data center
JPMorgan Chase: Data center capital expenditure will grow by more than 50% in 2026.
① JPMorgan Chase It is predicted that larger chip and internet stocks will outperform in 2026, despite market concerns ...
Is the boom turning into a downturn? Wall Street is buying up AI companies' "default insurance," with Oracle becoming the target of intense criticism.
There are signs that credit derivatives trading in companies that pay out indemnities in the event of default are surgi...
A surge in stock prices! Nvidia's "Power Shortage Conference" ignites major investors' interest in these stocks (list).
Grid equipment on Friday (December 12) Concept stocks surged, with Zhongneng Electric among them. Optical cables China ...
Is the AI race being hampered by power shortages? Nvidia will hold a closed-door summit next week.
①According to market news, Nvidia A closed-door summit will be held next week to address the increasingly severe power ...
Global power shortages fuel a surge in nuclear energy stocks; fund managers are optimistic the rally will extend into next year.
① Many institutions believe that nuclear energy stocks still have room to rise, and investment targets cover the entire...
The battle for dominance in memory chips intensifies; Samsung is poised to reclaim the top spot in the DRAM market in Q4.
According to industry insiders on Sunday, South Korea's Samsung Electronics is expected to regain its position as t...
No longer reliant on data centers? Industry insiders say AI will be smaller and cheaper in the future.
Multiple artificial intelligence Industry insiders predict that the future of AI will shift from large and expensive mo...
Major bottlenecks emerging? Morgan Stanley: AI is not only a "power-consuming monster" but also a "water-consuming giant"!
① A looming problem that may pose a significant threat to the AI industry: the water crisis; ② Morgan Stanley It was ...
Signed! Trump launches "Project Genesis"
Trump signed it. On November 24 local time, the White House issued a statement saying that President Trump signed an ex...
Will AI data centers cause a major disaster this winter? Regulators warn of escalating and expanding power outage risks!
The U.S. regulatory agency responsible for power grid stability stated that data centers Rising electricity demand is i...
Concerns about an "AI bubble" are growing stronger; Allianz's chief economic advisor issues a stern warning.
According to the latest news, Allianz Chief Economic Advisor Mohamed El-Erian, in a speech, discussed artificial intell...
AMD expects its average annual revenue growth to reach 35% over the next three to five years, and its global market share of AI chips is expected to reach double digits.
Advanced Micro Devices (AMD) The company (AMD) anticipates AI ( Artificial Intelligence) The data center boom will cont...
Major memory chip manufacturer SanDisk has significantly increased its NAND flash memory contract prices by as much as 50%.
Several major news items emerged from the chip industry over the weekend! On November 9th, media reported that memory c...
Does AI investment need government bailout? OpenAI's Altman urgently tries to "put out the fire": revenue will reach hundreds of billions of dollars by 2030.
Remarks by OpenAI's CFO have heightened investor concerns about massive AI projects. Following concerns about expen...
Is The Big Short 2.0 really unfolding? Following Burry's short selling, Deutsche Bank is also hedging against AI risks!
① More than a decade later, the story of "The Big Short," which was written into a novel and even adapted int...
Three major manufacturers suspend price quotations! DDR5 spot prices surge 25% in a week, storage market enters seller's market.
Amid skyrocketing prices, another storage manufacturer has suspended pricing for its product. According to Taiwan's...
Options Investment News | Qualcomm Announces Entry into AI Data Center Business, Multiple Call Orders Increase Tenfold
I. Overview of US Stock Index Options Trading volume in the US stock index options market has increased slightly, while...
Nvidia is reportedly advancing its AI strategy in Europe and will reportedly build a data center in partnership with Deutsche Telekom.
Latest news indicates that Nvidia Deutsche Telekom AG is preparing to build a €1 billion (approximately US$1.16 billion...
OpenAI and Oracle announce that their "Stargate" data center will be located in Wisconsin.
On Wednesday (October 23) local time, OpenAI and Oracle... With hyperscale data centers Vantage Data Centers, a campus ...
A "supercycle" for memory chips is on the horizon, with price increases expected to continue until 2026.
Along with memory chips A surge in market prices has led to improved profit expectations and soaring stock prices for A...
