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Data Centers 14 February 2026 - 14 April 2026

Aramark Shares Climb 10% After Boosting 2026 Sales Guidance on AI Data-Center Demand
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.
29 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

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.
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.
9 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.
5 March 2026
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