According to @CNBC, Jim Cramer says AI markets still hinge on Nvidia as enterprises race for GPUs, keeping data center spend elevated despite share weakness.

According to @CNBC, Anthropic leased TeraWulf’s Kentucky data center to expand Claude training capacity and secure power for rapid model scaling.

According to CNBC... SemiAnalysis says Nvidia’s Kyber for Rubin Ultra slips 12+ months to 2028, impacting data center AI buildouts and procurement cycles.

According to @CNBC, Macron and Modi woo AI leaders with incentives to land data centers, chips, and model labs, aiming to rival US and Gulf funding.

According to @CNBC, analysts expect strong upside as AI data center power needs drive new generator orders and long contracts for the recent IPO.

According to CNBC... Meta’s cloud buildout may compress margins while enabling generative AI scale and new revenue streams, per analysts.

According to @CNBC, Brookfield plans AI data centers in Canary Wharf, targeting finance workloads and EU sovereign cloud demand, per CNBC reporting.

According to @CNBC, MGX closed a $49B AI fund, signaling massive capital for model training, data centers, and chip deals, per CNBC’s report.

According to @CNBC, KKR will control a $1.3B renewables platform with SK to power AI data centers as electricity demand surges in South Korea.

According to CNBC... Micron, Intel, and AMD gained $2T in Q2 as AI chip demand surged, signaling capex and data center growth opportunities.

According to @CNBC, small caps surged as AI infrastructure spending spreads to broader suppliers, with momentum hinging on stable interest rates.

According to CNBC... Heatwaves strain AI data centers, raising cooling costs, outage risks, and grid constraints across Europe and beyond.

According to @CNBC, heatwaves and storms threaten AI data centers, forcing cooling upgrades, grid deals, and site shifts to protect uptime and costs.

According to @CNBC, 22V Research says nearly 30% of US AI product imports come from China, highlighting data center parts risks and sourcing opportunities.

According to @CNBC, GE Vernova scales gas turbines to supply reliable power for AI data centers, citing surge demand and grid constraints.

According to @CNBC, Oracle logged its worst week since 2001 as investors questioned AI buildout financing and profitability, per CNBC reporting.

According to SawyerMerritt, SpaceX won approval to buy Mesh Optical, whose low latency optical transceivers can cut data center power, per Bloomberg.

According to CNBC... SoftBank fell 12% as investors feared soaring AI infrastructure costs, pressuring Asian tech and cloud valuations.

According to @CNBC, Amazon boosted India AI and cloud funding to $48B, signaling data center expansion and enterprise AI services growth.

According to @CNBC, Anthropic’s hiring shows new AI data centers planned across five global hubs, signaling infrastructure scale-up and enterprise growth.