right now, with the company actively backing optics suppliers to meet the surge in demand for faster chip-to-chip data center links. As AI clusters scale up, optical interconnects—which send data using light rather than electricity—are being promoted for boosting bandwidth while pushing power consumption down.
29 March 2026
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Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power climbed roughly 2% after the open on Wednesday, with shares changing hands at about $2.17, following word that the hydrogen fuel-cell company is aiming to offload as much as 250 megawatts of electricity into PJM Interconnection, the nation’s largest grid operator. The move comes as investors digested the report. Now the timing is critical: the market Plug is targeting has become a race. U.S. electricity demand broke records in 2025 and will keep climbing into 2026 and 2027, according to the Energy Information Administration on Tuesday. AI and crypto data centers are fueling much of the surge. Meanwhile, PJM has floated rules that would force large new consumers to secure their own power supply or risk restrictions if the grid gets tight.
11 March 2026
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Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

NEW YORK, March 10, 2026, 5:45 PM EDT Plug Power Inc is aiming to offload as much as 250 megawatts of power into the PJM Interconnection market, the Times Union reported Tuesday, citing Bloomberg News. Chairman Andy Marsh told Bloomberg Plug is already reaching out to potential buyers, including data center operators and utilities, but says deals would need to run for at least seven years. Shares of Plug dropped 3.2% to $2.12 in late trading.
11 March 2026
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Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco Systems is now plugging Splunk analytics into its Nexus Dashboard, the control hub within its Nexus One platform, aiming to speed up network fault detection and push automated fixes for data-center and campus environments. The rollout applies to Nexus 9000 as well as Cisco 8000 switches and routers that are managed via the dashboard. This is a key test for Cisco, which is under pressure to prove its $28 billion Splunk deal isn’t just padding software revenue. AI-heavy operators are facing spikier, less-forgiving traffic flows and need to parse telemetry—live machine data that reveals network health—while keeping sensitive logs on-site.
10 March 2026
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Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power is looking to tap into surging AI data center demand, aiming to supply as much as 250 megawatts of hydrogen-fueled electricity in a possible PJM Interconnection auction—no small move on the country’s largest power grid. To pull it off, the company needs deals of at least seven years. Talks are already underway between Plug and hyperscalers, data center operators, and utilities, according to Bloomberg. Shares edged up roughly 0.2% around midday Monday. Timing is critical here. Both PJM and the White House are chasing extra supply after soaring data-center demand put the Mid-Atlantic grid under strain, driving capacity prices much higher and elevating standby power from a niche product to a key market lever.
9 March 2026
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Coherent Corp rolls out 224Gbps chip for AI data centers as OFC 2026 approaches

Coherent Corp rolls out 224Gbps chip for AI data centers as OFC 2026 approaches

Coherent Corp, the photonics components manufacturer out of Saxonburg, Pennsylvania, rolled out a 224-gigabit-per-second transimpedance amplifier on Wednesday—a receiver chip that targets high-speed optical links inside data centers. By Thursday afternoon, shares had slipped roughly 9%. With AI training and inference ramping up, data-center operators are reworking how racks communicate—and scrutinizing the power each link uses in the process. The move to 800-gigabit and 1.6-terabit optical modules is fueling fierce competition for quicker components, whether it’s lasers, chips, or the gear used to test them.
5 March 2026
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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp rolled out its 224Gbps quad-channel transimpedance amplifier on Wednesday, zeroing in on the push for 800G and 1.6T optical transceivers powering AI and cloud data centers. The CHR1074, as the company calls it, snaps back to full performance in just 50 nanoseconds after an idle period, according to Coherent. Samples are already shipping, while the company expects to ramp up broader availability by the end of next quarter. “AI-driven infrastructure is redefining performance and power requirements across the optical interconnect ecosystem,” said Beck Mason, executive vice president for semiconductor devices at Coherent. The reason this matters right now? Data center pipes are reaching their limits. With AI clusters getting larger, operators are already pressing past 400 gigabits per second—chasing 800G and even 1.6 terabits per second—to shuttle data between servers, shaving down both power use and latency.
5 March 2026
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Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia is set to put $2 billion apiece into photonics suppliers Lumentum and Coherent, stepping further into the tech that connects its AI chips within data centers. Here’s the catch: bottlenecks are cropping up beyond the processor itself, and they’re not minor ones. As AI systems scale, shuttling data between chips, racks, and entire clusters is turning into a tougher—and pricier—problem for the industry.
4 March 2026
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Data center stocks swing into holiday week: Nvidia slips as Dell, Arista rise; GDP and PCE loom

Data center stocks swing into holiday week: Nvidia slips as Dell, Arista rise; GDP and PCE loom

NEW YORK, Feb 15, 2026, 12:59 ET — The market has closed. Data center names finished the session with mixed results. Nvidia slid 2.2%. Dell Technologies picked up 4.1%, and Arista Networks tacked on 4.8%. Broadcom closed lower, off 1.8%, while Hewlett Packard Enterprise managed a 2.2% gain. Among power-and-cooling stocks, Vertiv dipped 0.8% and Eaton eased down 0.3%.
15 February 2026
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Stock Market Today

  • Dow Sets Fresh High as Chip Stocks Drag Nasdaq, Inflation Cools
    July 2, 2026, 4:45 PM EDT. The Dow Jones Industrial Average climbed 1.1% to a new record Friday on the back of U.S. job gains, while the S&P 500 closed flat and the Nasdaq slipped 0.8%. Chip stocks weighed on tech amid questions about AI-driven earnings. U.S. employers added 57,000 jobs in June, missing forecasts and hinting at a softer labor market, which could ease inflation. Oil fell on the Iran conflict, lowering chances for more Fed rate hikes. The 10-year Treasury yield edged down to 4.48%. Traders looked to dividend moves and share buybacks. Crypto stocks bounced as bitcoin rose 2%.
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