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Nvidia will invest up to $2.1 billion in data center company IREN as part of an AI infrastructure deal. The investment ties Nvidia directly to a committed operator of AI compute facilities, securing future hardware demand while boosting IREN's expansion capital.
A new report warns the global memory shortage could last until 2030, as suppliers including SK Hynix redirect new fabrication capacity toward High Bandwidth Memory for AI data centers. The shift structurally limits DRAM supply for consumer devices, sustaining price pressure on smartphones, laptops, and gaming hardware.
Analysts have flagged two nuclear power stocks as attractively valued, reflecting growing sector interest tied to AI data center electricity demand and low-carbon baseload energy needs. Nuclear operators with stable cash flows and long-term offtake agreements are drawing renewed institutional attention.
Oracle extended a capacity agreement with Bloom Energy to supply power for AI data centers, lifting Bloom's stock approximately 20% in a single session. The deal underscores accelerating demand for on-site power infrastructure as grid constraints complicate large-scale AI compute expansion. Oracle shares also rose for
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Nvidia will invest up to $2.1 billion in data center company IREN as part of an AI infrastructure deal. The investment ties Nvidia directly to a committed operator of AI compute facilities, securing future hardware demand while boosting IREN's expansion capital.
1mo ago · 2 min · Technology
A new report warns the global memory shortage could last until 2030, as suppliers including SK Hynix redirect new fabrication capacity toward High Bandwidth Memory for AI data centers. The shift structurally limits DRAM supply for consumer devices, sustaining price pressure on smartphones, laptops, and gaming hardware.
2mo ago · 1 min · Technology
Analysts have flagged two nuclear power stocks as attractively valued, reflecting growing sector interest tied to AI data center electricity demand and low-carbon baseload energy needs. Nuclear operators with stable cash flows and long-term offtake agreements are drawing renewed institutional attention.
2mo ago · 1 min · Markets
Oracle extended a capacity agreement with Bloom Energy to supply power for AI data centers, lifting Bloom's stock approximately 20% in a single session. The deal underscores accelerating demand for on-site power infrastructure as grid constraints complicate large-scale AI compute expansion. Oracle shares also rose for
2mo ago · 1 min · Technology
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