The most obvious barrier to number-crunching satellites is the costs of launching them into space. So, a slam dunk for Earthbound data centres then? Not quite https://t.co/Z4x90IjdkN ...

Who needs data centers in space when they can float offshore? https://t.co/XfIz2F3Gnw ...

Stonepeak and Bernhard are in advanced talks to buy Cleco Power from Macquarie, a sale that comes as electricity demand from data centers soars across the US https://t.co/3wAADlcw9w ...

you were nervous about software before two weeks ago on the hand on the other hand in terms when it comes to kind of digital infrastructure there you're still fairly you you don't you're you're less cautious >> so I I'd say I'm going to give you a more specific answer because it does it requires a more specific answer in our private equity portfolio which is not the subject of this we have zero zero software >> I see >> in our credit book across the totality of the firm it's a fraction of assets we run a br ...

Stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week. What's up everybody and welcome to our top stock picks of the week. It's I Dave Bartosiac and I'm here with Ben Reigns who will follow up in the next segment.But first I'm going to I'm going to do something a little bit different. Right. Normally I highlight Zach's rank number one strong buy here.Today I'm going a little further down the ladder and I will explain why. This stock was a Za ...

Core Insights - Amazon has evolved from an e-commerce disruptor to a comprehensive technology powerhouse, significantly impacting cloud computing, AI, data centers, and digital entertainment [1] - The data center sector is experiencing rapid growth, with major players planning $710 billion in capital expenditures in 2026 to support digital infrastructure [2] - Texas is poised to surpass Virginia as the leading data center market, with 64% of the 35-gigawatt construction pipeline located outside traditional markets [4] Amazon's Business Expansion - Amazon's entertainment division includes Prime Video, Amazon Music, and Twitch, while Amazon Web Services (AWS) is central to the cloud and AI boom [6] - A strategic partnership with OpenAI involves a $50 billion investment to accelerate AI innovation, starting with an initial $15 billion [7] - Despite a strong operational performance, Amazon's stock has declined 9.8% in 2026, attributed to a $200 billion capital expenditure forecast [8] Financial Performance - AWS revenue surged 24% annually to $35.6 billion, with North America sales up 10% to $127.1 billion and international sales rising 17% to $50.7 billion [10] - Quarterly EPS increased 4.8% YOY to $1.95, slightly below analyst expectations [11] - Amazon projects Q1 2026 revenue between $173.5 billion and $178.5 billion, indicating 11% to 15% growth [13] Market Sentiment and Analyst Ratings - Amazon holds a consensus "Strong Buy" rating, with 49 out of 57 analysts recommending it, suggesting a potential upside of 37.5% based on an average price target of $285.65 [14] Broadcom's Position in the Market - Broadcom is a key player in the semiconductor industry, focusing on AI infrastructure and custom AI chips [17] - The company reported record quarterly revenue of $18.02 billion, a 28% YOY increase, driven by a 74% surge in AI-related semiconductor revenue [19][20] - Broadcom's stock carries a consensus "Strong Buy" rating, with 38 out of 43 analysts recommending it, indicating a potential upside of 42.7% based on an average target of $449 [23][24]

If anything AI companies are desperate to redeploy cash to build more data centres, not to hoard it https://t.co/R6FqGaaI87 ...

The data coming in and out of data centers moves at roughly the speed of light. So you could put them anywhere. And I think that our policy makers need to be very cognizant of that fact.You have and we do connect the internet using high-speed cable, high-speed fiber optic throughout the world. And so theoretically if we don't embrace and allow the economic development of the data center industry and it will fundamentally be an industry because it is almost like the new sort of oil. If we don't put them here ...

RT Casey Putsch for Ohio Governor (@CaseyPutschOhio)Casey Putsch - Save Ohio:- Facilitate MASS deportations- Data Center Moratoriums- Destroy Somali, Haitian, Uzbek fraud- Divest $265 Million from Israeli bonds- DOGE Ohio- Ban H1B use in Ohio- Restore right to repair- Completely end ongoing DEI- PROTECT OUR CULTUREVivek Ramaswamy - Sell Ohio:- Facilitate massive data centers- Continue ongoing DEI practices- Ignore massive fraud like DeWine- Continue “investing” in Israel- Continue H1B programs- Usher in sur ...

Exclusive: Early last year, a cluster of data centers in Virginia suddenly dropped off the power grid, threatening the stability of the already vulnerable system https://t.co/zX98a5C668 ...