#AI Data Centers

Cipher's first HPC rent arrived as CIFR fell. Our filing-based test shows the quarterly rent needed to offset its $71.9 million operating loss.

Amazon's first-half equipment spending exceeded operating cash by $27 billion. TECHi compares Microsoft and Alphabet and tests what earnings must show.

CEG stock jumped 12% after Google’s nuclear agreement. TECHi tests the $4.3 billion investment, missing power price and valuation impact.

Firebird opened its Armenia AI factory, but the 70,000-GPU, 300 MW vision still depends on power, financing and customers. Here is what is actually live today.

CleanSpark’s signed 175 MW AI data-center lease is real. The harder question is how it funds up to $2.1 billion of construction before rent begins.

SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.

Meta says its Louisiana AI data center could reach 5 GW and exceed $50B. TECHi separates the expansion claim from the power assets regulators have approved.

Ciena stock shows how AI infrastructure is shifting from chips to bandwidth, with record revenue, a bigger backlog, HyperRail demand, and valuation risk.

AI is moving from model demos to power, chips, storage, data centers and cloud capacity. The next winners may control the infrastructure.

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Nvidia’s next stock debate is not just Blackwell demand. STX, Dynamo and context memory may decide NVDA’s inference moat.

Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?

Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.