Latest Market News
India's $1.2B AI Data Center Bet: Market Shift Ahead
SingTel earmarks $1.2B for AI data centers in India. CEO Yuen Kuan Moon sees huge potential. Analysis of market impact and adoption.
AI Boom Sparks Optical Fiber Gold Rush in China
Surge in AI data center construction drives unprecedented demand for optical fiber, with Chinese manufacturers booked through 2027 and supply constraints emerging.
Meta's $6B Fiber Bet: AI Data Centers Drive Optical Supply Crunch
Meta signs $6B Corning deal for optical fiber as AI data centers demand 36x more connectivity, sparking a global supply squeeze through 2027.
Cisco's AI Orders Surge: Is the Networking Giant Back?
Cisco shares jump after hours on record AI infrastructure orders. Our analysis explores what this means for the networking giant's comeback.
NVDA Stalls at $200 as Nvidia GPUs Power PulteGroup's Smart Home Data Centers
Nvidia stock remains sideways near $200 while its GPUs are deployed in PulteGroup's mini data centers for smart homes.
Denmark Halts Data Center Grid Connections Amid Power Surge
Denmark's grid operator pauses new data center connections due to surging power demand, sparking investment concerns.