DATA CENTERS
Galaxy Digital (GLXY) Reports $216M Q1 Loss Amid Crypto Slump
Galaxy Digital posted a $216M loss in Q1 2026 as crypto prices fell 20%. However, its Helios data center project is set to start generating revenue in Q2.
Core Scientific (CORZ) Plans 1.5GW AI Data Center in Texas
Core Scientific shifts focus to AI with a 1.5GW data center in Texas, repurposing Bitcoin mining infrastructure amid rising demand for HPC.
NVIDIA Claims 1 Million X Efficiency Gains Across Six GPU Generations
NVIDIA details how Vera Rubin platform delivers 10x higher inference throughput per megawatt, reshaping AI data center economics and token factory revenue models.
NVIDIA Launches DSX Air Platform for AI Factory Simulation
NVIDIA unveils DSX Air, a cloud-based simulation platform enabling organizations to test complete AI factory infrastructure before hardware deployment.
NVIDIA Unveils BlueField-4 STX Storage Architecture for Agentic AI Workloads
NVIDIA launches BlueField-4 STX at GTC, promising 5x token throughput and 4x energy efficiency for AI infrastructure. Major cloud providers already on board.
NVIDIA Unveils Vera Rubin POD 40-Rack AI Supercomputer for Agentic Workloads
NVIDIA announces Vera Rubin POD featuring 1,152 GPUs across 40 racks, delivering 60 exaflops and 10x better inference performance per watt than Blackwell.
Meta Unveils Four Custom MTIA AI Chips Targeting 2027 Deployment
Meta accelerates custom silicon strategy with MTIA 300-500 chips, promising 4.5x bandwidth gains and 25x compute improvements for GenAI inference by 2027.
Oracle AI Data Centers to Create 8,000 Jobs Across Four US States
Oracle details workforce expansion plans for AI data centers in Michigan, New Mexico, Texas, and Wisconsin, with thousands of construction and permanent positions.
Bitfarms (BITF) Hires Six Executives to Lead HPC/AI Pivot as Stock Drops 8%
Bitfarms adds six senior leaders from MARA, Brookfield, and Stronghold as it accelerates transition from Bitcoin mining to AI data center infrastructure.
Oracle Seeks Air Permits for $165B Project Jupiter AI Campus in New Mexico
Oracle submitted permit applications for natural gas microgrids at its massive AI data center tied to the $500B Stargate initiative with OpenAI.
NVIDIA Drops $2B on Coherent as Optical Tech Race Heats Up
NVIDIA invests $2 billion in Coherent to develop silicon photonics for AI data centers, part of a broader $4B push into optical interconnect technology.
MARA Holdings Secures 64% Stake in French HPC Firm Exaion
Bitcoin miner MARA completes acquisition of majority stake in Exaion, partnering with EDF and Xavier Niel's NJJ to expand European data center operations.
Riot Platforms Sets March 2 Date for Q4 2025 Earnings Call
Riot Platforms (RIOT) schedules Q4 2025 earnings call for March 2, with analysts expecting -$0.21 EPS amid company's data center pivot strategy.
NVIDIA Secures Massive Meta AI Deal for Millions of Blackwell and Rubin GPUs
Meta commits to multiyear NVIDIA partnership deploying millions of GPUs, Grace CPUs, and Spectrum-X networking across hyperscale AI data centers.
Oracle Academy Launches Data Center Tech Courses Amid AI Infrastructure Push
Oracle expands workforce training programs across Texas, Michigan, Wisconsin, and New Mexico as company builds AI data centers requiring thousands of skilled workers.