Amazon’s data center operation is much larger than commonly understood, totaling more than 900 facilities in more than 50 countries https://t.co/4lmsS0oPYu ...

The words "real estate" rest atop a skyscraper. Key Points American Tower is down more than 22% from its year-to-date high, but its prospects look strong.  AMT’s Q3 financials beat on the top and bottom lines, and analyst price targets for the next 12 months suggest considerable upside. For investors looking to bolster their income, American Tower’s dividend yields $6.80 per share annually. Interested in American Tower Corporation? Here are five stocks we like better. The past few years have not be ...

The hot topic of the hour, the US and Saudi Arabia holding a massive investment forum at the Kennedy Center yesterday in Washington. I was the co-match. We are joined by more than 90 influential speakers, more than 1700 leaders and delegates, eight high impact sessions and countless private negotiations.And at the heart of this moment are the investment agreements, commitments from companies and institutions in both great nations that will shape the most vital industries of the future. President Trump touti ...

Thailand is propelling its efforts to establish itself as a premier hub for digital infrastructure in Southeast Asia. This move follows the Board of Investment (BOI) granting approval for four new data center projects valued at THB 100 billion (USD 3.1 billion). The country is gearing up to more fiercely compete with Singapore and Malaysia, as the demand for artificial intelligence (AI) and cloud services is growing across the region.Details on New ProjectsThe BOI has confirmed that two of the approved proj ...

Core Insights - Nvidia reported revenue of $57.01 billion for the quarter ended October 2025, marking a 62.5% increase year-over-year and exceeding the Zacks Consensus Estimate of $54.74 billion by 4.14% [1] - The company's EPS was $1.30, up from $0.81 in the same quarter last year, also surpassing the consensus estimate of $1.24 by 4.84% [1] Revenue Breakdown - Data Center revenue reached $51.22 billion, exceeding the nine-analyst average estimate of $49.07 billion, with a year-over-year increase of 66.4% [4] - Professional Visualization revenue was $760 million, surpassing the estimated $629.02 million, reflecting a 56.4% year-over-year growth [4] - Automotive revenue totaled $592 million, slightly below the average estimate of $615.05 million, but still showing a 31.9% increase year-over-year [4] - OEM and Other revenue was $174 million, exceeding the average estimate of $156.94 million, with a significant year-over-year change of 79.4% [4] - Gaming revenue was reported at $4.27 billion, below the average estimate of $4.58 billion, but still representing a 30.1% year-over-year increase [4] Stock Performance - Nvidia's shares returned +0.1% over the past month, while the Zacks S&P 500 composite declined by -0.6%, indicating relative outperformance [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for further outperformance in the near term [3]

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG. So markets are ready for the marquee event today and I wonder if that can shift direction when you think about the tech trade recently.Nvidia, >> I mean it potentially could. I mean we are expecting around a 7% move either to the upside or downside when it comes to Nvidia and I think the conference call is really going to drive the market. Where do they actually still see growth.Where are they ...

Core Insights - A significant backlash against data center projects is emerging across the U.S., driven by rising electricity costs and resource concerns, impacting investments worth billions [1][2] - The political landscape is shifting, with community opposition becoming a common occurrence in data center development [2][4] Group 1: Community Resistance - In just three months from March to June 2025, community opposition led to the cancellation of 8 data center projects and the postponement of 9 others, totaling an investment of $98 billion [1] - Nearly 50,000 signatures were collected against specific data center projects during the same period, indicating a growing trend of organized resistance [2] - A notable case involved a $17 billion data center project in suburban Atlanta, which was paused due to public pressure [2][3] Group 2: Political Implications - The election of Democrat Peter Hubbard in Georgia, who criticized high electricity costs and the unchecked expansion of data centers, marks a significant political shift [1][4] - Resistance to data centers is not limited to Democratic areas; it spans across red, blue, and purple states, with projects being blocked in Republican strongholds like Indiana and Kentucky [4] Group 3: Industry Response - Major tech companies driving the infrastructure wave have largely remained silent amid rising opposition, with many projects protected by confidentiality agreements [5] - The data center industry claims to have created significant economic benefits, supporting 4.7 million jobs and contributing $162 billion in taxes [5] - Despite community pushback, companies like Meta are planning substantial investments, such as a $600 billion commitment to AI infrastructure, highlighting a potential for intensified conflict [5]

Core Insights - Microsoft Corporation (NASDAQ:MSFT) is significantly expanding its data center capabilities with the construction of an AI super factory in Atlanta, aimed at enhancing its computing power and infrastructure connectivity [1][2] - The company plans to double its total data center footprint over the next two years and has already invested over $34 billion in capital expenditures during Q1 [2] - Microsoft is part of a larger trend where several tech companies are collectively investing $400 billion into AI initiatives this year, driven by rising demand for AI computing [3] Financial Performance - During its Q1 2026 earnings call, Microsoft indicated an increase in spending on GPUs and CPUs due to accelerating demand and growth in its Remaining Performance Obligations (RPO) balance [4] - The company anticipates that its total spending will increase sequentially, projecting a higher growth rate for FY 2026 compared to FY 2025 [4]

Group 1 - Google is expected to increase its investment in Andhra Pradesh beyond $15 billion after an initial five-year period, as stated by Chief Minister N. Chandrababu Naidu [1][2] - The company plans to build a data center in Visakhapatnam, which is part of a larger strategy to enhance the AI industry in the region [4] - The investment aligns with a broader trend, as investments in India's data center market are projected to exceed $100 billion by 2027, driven by the global AI boom [6] Group 2 - Andhra Pradesh is committed to developing 5.5 GW of data centers, alongside initiatives to boost green energy production, positioning the state as a potential global hub for data centers [3] - The partnership with AdaniConneX and Bharti Airtel for the data center project highlights collaboration among major players in the tech and energy sectors [4] - The Indian government, under Prime Minister Narendra Modi, views technology as crucial for economic growth, despite facing challenges such as limited water resources and unreliable electricity [8]

Group 1: Google's Investment Plans - Google is expected to increase its investment in Andhra Pradesh beyond $15 billion after five years, with plans to build a data center as a starting point [1] - The Chief Minister of Andhra Pradesh, N. Chandrababu Naidu, indicated that there is potential for Google to double its investment after the initial period [1] - This investment is part of a broader strategy to establish Andhra Pradesh as a global hub for data centers, with commitments to build 5.5 GW of data centers from various companies [2] Group 2: Data Center Development and Partnerships - Google announced a data center in Visakhapatnam, which will be linked to new energy sources and a fiber-optic network, marking its largest investment in India to date [3] - AdaniConneX and Bharti Airtel are partnering with Google on this project, which aims to accelerate the local AI industry [3] - The Indian data center market is projected to exceed $100 billion in investments by 2027, driven by the global AI boom [5] Group 3: Economic Context and Challenges - Indian Prime Minister Narendra Modi emphasizes technology as crucial for economic growth and poverty alleviation, although challenges such as limited water resources and unreliable electricity remain [7] - The Chief Minister aims for a 15% economic growth rate for the state and is targeting $1 trillion in investments over the next decade [7] - The political stability of Modi's ruling coalition is supported by Naidu's regional party, which is seen as a positive signal for attracting global investments [8]