#ai-data-center-infrastructure
#ai-data-center-infrastructure

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Bloom Energy vs Plug Power: 2 Fuel Cell Stocks, 2 Completely Different Fates

Bloom Energy thrives on AI data center demand with record profitability, while Plug Power achieves its first positive gross margin after years of losses, revealing divergent trajectories in the fuel cell industry.

Artificial intelligence

fromTESLARATI

2 weeks ago

Tesla Megapack powers $1.1B AI data center project in Brazil

A 400MW AI data center in Brazil will use Tesla Megapack batteries to operate on 100% renewable energy while supporting grid stability.

East Bay real estate

fromwww.mercurynews.com

2 months ago

Fremont industrial hub with tech tenants bought for $90 million-plus

Tishman Speyer affiliate bought a 253,500 sq ft Fremont industrial building for just under $93 million; tenants include Sanmina and DeepCoolAI.

Tech industry

fromTechzine Global

3 months ago

Marvell close to billion-dollar acquisition of Celestial AI

Marvell Technology is nearing acquisition of Celestial AI for over $5 billion, gaining photonic interconnect technology to accelerate AI data-center communication and integration.

Business

from24/7 Wall St.

4 months ago

Live: Complete Coverage of Celestica (CLS) Q3 Earnings

Celestica is experiencing rapid AI-driven growth, with strong revenue, consecutive earnings beats, major hyperscaler design wins, and accelerating 800G data-center demand.