#data-centers
Every article tagged data-centers, ranked by recency.
AI Infrastructure’s Power Demands Rival Major US States
A recent study of over 1,400 data center projects indicates that the energy needs for AI infrastructure could surpass those of nearly every US state, highlighting a potential chall

Panasonic Targets JPY 1.4 Trillion in AI Infrastructure Sales by 2029
Panasonic Holdings aims for JPY 1.4 trillion in AI infrastructure sales and JPY 1 trillion in data center energy systems by 2029, driven by strategic investments and innovation.

Naver and Nvidia Forge Alliance for Global AI Infrastructure Expansion
Naver Corp. teams up with Nvidia to expand AI infrastructure, starting with a major data center upgrade in Sejong, South Korea, and plans for global capabilities.

Controversial Utah Data Center Project Halved Amid Local Outcry
The ambitious Stratos data center project in Utah faces significant cuts due to local opposition focused on environmental impacts, prompting vows for greater transparency from the
NVIDIA and Marvell Highlight AI Data Center Connectivity at COMPUTEX
NVIDIA and Marvell CEOs will address AI data center connectivity at COMPUTEX, showcasing their partnership to tackle data bottlenecks in AI networks.

Arista Networks Increases AI Revenue Forecast Amid Market Growth
Arista Networks has raised its revenue guidance, indicating strong performance in AI infrastructure as demand surges among major players.

Concerns Over AI Infrastructure Oversupply Raise Questions for Vertiv
Analysts warn of an oversupply in AI data center infrastructure, impacting shares of key players like Vertiv. However, solid demand and technology shifts could counteract this tren

Jefferies Upgrades Generac as AI Infrastructure Demand Surges
Jefferies has upgraded Generac Holdings to Buy, raising its price target to $302, driven by significant AI infrastructure demand and ongoing negotiations with hyperscalers.

Nvidia Surges in Q1 2026, Driven by AI Infrastructure Demand
Nvidia's Q1 2026 results reveal an 85.2% revenue surge, with strong demand for AI infrastructure driving growth. The company projects continued expansion in the upcoming quarter.

Shifts in AI Infrastructure Signal Return to Urban Data Centers
The AI infrastructure landscape is shifting, with companies moving away from remote campuses and towards urban data centers to meet the rising demands of inference workloads.