Tag: #datacenters

AI’s Power Hunger Fuels a K‑Shaped M&A Boom as Megadeals Dominate Early 2026

Global M&A hit $813B by early March as a handful of megadeals—spanning shale, data centers and software—track the race to build AI infrastructure.

#mergersandacquisitions, #ai, #datacenters, #energy, #antitrust

Michigan approves massive DTE battery build-out to back AI data center and coal retirements

Regulators OK 1,332 MW of DTE battery storage—part for a planned 1.4‑GW Oracle-linked AI data center—raising questions about costs and oversight.

#michigan, #energystorage, #datacenters, #dte, #cleanenergy

Nvidia Posts Another Record Quarter as AI Spending Soars, but Investors Flinch

Nvidia’s revenue and profit hit new highs as AI data-center demand surges and sovereign projects grow, even as export curbs and cycle risks loom.

#nvidia, #ai, #semiconductors, #datacenters, #earnings

Oracle says AI customers are footing the bill as it posts fastest growth in a decade

Oracle’s Q3 results and a $90B 2027 target highlight a new AI cloud model: customers prepay or bring GPUs, easing Oracle’s cash burden.

#oracle, #ai, #cloud, #datacenters, #earnings

BlackRock, EQT-led group to take AES private in $33.4 billion deal as AI power demand surges

A BlackRock and EQT-led consortium agreed to buy AES for $15 a share, taking the utility private in a $33.4B deal that faces heavy regulatory review.

#blackrock, #eqt, #aes, #utilities, #datacenters

Broadcom Surges on AI Chip and Networking Boom, Forecasts More Growth

Broadcom posts record Q1 results as AI semiconductor revenue tops $8.4B, driven by custom accelerators and data-center networking; shares rise on outlook.

#broadcom, #ai, #semiconductors, #datacenters, #earnings