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CHCO News30 articles
CoreWeave Activates Danish AI Capacity, Eyes Seven New Markets
CoreWeave (CRWV) activates most of its 22.5 MW Danish capacity, with network expansion to seven markets by mid-2027, enhancing data placement for AI workloads.
Solid Power Commissions New Electrolyte Line, Boosting Capacity by 60%
Solid Power starts commissioning its MOBIUS electrolyte line in Colorado, adding 45 tonnes of annual capacity, reaching 75 tonnes total. The project is supported by federal funding.
Tata Communications Unveils $450M Fiber Expansion to Boost AI Data Center Capacity
Tata Communications announces a $400-450 million fiber expansion in India to connect AI hubs, boosting capacity 5.8-fold to 7.25 Pbps by FY2036.
AWS Faces 2027 Capacity Squeeze as Two-Year Build Clock Tightens
Amazon's AWS has committed most of its 2027 capacity, with CEO Andy Jassy noting a two-year construction lead time. This creates a tight timeline for AI infrastructure expansion.
Bloom Energy's Nebius Fuel Cell Block Hits Milestone, But Capacity Remains Undisclosed
Bloom Energy's first fuel-cell power block for Nebius in Vineland is ready for use, but the company hasn't disclosed its capacity or when the data center will go live.
Man City Faces 114 Guilty Verdicts; Sanctions Loom Over $8B Empire
Manchester City was found guilty on 114 of 115 Premier League financial charges, with sanctions yet to be determined. The ruling could impact the club's $8B valuation and future revenue.
Manchester City's Abu Dhabi Realty Push Faces Scrutiny Over $8B Valuation
Manchester City's revenue dipped 2.9% in FY2025, and its Abu Dhabi real estate project highlights a gap between parent CFG's $8B valuation claim and independent estimates of €5.102B.
Kang's London City Lionesses: Training Hub Set to Open Within a Year
Owner Michele Kang expects the new training center to open within a year, but the club's latest accounts show a £10.6M loss, highlighting the challenge of building a self-sustaining business.
Starbucks Snoopy Cup Launch Tests Scarcity Strategy
Starbucks rolls out a limited Snoopy collection on Sept. 15, led by a $39.95 glass cup with a two-item cap, testing whether scarcity can drive store traffic.
TKO Stock Awaits Mexico City Revenue Data as WWE Expands Globally
WWE's Mexico City return showcased a title change, but TKO Group hasn't released revenue figures. Investors await financial data to gauge international expansion value.
BorgWarner Reaffirms AI Power Push: $300M Target, 2 GW Capacity
BorgWarner reaffirmed its AI data-center power target, expecting $300M in first-year sales and 2 GW capacity by 2027. The stock rose 2.8% on Friday.
SkyCity Surges 7.4% as NZ$30M Cost Cuts and Asset Sales Fuel Recovery Optimism
SkyCity (SKC) shares surged 7.4% after unveiling NZ$30M annual cost savings and asset sales, despite FY26 EBITDA falling 22.3%. Analysts see 55% upside.
Applied Optoelectronics Launches $600M ATM Offering Amid Capacity Expansion
Applied Optoelectronics (AAOI) announced a $600 million ATM offering, which is 2.2x its Q3 revenue midpoint. Shares fell 9.8% in after-hours trading as investors weigh dilution against growth.
Samsung Foundry Price Hike Highlights AI Chip Capacity Crunch
Samsung's foundry price hike of up to 15% signals tight AI chip capacity. TSMC shares remain flat despite strong July revenue growth of 44.7%.
Lumentum Stock Slides on Capacity Concerns Despite Strong AI Demand
Lumentum shares dropped 3.9% as investors focus on capacity challenges despite a 24% revenue growth forecast and strong AI-driven demand.
Ouster Expands Utah Lidar Network to Nearly 300 BlueCity Sites
Ouster (OUST) expands BlueCity lidar in Utah by 160 intersections, approaching 300 sites. Q2 revenue up 56% to $54.6M, though net loss remains.
Lockheed Martin Lags as Missile Demand Outpaces Production Capacity
Lockheed Martin (LMT) shares gained just 0.9% last week, lagging the S&P 500's 3.6% rise, as missile demand surges but production capacity remains constrained.
Applied Optoelectronics Soars 14% on Record Q2 Revenue, Capacity Expansion
Applied Optoelectronics (AAOI) surged 14% premarket after Q2 revenue hit a record $191.9M, up 86% YoY, driven by strong demand for 800G and 1.6T optical products.
Micron Shares Slide as China Capacity Fears Trump DRAM Price Gains
Micron (NASDAQ:MU) dropped 3.5% despite DRAM spot price gains, as worries over Chinese rival CXMT's capacity expansion overshadowed near-term pricing strength.
MicroVision's Reverse Split Expands Issuance Capacity Ahead of Q2 Report
MicroVision (MVIS) began trading on a split-adjusted basis Monday after a 1-for-15 reverse split, increasing potential share issuance capacity by 70%.
Constellation's PJM Capacity Value Rises 2.5% Despite Lower Auction Prices
Constellation Energy's PJM capacity value for 2028/29 is estimated at $2.24 billion, up 2.5% despite a 2.5% price decline, ahead of Q2 earnings.
Applied Digital Stock Jumps on Q4 Earnings Beat Despite Low Operational Capacity
Applied Digital shares surged 5.4% in after-hours trading after reporting Q4 revenue of $258.7M, well above consensus. However, just 175 MW of its 1,410 MW contracted capacity is operational.
Baiya International Group (NASDAQ:BIYA) Soars 116% as Shelf Filing Capacity Nears $2 Million
Baiya International Group (NASDAQ:BIYA) shares skyrocketed 116% on Monday, with volume hitting 26 times its Class A share count. The surge brought its F-3 shelf capacity estimate to $1.99 million.
SpaceX Flight 13 Launches But Fails to Boost Starlink Capacity
SpaceX's Starship Flight 13 launched on July 24, 2026, but the 20 V3 Starlink demonstration satellites are on a suborbital trajectory and will not add capacity.
Cipher Digital Surges as AI Capacity Shortage Boosts Leasing Model
Cipher Digital (CIFR) shares rose 5.7% as AI capacity constraints highlight its leasing model, while Alphabet (GOOGL) dropped 7.2% on raised capex.
Vistra's PJM Auction Results: Volume Gains Offset Lower Capacity Prices
Vistra cleared 10,924.4 MW at $325/MW-day in the PJM 2028/29 auction, with a preliminary gross annual run-rate of $1.296 billion, up 0.8%.
AI Memory Stocks Slide as Scarcity Premium Erodes
AI memory and storage stocks dropped 7.2% Monday, nearly double the decline in compute names, signaling fading confidence in sustained scarcity-driven profits.
Toyota's $3.6B Texas Expansion: $24K Per Unit Capacity Cost
Toyota will spend $3.6 billion to add 150,000 units of Tacoma capacity in Texas, costing $24,000 per unit. The project faces tariff uncertainty and a 2030 startup.
Meta's AI Cloud Revenue Potential Soars with Minimal Capacity Usage
Meta Platforms (META) debuted its public AI model API for developers, with CEO Mark Zuckerberg highlighting robust external demand. A 200MW slice of capacity could yield over $10B annually.
Nu Holdings Stock Rises Ahead of CFO Change; Buyback Capacity Shrinks
Nu Holdings (NU) gained 3.3% in a short week, but its $1B buyback now covers fewer shares as the stock price rises. Investors watch credit quality and the upcoming CFO change.