The Canada Pension Plan Board and Australia's Goodman agree to invest $2.6B+ in data centers in Frankfurt, Amsterdam, and Paris, starting to build in June 2026
The Canada Pension Plan Investment Board and Australia's Goodman Group agreed to set up a multibillion dollar European data center business …
Oilfield service companies are moving into the data center business by supplying power and cooling tech as demand from traditional drilling customers weakens
Martha Muir / Financial Times :
CoreWeave says it plans to invest up to $6B to set up a 100MW data center in Lancaster, PA, creating 175 jobs and potentially expanding to 300MW in the future
targeting up to 300 MW capacity, just days after the governor threatened to pull the state from the grid over skyrocketing demand Matthew Fazelpoor / New Jersey Business News : CoreWeave to invest $6B...
Nvidia reports Q1 revenue up 69% YoY to $44.06B, above $43.31B est., Data Center revenue up 73% to $39.1B, and net income up 26% to $18.78B; NVDA jumps 5%+
Nvidia reported better-than-expected earnings and revenue on Wednesday, as the company's booming data center business recorded year-over-year growth of 73%.
A look at chipmaker Marvell, whose market cap has passed Intel's, driven by its data center business; CEO Matt Murphy has reportedly been floated as Intel's CEO
Dan Gallagher / Wall Street Journal :
Nvidia reports Q2 revenue up 101% YoY to $13.51B, vs. $11.22B est., Data Center revenue up 171% YoY to $10.32B, and authorizes a $25B buyback
- Nvidia's performance was driven by its data center business, which includes the A100 and H100 AI chips that are needed to build and run artificial intelligence applications like ChatGPT.
Blackstone has agreed to buy and take private QTS Realty Trust, one of the world's largest data center providers, for $10B
In what would be the biggest acquisition of a data center business ever, Blackstone has agreed to take QTS Realty Trust private for $10 billion. Source: QTS - Investors .
Nvidia reports Q1 revenue of $3.08B, up 39% YoY, and data center revenue of $1.14B, up 80% YoY; gaming segment up 25% despite retail outlet closures
Update Wallace Witkowski / MarketWatch : Nvidia data-center sales top $1 billion for first time, earnings beat expectations Alex Calvin / PC Games Insider : Nvidia: Society is going to spend more on g...