Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
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Vertiv to Acquire UtilityInnovation Group for $1.45 Billion to Speed Power for AI Data Centers
Vertiv will acquire UIG for $1.45B, plus earnout, to add microgrids and speed power for AI data centers. Close expected Q4 2026.
Vertiv Beats EPS Estimates and Raises Guidance, But Shares Fall on Revenue Miss
Vertiv’s Q2 revenue of $3.27B missed $3.37B estimates due to supply delays, despite EPS beat and raised guidance.
Hut 8 Signs $9.8 Billion AI Data Center Lease in Texas – Bitcoin Miner Fully Becomes AI Landlord
Hut 8 signed a $9.8B deal to build a huge AI data center, shifting from Bitcoin mining to powering big tech AI systems.
Vertiv Beats Q1 2026 Earnings Estimates But Shares Drop on Revenue Guidance Miss
Vertiv Holdings Co. beat earnings and revenue, but shares fell as weak Q2 outlook disappointed despite strong growth and margins.
Vertiv Boosts AI Cooling Power with ThermoKey Acquisition and Major Factory Expansions
Vertiv agrees to acquire Italian cooling specialist ThermoKey, expanding its thermal management portfolio for high-density AI data centers. Vertiv also announces major factory expansions in the Americas to meet surging AI demand.