经济观察网重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，构建重庆数据中心集群 与跨域共享协同发展的算力供给体系。推进"东数西算"工程，以重庆数据中心集群起步区为重点，推动 本地高性能智能算力基础设施建设，加快云边端一体化协同发展。实施"疆算入渝"工程，以市场化方式 推动算力产业链企业赴新疆投资建设智能算力基础设施，持续提质扩容重庆(新疆)算力基地，建设高带 宽算力传输网络，迭代升级西部(国家)算力调度平台，实现多元异构算力灵活调度和统一服务。 ...

When I was writing How to Make Money in Any Market, I tried to isolate growth stocks where I could find them. I was concerned that if every growth stock I highlighted was linked to the data center, you'd end up with a portfolio that could crush you the moment the data center story went out of style in the Wall Street fashion show, which of course is exactly what happened. So, I looked at healthcare and tried to figure out which growth stocks would come from that typical double-digit growth sales cohort.I th ...

Amazon says its data centers aren't raising power bills for residential customers, releasing a white paper as three U. ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Digital Realty Trust, Inc. ( DLR ) is one of the leading global data center operators and continues to show a strong financial position. Today, we will go deeper and analyze the key economic characteristics and ratios, itsArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 4 ...

Efforts over the years to reform NEPA have been thwarted by Democrats who have sided with environmental advocates against Republican lawmakers aligned with business interests.The SPEED Act would blunt the 1969 National Environmental Policy Act, which mandates federal reviews for projects that could affect the environment before permits are issued."For companies like OpenAI that are investing in data centers, networking, and supporting infrastructure across the United States, a more efficient and predictable ...

Key Takeaways APLD and LITE have both delivered more than 200% returns in 2025 on surging AI infrastructure demand.APLD's long-term prospects ride on accelerating spending on AI infrastructure by hyperscalers.LITE is developing and providing photonic solutions for AI applications, particularly for data centers. The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to unfold fully. Solid demand from AI infrastructure end markets such as hyperscale ...

We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Fermi Inc. (NASDAQ:FRMI) is one of the biggest losers on Monday. Fermi extended its losing streak to a fourth consecutive day on Monday, dropping 14.87 percent to close at $8.59 apiece as news that one of its major tenants pulled out from an earlier leasing agreement continued to dent investor sentiment. In a regulatory filing last week, Fermi Inc. (NASDAQ:FRMI) said that one of its unnamed prospective tenants, which it inked a $ ...

Applied Digital (NASDAQ:APLD) has been one of the standout performers in 2025, delivering gains of approximately 200% year-to-date. The company designs, builds, and operates next-generation data centers optimized for high-performance computing and AI workloads. Its strong performance positioned it as a key holding in Nvidia's (NASDAQ:NVDA) "secret†investment portfolio focused on AI ecosystem companies. While most holdings in that portfolio declined sharply — resulting in an overall 30% drop in value since t ...

Jim Cramer, the host of CNBC’s “Mad Money,” expressed his concern about the rapid pace of data center and utility station construction in a recent post.Cramer Flags Data Center BoomCramer took to X on Monday to compare the current pace to the frenzy surrounding hot IPOs, pointing out that major tech companies like Open AI, Meta Platforms (NASDAQ:META) , Google (NASDAQ:GOOG) (NASDAQ:GOOGL) , Microsoft (NASDAQ:MSFT) , and Amazon (NASDAQ:AMZN) are all vying for a significant share of the market.He wrote, “We j ...