8 results for "data center demand"
Murata beats profit estimates as AI data-center demand strains production
The company says it is struggling to catch up with runaway demand for its multilayer ceramic capacitors, sought by U.S. hyperscalers for artificial intelligence data centers.…
Data center demand drives 66% surge in natural gas power plant costs
Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.…
Sustained Data Center Demand for Mass-Capacity Storage Drives BofA’s Bullishness Toward Seagate Technology (STX)
Seagate: The Biggest Risk Is Buying At The Top Of The Industry Capex Cycle
Seagate Technology stock analysis: data center demand vs. unsustainable hyperscaler capex. Click for this STX earnings update.…
SETM: Critical Minerals Strategy Designed For The Energy Future
Explore Sprott Critical Materials ETF (SETM): diversified uranium, copper & lithium exposure poised for electrification and data center demand—read the full analysis here.…
Intel: Back On Top, But Maybe Not For Long
Intel Corporation delivered a Q1 '26 revenue beat, surging 24% post-earnings, driven by strong data center and AI-related demand. Learn more about INTC stock here.…
AMD: Inference And Agentic AI Are Expanding Its Runway
Advanced Micro Devices is Buy-rated on expanding AI demand, strong EPYC/data center momentum, and discounted valuation. Learn more about AMD stock here.…
Meta to power its bit barns with energy from space
Facebook provider also working with energy storage firm to keep 100 hours of juice on hand With AI demand growing, Facebook parent Meta is looking for new ways to power its datacenters, with one ambit…