Topic
Latest reporting and analysis tagged with AI data centers.
Bitfarms executives detailed a strategic pivot from Bitcoin mining to HPC/AI data centers, citing power and infrastructure as key constraints. The company plans a 'build first, price later' approach, designs for NVIDIA's Vera Rubin GPUs, and expects key U.S. sites to reach construction approval in late 2026.
HIVE Digital Technologies reported October 2025 Bitcoin production of 289 BTC, up 147% year-over-year, and is expanding into AI data centers.
BMO Capital reaffirms Market Perform rating for Bloom Energy after AEP exercises option for 900MW fuel cell purchase, linked to a Wyoming data center project under a 20-year PPA.
Navitas Semiconductor shares have risen nearly 200% in the past year, driven by AI data center demand and a partnership with Nvidia, despite current unprofitability and strategic shifts.