Data Center News

Data Center Infrastructure Drives Record Results for AAON and Stabilis Despite Mixed Backdrop

AAON posted 101% sales growth on data center cooling demand; Stabilis secured a $100M annual power deal; Emergent BioSolutions cut guidance after a $191M naloxone impairment.

Aug 18, 2026

Marvell Surges 6.1% as New AI Inference-Memory Products Expand Data Center Footprint

Marvell Technology surged 6.1% on record revenue and new AI inference-memory chip launches, positioning MRVL as a direct beneficiary of hyperscaler AI capex.

Aug 18, 2026

Super Micro Revenue Soars 93% After Earnings Beat; Sets $72 Billion Annual Target

Super Micro Computer (SMCI) quarterly revenue +93% YoY on hyperscaler AI server demand; $72B annualised revenue target set; shares rallied as accounting concerns fade and Blackwell deployment cycle accelerates.

Aug 13, 2026

Limbach: The Data Center Boom Is Actually Hurting This Building Services Stock

Limbach Holdings (LMB) stock plunged after Q2 despite M&A-driven revenue growth — the data center boom is hurting margins, not helping them

Aug 9, 2026

Arista Networks Posts Record $3 Billion Quarter With 37.7% Revenue Growth as AI Fabric Adoption Drives Demand

Arista Networks delivered a stellar Q2 2026 with revenue up 37.7% year-over-year to a record $3 billion, driven by robust AI fabric adoption and international expansion while managing supply chain headwinds

Aug 6, 2026

AMD Reports Record $11.5 Billion Revenue as Data Center Segment Doubles Year-Over-Year

Advanced Micro Devices reported record Q2 2026 revenue of $11.5 billion, with data center revenue more than doubling year-over-year on surging AI chip demand and expanded hyperscaler partnerships

Aug 6, 2026

Vertiv Stock Plunges 17% After Q2 Revenue Miss Despite Earnings Beat; CEO Comments on AI Demand Durability

Vertiv shares fell 17% after a Q2 revenue miss despite an EPS beat, raising questions about AI data center order timing and the durability of hyperscaler infrastructure procurement.

Aug 2, 2026

CoreWeave Surges 10% Premarket on AI Cloud Partnership Amid Valuation Debate

CoreWeave (CRWV) jumped 10% in premarket trading following an AI cloud partnership announcement, though valuation concerns persist given the company's capital-intensive GPU infrastructure model.

Jul 31, 2026

Vertiv Stock Plunges 17% After Q2 Miss as CEO Cites Temporary Timing Delays in AI Data Center Buildout

Vertiv CEO Gio Albertazzi addressed a 17% stock plunge following a Q2 2026 revenue miss, attributing the shortfall to temporary project timing delays rather than weakening demand — a claim the market has so far priced skeptically.

Jul 31, 2026

Anant Raj Board Approves Demerger to Separately List Real Estate and Data Center Businesses

Anant Raj board approved a demerger plan to separately list its real estate and data center businesses on Indian exchanges.

Jul 22, 2026

Iren Stock Surges as AI Neocloud Provider Lands $2.8 Billion in New Deals, Easing Cost Anxiety

Iren's stock surged sharply after the AI infrastructure provider announced $2.8 billion in new customer contracts, demonstrating robust enterprise demand for its neocloud services.

Jul 21, 2026

Nvidia Launches Self-Cooling GPU Technology to Solve Data Center Power and Space Constraints

Nvidia has developed closed-loop liquid cooling for its GPUs, replacing traditional air-fan cooling systems.

Jul 19, 2026

Onsemi Stock Falls as Analysts Warn $7B Synaptics Deal Dilutes Data Center and SiC Focus

ON Semiconductor shares fell Friday after the Synaptics acquisition announcement as Investor's Business Daily analysts warned the $7B all-stock deal dilutes Onsemi's high-conviction data center and silicon carbide growth thesis.

Jun 27, 2026

Qualcomm Jumps 5% on Wave of Analyst Upgrades as Data Center Strategy Resonates

Qualcomm (QCOM) shares surge 5% as analysts upgrade on data center strategy announced at Investor Day

Jun 26, 2026

Qualcomm Stock Surges as Investor Day Unveils Major Data Center Revenue Expansion Plans

Qualcomm (QCOM) stock surges as Investor Day reveals significant data center revenue expansion targets

Jun 26, 2026

Digital Realty (DLR) Expands Pipeline with Astra Enterprise Park Land Acquisition

Digital Realty acquires land at Astra Enterprise Park and Columbia Capital for data center development.

Jun 23, 2026

Vicor Stock: AI Data Centre 48V Power Demand Drives Buy Rating as Revenue and Margins Recover

Vicor Corporation carries a Buy rating from analysts citing AI data centre 48V power demand as the key catalyst for recovering revenue and margins.

Jun 21, 2026

Schneider Electric India Targets 19% Order CAGR and 40% EBIT CAGR Through FY29 Per Ambit

Ambit Capital initiated Schneider Electric India with a bullish outlook citing 19% order inflow CAGR, 24% revenue CAGR, and a 40% EBIT CAGR through FY2026-2029

Jun 18, 2026

Marine Electricals Gains 5% on Rs 76 Crore Orders from STT GDC and Deepak Chemicals

Marine Electricals surged 5% after securing Rs 76.38 crore in orders from data center operator STT GDC and chemical giant Deepak Chemicals, highlighting the company's expanding client base beyond traditional marine applications.

Jun 17, 2026

Nvidia Posts Record Revenue Growth — but the Stock Has Stalled. Is Now the Time to Buy?

Nvidia's revenue growth accelerated again in its latest quarter, yet the stock has traded sideways for months — creating a tension between outstanding fundamentals and a valuation that has fully priced in near-term AI infrastructure demand.

Jun 15, 2026

Corning and Intel Surge on Separate Major AI Infrastructure Contract Wins

Corning (GLW) surged on disclosure of major AI-linked optical fiber and data center interconnect contracts, as demand for high-bandwidth fiber inside hyperscale data centers accelerates.

Jun 9, 2026

Vertiv Holdings (VRT): AI Data Center Cooling Demand Drives 30% Revenue Growth With Margin Leverage Intact

Vertiv Holdings reported 30% revenue growth in Q1 2026 driven by AI data center cooling demand with margin leverage improving

May 31, 2026

AMD +18.6%, SMCI +24.5% as AI Data Center Demand Ignites Earnings Surge

May 10, 2026