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DAIO News30 articles
AMD's Data Center Surge Powers 102% of Sales Growth, Analyst Upgrades
William Blair upgrades AMD to Outperform as data center revenue drives 102% of Q3 sales growth. The segment now represents 63.9% of total revenue, highlighting AI demand.
AMD's EPYC Chips Power Google TPU 8tx, Data Center Sales Hit 64% of Revenue
AMD's EPYC processors power Google Cloud's TPU 8tx host infrastructure, highlighting data center dominance. AMD shares jump 9.6% as data center sales account for 64% of revenue.
Gold Outperforms Silver as Investors Await Key CPI Data
Gold and silver rose on Monday, but gold held closer to its session high than silver. Investors await Tuesday's CPI report for clues on Fed policy.
AMD Earnings: Data Centers to Drive 95% of Q3 Sales Growth
AMD heads into Tuesday's earnings with data centers expected to account for about 95% of its quarterly sales growth, underscoring the segment's growing importance.
Ackman's Data Center Bet: 9%-15% Returns Under Lower Margins
Pershing Square's analysis shows AI data centers could yield 15%-25% returns at 50% operating margins, but lower margins of 30% reduce returns to 9%-15%.
TRACERS Data Suggests Spatial Dominance in Magnetic Reconnection Events
NASA's TRACERS mission finds spatial variations dominate magnetic reconnection near Earth, based on 207 encounters, offering new insights into space weather.
Anthropic's IPO Filing Reveals Shift to Separate AI Chip and Data Center Leasing
Anthropic's IPO filing reveals a new procurement strategy separating AI chip leases from data center deals, aiming to align compute costs with revenue growth. The company plans to list on Nasdaq under 'ANT'.
Cowboy Space's Big Iron Rocket Aims to Transform Orbit into a Data Center
Cowboy Space unveiled its Big Iron rocket, designed to carry 15,000 kg to orbit and transform its upper stage into a 1-MW data center, using the rocket skin as a radiator and ammonia as coolant.
EarthDaily's NASA Deal Tests 5-Meter Imagery Against Landsat Data
EarthDaily has secured a $3 million NASA evaluation to assess its satellite imagery against Landsat data, focusing on calibration and resolution trade-offs.
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.
NASA to Test Planet Labs' Hyperspectral Satellite Data for Earth Science
NASA has ordered a major evaluation of Planet Labs' Tanager hyperspectral data, covering over 250,000 square kilometers, to assess its suitability for scientific research.
Xbox App Data Hints at 'Mythic' Achievement as Microsoft Seeks to Counter Revenue Slump
Xbox PC app files hint at an unannounced 'Mythic' achievement system, a retention play as Microsoft's Xbox revenue fell 7% in fiscal 2026. MSFT shares rose 0.52%.
Cybertruck Driveway Incident Under Scrutiny as CHP Reviews Data
CHP reviews Cybertruck video after a child's death; Autopilot was off, investigation preliminary. Tesla stock closed at $380.12, up 0.32%.
Rightmove Shares Slide 4.1% as UK Housing Data Reveals Weak Demand
Rightmove shares closed 4.1% lower at 484.6p on Tuesday, erasing Monday's gain, as higher asking prices masked a 9% drop in buyer inquiries and a 12-year high in available homes.
Moderna Surges 13% as Key Melanoma Data Looms
Moderna shares soared 13% to $174.06, touching a 52-week high, as investors await pivotal Phase 3 melanoma data due October 24.
Oracle's $18B Data-Center Debt Stirs Financing Worries
Oracle's $18B data-center loans for Project Jupiter are quoted at 89-91 cents, raising financing concerns as shares fell 1.98% to $147.61.
AI Giants Seek Small Data Centers for Fast Deployment
OpenAI and Anthropic are reportedly seeking smaller 20-30 MW data center deals to accelerate deployment, complementing their massive gigawatt-scale commitments.
Costco's Q4 Test: Traffic Data, Not Food-Court Speculation, Will Drive Stock
Costco hasn't confirmed its returning food-court item, but investors shouldn't focus on menu speculation. The real test is Q4 earnings, with traffic and membership data due Sept. 24.
Nuclear Stocks Surge as House Votes on Data Center Costs
Oklo and NuScale rallied on a House vote targeting data center grid costs, but contracts remain elusive. Investors weigh policy momentum against revenue gaps.
Datasea Stock Surges 115% on AI Service Launch, Revenue Claims Questioned
Datasea Intelligent Technology shares soared 115% after five clients started receiving AI-agent marketing services. The company's $89.4 million figure is an annualized ceiling, not actual revenue.
Wolverine PS5 Launch: Actor Confirmed, Sales Data Still Under Wraps
Sony's Marvel's Wolverine launched on PS5 with Liam McIntyre as Logan, but Sony hasn't disclosed sales figures. Insomniac's history and Sony's Q1 results provide context.
Cipher Mining Surges 12% on AI Data-Center Ambitions
Cipher Mining shares jumped 12% on no fresh news, as investors bet on its AI data-center pivot. The stock's valuation now rests on future lease income.
DataMeds Soars 330% on Helomics Deal, But Key Terms Missing
DataMeds AI shares jumped 330% after Axe Compute announced a Helomics deal, but investors are still waiting for key terms like share count.
Tempus AI Surges 10.7% on $200M Data-Licensing Bookings
Tempus AI (TEM) shares surged 10.7% after management revealed $200 million in new data-licensing contracts, highlighting strong AI-driven demand. Investors weigh this momentum against diagnostic pricing challenges.
CenterPoint Data Breach Exposes Customer Data; Full Impact Pending
CenterPoint Energy disclosed a data breach involving customer personal information. The full scope and financial impact are still under investigation.
Infratil Boosts FY27 Outlook as CDC Data Center Contracts Hit 1.1 GW
Infratil lifted its FY27 EBITDAF forecast to NZ$1.32-1.42 billion after CDC Data Centres signed 70MW of new contracts, boosting contracted capacity to 1.1GW. Shares rose 3.6%.
Datavault's $100M Order Sparks Skepticism as Shares Slide 19%
Datavault AI's $100M purchase order for QEST tokenization services fails to impress investors, as shares tumble 19% on concerns over revenue recognition and lack of specifics.
MARA's AI Data Center Strategy Faces Scrutiny After JPMorgan Downgrade
MARA Holdings trades near JPMorgan's new $11 target after a downgrade, spotlighting the economics of its AI data center joint venture with Starwood.
RBA Faces Inflation Puzzle as CPI Data Delayed Until After Rate Decision
Australia's RBA holds rates at 4.35% as July CPI slows to 3.5%, but trimmed-mean inflation stays sticky at 3.6%. August CPI arrives after the Sept. 29 decision.
RTX 5090 Resale Prices Soar Past $9,000, But Nvidia's Earnings Still Led by Data Centers
GeForce RTX 5090 resale prices have surged to as high as $9,500, but Nvidia's latest quarter shows data centers driving 91.8% of revenue, making GPU scarcity a minor earnings factor.