Latest news with #datacenter
Yahoo
18 hours ago
- Business
- Yahoo
Vertiv Holdings Co (VRT) Will Benefit From Data Center Spending, Says Jim Cramer
We recently published . Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer recently discussed. Vertiv Holdings Co (NYSE:VRT) has been one of Jim Cramer's top data center stocks in 2025. The firm's shares have gained 6% year-to-date as they are yet to claw back all of the losses incurred during January's DeepSeek AI selloff. Vertiv Holdings Co (NYSE:VRT)'s shares are still down by 18% from their level before the selloff. Cramer discussed the poor performance as he remarked that the data center sector had suffered from bearish sentiment, but the trend appeared to be reversing. His comments about Vertiv Holdings Co (NYSE:VRT) came in the context of a $90 billion investment in Pennsylvania data center by technology and financial services firms: 'No I mean data centers are the story again. Pennsylvania data centers. The building of them would be CoreWeave, the President's going to Pennsylvania. Pennsylvania being a hub for all these. Everyone wants to play the parts of data center again. It really cooled in April. No one cared. The stocks got killed. . .I think that you can go back to these stocks, Vertiv got hit the other day because people felt that Amazon wasn't going to use them. That's not true. . . You want to be there again, because the building is continuing and I just feel like, wow it's a pretty good time.' A close-up of a group of technicians working on complex data center systems. Earlier, the CNBC TV host discussed Vertiv Holdings Co (NYSE:VRT) and other companies: 'Well, we spent a lot of time today, Jeff Marks and I, and Ben Stoto, talking about how really significant that Amazon note is. Now, I happen to think Vertiv's a fabulous company, and I believe that you're getting a chance to buy it again… Look, Amazon makes a lot of very, very good products. They do it themselves, but I think that right now, Vertiv is really hard… Jensen Huang, by the way, went to the White House today, and you know what? I bet you, the president didn't trash that guy. No, I bet you he congratulated him.' While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
This Bullish Catalyst for Nvidia Stock Is Coming in September
Nvidia (NVDA) shares are in focus on Friday following reports the artificial intelligence behemoth will initiate wide-scale shipments of its latest GB300 servers in September. The rollout could prove a major inflection point for data center infrastructure as NVDA's modular design strategy and improved supply chain execution could accelerate adoption across hyperscalers and enterprise customers. More News from Barchart Insider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with China Dear Tesla Stock Fans, Mark Your Calendars for July 23 Robinhood Keeps Hitting New Highs. How Should You Play HOOD Stock Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Ahead of the aforementioned potential tailwind, Nvidia stock is already up nearly 100% versus its year-to-date low set in the first week of April. Why Is the GB300 Rollout Significant for Nvidia Stock? Nvidia's shift to a more flexible server architecture with the GB300 platform could unlock higher margins and streamline partner integration. Offloading motherboard assembly to customers and using standardized components will enable the multinational to lower design bottlenecks while improving scalability. With validation hurdles largely addressed and partners signaling readiness, September's volume ramp-up could fuel revenue acceleration in Q4. The reports are positive for NVDA shares also because unlike prior launches plagued by cooling and layout complexities, this transition is broadly expected to be smoother, positioning the firm to consolidate its leadership in AI compute and potentially surprise on earnings. NVDA Shares Reiterated as 'Top Pick' JPMorgan analysts remain fully convinced that Nvidia shares could push further to the upside over the next few months as 'artificial intelligence/accelerated compute demand remains strong.' They reiterated the AI stock as a 'top pick' in their research note on Friday, adding the Nasdaq-listed firm looks 'best positioned to weather potential trade/tariff challenging macro environment.' According to the investment firm, NVDA has up to 15% earnings upside after the U.S. government offered reassurances that the chipmaker will soon be able to resume its business in China. Note that Nvidia is broadly expected to earn $0.94 on a per-share basis in its current financial quarter, up significantly from $0.65 a share in the same quarter last year. What Is Wall Street's Consensus View on Nvidia? Nvidia's lead in the fast-growing artificial intelligence market is keeping other Wall Street analysts positive on its stock as well. According to Barchart, the consensus rating on NVDA stock currently sits at 'Strong Buy' with the mean target of about $181 indicating potential upside of another 6% from here. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Globe and Mail
a day ago
- Business
- Globe and Mail
Austria Data Center Market Revenue to Reach USD 1.10 billion by 2030: Driven by AI, 5G, and Sustainability Trends
"Austria Data Center Market?Research Report by Arizton" Get Insights on 21 Existing Data Centers Facilities across Austria According to Arizton's latest research report, the Austria data center market is poised to witness significant growth, with investments projected to reach USD 1.10 billion by 2030, growing at a CAGR of 15.18% from 2024 to 2030. Looking for More Information? Click: Report Summary Market Size (Investment): USD 1.10 Billion (2030) Market Size (Area): 163 Thousand Sq. Feet (2030) Market Size (Power Capacity): 37 MW (2030) CAGR - Investment (2024-2030): 15.18% Colocation Market Size (Revenue): USD 257 Million (2030) Historic Year: 2021-2023 Base Year: 2024 Forecast Year: 2025-2030 AI Momentum Spurs High-Density Data Center Investments Across Austria Austria's growing adoption of Artificial Intelligence (AI) across public and private sectors is driving significant demand for high-performance data center infrastructure. To meet the processing requirements of AI workloads, often reliant on advanced GPUs and TPUs, data center operators are investing in AI-ready facilities across key Austrian cities. These next-generation centers are designed with rack densities exceeding 20 kW and feature advanced liquid cooling systems to support intensive computing environments. Government and institutional backing are reinforcing this momentum. Initiatives such as AI Austria, an independent platform fostering collaboration between academia industry, and government, are advancing the national AI agenda. In a notable example, DeepOpinion, a local AI startup, demonstrated the transformative potential of AI by automating complex insurance claim processing, an operation previously requiring hours, into a task completed in under 90 seconds. This reflects Austria's readiness to support enterprise-scale AI deployments, underpinned by robust digital infrastructure. Key Enablers for Data Center Investment The Austrian government has introduced a national AI strategy to promote ethical use of AI, support innovation, and enhance public benefit. Over 88% of Austria's electricity in 2024 came from renewable sources, supporting low-emission and energy-efficient data center operations. The Ö-Cloud Initiative, backed by the government, helps businesses and individuals use secure, GDPR-compliant cloud services. The Digi Scheck program offers financial support to individuals to improve their digital skills through certified courses. Austria's Cybersecurity Strategy focuses on building secure digital systems and raising public awareness about online safety. Austria's 5G Rollout Accelerates Edge Data Center Development Austria's growing 5G network is creating strong demand for localized data infrastructure, driving increased investment in edge data centers. With over 90% of the population now covered by both standalone and non-standalone 5G services, telecom leaders such as A1 Telekom Austria Group, Magenta Telekom, and Drei are driving nationwide coverage across urban hubs and industrial zones. This robust 5G infrastructure is creating strong demand for low-latency, high-speed data processing, fueling investments in edge data centers across the country. These facilities are essential to handle localized workloads, reduce data travel time, and support real-time applications. In a notable example, a collaboration between Nokia, A1, and Microsoft in February 2024 tested 5G Edge cloud network slicing in Vienna, enabling real-time HD video streaming via mobile devices. Designed to benefit industries such as healthcare, retail, transport, and media, this advancement highlights Austria's readiness to support the next generation of digital services. Austria Strengthens Sustainability Focus Across Data Center Landscape As Austria advances toward its national goal of becoming carbon-neutral by 2040, sustainability has become a central pillar in the country's data center development strategy. Operators are increasingly aligning with green standards, integrating renewable energy, enhancing operational efficiency, and adopting circular practices such as waste heat recovery. Backed by a renewable energy mix that already powers over 85% of Austria's electricity, led by hydro, solar, wind, and bioenergy, data centers are well-positioned to operate with low environmental impact. Recent frameworks like the Bundes-Energieeffizienzgesetz (EEffG) and the Austrian Ecolabel (UZ80) are reinforcing the shift by promoting responsible energy use and long-term environmental accountability. Leading operators are already implementing forward-looking solutions. For instance, Digital Realty's Vienna facility supports nearby hospital heating needs through waste heat utilization, cutting nearly 4,000 tons of CO₂ annually, while also running entirely on renewable power. Why Invest in This Austria Data Center Market Report? This in-depth research offers a 360° view of Austria's evolving data center landscape, providing actionable insights into market sizing across investment, IT load capacity (MW), and colocation revenue. The report maps over 19 existing and 2 upcoming third-party data center facilities across 8+ key cities, with granular breakdowns of area coverage, IT load comparisons, and pricing trends across retail and wholesale colocation segments (2021–2030). It also provides a strategic assessment of investments segmented by colocation, hyperscale, and enterprise operators, and by core infrastructure areas, IT, power, cooling, and construction services. Supported by robust forecasting, transparent methodology, and competitive vendor profiling, this report equips stakeholders with the clarity needed to evaluate opportunities, benchmark competition, and navigate Austria's growing digital infrastructure ecosystem. The Report Includes the Investment in the Following Areas: IT Infrastructure Servers Storage Systems Network Infrastructure Electrical Infrastructure UPS Systems Generators Transfer Switches & Switchgears PDUs Other Electrical Infrastructure Mechanical Infrastructure Cooling Systems Rack Cabinets Other Mechanical Infrastructure Cooling Systems CRAC & CRAH Units Chiller Units Cooling Towers, Condensers & Dry Coolers Other Cooling Units General Construction Core & Shell Development Installation & Commissioning Services Engineering & Building Design Fire Detection & Suppression Systems Physical Security Data Center Infrastructure Management (DCIM) Tier Standard Tier I & Tier II Tier III Tier IV Vendor Landscape IT Infrastructure Providers Atos Cisco Systems Dell Technologies Fujitsu Hewlett Packard Enterprise Huawei Technologies IBM Juniper Networks Lenovo NetApp Supermicro Data Center Construction Contractors & Sub-Contractors Ardmac blu-3 Dipl.-Ing. H. C. Höllige GmbH Ethos Engineering Hanley Pepper Consulting Engineers ICT Facilities ISG Linesight RKD ZAUNERGROUP Support Infrastructure Providers 3M ABB Alfa Laval Baudouin Carrier Caterpillar COOLtec Systems Cummins Cyber Power Systems Danfoss DEIF Delta Electronics Eaton EPS Electric Power Systems GE Vernova Genesal Energy Güntner Hitachi Energy Honeywell INNIO Group Legrand Mitsubishi Electric Piller Power Systems Rehlko Riello Elettronica Group Rittal Schneider Electric Siemens Socomec Group STULZ Teksan Toshiba Corporation Trane Vertiv Data Center Investors A1 Telekom Austria Group AtlasEdge Digital Realty GRZ IT Center GmbH Magenta Telekom NTT DATA Raiffeisen Informatik GmbH & Co KG STACKIT New Entrants Microsoft Other Related Reports that Might be of Your Business Requirement France Data Center Market - Investment Analysis & Growth Opportunities 2025-2030 Ireland Data Center Market - Investment Analysis & Growth Opportunities 2025-2030 Key Questions Answered in the Report: How big is the Austria data center market? How many existing and upcoming data center facilities exist in Austria? How much MW of power capacity will be added across Austria during 2025-2030? What is the growth rate of the Austria data center market? What factors are driving the Austria data center market? Who are the key investors in the Austria data center market? Why Arizton? 100% Customer Satisfaction 24x7 availability – we are always there when you need us 200+ Fortune 500 Companies trust Arizton's report 80% of our reports are exclusive and first in the industry 100% more data and analysis 1500+ reports published till date Post-Purchase Benefit 1hr of free analyst discussion 10% off on customization About Us: Arizton Advisory and Intelligence is an innovative and quality-driven firm that offers cutting-edge research solutions to clients worldwide. We excel in providing comprehensive market intelligence reports and advisory and consulting services. We offer comprehensive market research reports on consumer goods & retail technology, automotive and mobility, smart tech, healthcare, life sciences, industrial machinery, chemicals, materials, I.T. and media, logistics, and packaging. These reports contain detailed industry analysis, market size, share, growth drivers, and trend forecasts. Arizton comprises a team of exuberant and well-experienced analysts who have mastered generating incisive reports. Our specialist analysts possess exemplary skills in market research. We train our team in advanced research practices, techniques, and ethics to outperform in fabricating impregnable research reports.
Yahoo
a day ago
- Business
- Yahoo
Marvell Technology (MRVL) Strengthens Leadership Team With Key Executive Promotions
On July 15, 2025, Marvell Technology announced significant executive promotions with Chris Koopmans becoming President and COO and Sandeep Bharathi appointed as President of the Data Center Group. These leadership changes might have positively influenced investor sentiment, contributing to a 39% rise in the company's stock over the last quarter. This upward move aligns with generally strong corporate earnings and economic resilience; however, broader market factors and partnerships with Ferric and NVIDIA for AI advancements have possibly bolstered this trend further, contrasting the flatness seen in Netflix and Amex. Buy, Hold or Sell Marvell Technology? View our complete analysis and fair value estimate and you decide. This technology could replace computers: discover the 26 stocks are working to make quantum computing a reality. The recent executive promotions at Marvell Technology could play a positive role in shaping the company's growth narrative, especially in the AI and data center sectors. By enhancing leadership with experienced executives like Chris Koopmans and Sandeep Bharathi, Marvell might strengthen its strategic focus on AI technologies and custom silicon programs, potentially accelerating revenue and earnings growth. The 39% rise in stock price over the past quarter aligns with investor optimism, but the true test will be in delivery against these elevated expectations. Over a five-year period, Marvell's total shareholder return, including dividends, was 108.22%. This performance contrasts with the more recent underperformance against both the US Semiconductor industry and the broader US market over the past year. Marvell's share appreciation suggests strong long-term value creation, but the company still faces challenges to match the market's pace. The impacts of leadership changes could influence projected revenue and earnings positively, expecting to exceed AI sector targets, although potential risks remain due to heavy reliance on the data center market. Currently, with the stock trading at US$72.01, analysts set a consensus price target of approximately US$90.27, reflecting a price movement that suggests room for appreciation. Achieving this target requires confidence in Marvell's capacity to execute its growth strategies, underscoring the importance of the company's ongoing technological advancements and market positioning. Click here and access our complete financial health analysis report to understand the dynamics of Marvell Technology. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MRVL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
2 days ago
- Business
- Yahoo
NTT DC REIT's flat trading debut shows Singapore's struggle to revive a ‘lackluster' stock market
NTT DC REIT's IPO was supposed to be a shot in the arm for Singapore's flagging equity market, decried by analysts as 'lackluster' due to its lack of growth stocks and tiny number of listings. NTT's IPO had everything: It was oversubscribed, boasted sovereign wealth fund GIC as a cornerstone investor, and was tied to the buzzy data center sector. Yet NTT DC REIT's shares have done poorly since their trading debut on Monday, falling below the offer price of $1. Hong Kong's benchmark Hang Seng Index is up by almost 25% so far this year, while Singapore's Straits Times Index is up by just 9%. 'Singapore's lack of growth oriented, tech representation in the STI has led it to trail the Hang Seng. This has led to descriptions of the market as lackluster,' Thilan Wickramasinghe, Singapore head of research at Maybank Investment Banking Group, says. Singapore has had just three IPOs so far this year, including a July 14 listing from NTT DC REIT, whose shares started trading on Monday. Hong Kong, by comparison, has had more than 40 IPOs. NTT DC REIT, backed by Japanese telecoms giant Nippon Telegraph and Telephone, raised $773 million in its IPO, making it Singapore's largest listing in eight years. By comparison, Hong Kong's largest IPO this year was battery giant CATL's secondary listing in late May, which raised at least $4 billion. The NTT DC REIT IPO was meant to give investors a way to tap into AI-fueled demand for data centers, and give Singapore's equity market a much needed boost. Instead, it may end up showing just how much work still needs to be done. NTT DC Reit's listing NTT DC REIT consists of six data centers. Four are based in the U.S., with one in Northern Virginia—the world's largest data center market—and three in Northern California. One data center is in Vienna, a fast-growing data center market. The last is in Singapore, the second-largest data center market in Asia-Pacific after China. Data centers are key to running AI applications. These specialized data centers provide the computational power and digital data storage capacity that's needed to train the ever increasingly complex AI applications. AI applications, like large language models, rely on massive amounts of data for training and operation. Singapore has long been a regional data center hub due to its infrastructure, lack of natural disasters, and its position as a key node for subsea cables. Generative AI requires massive amounts of computing power, both for training and inference, which in turn has sparked a boom in data center investment. NTT hopes to capture that need for data center capacity, using the proceeds from its listing to continue growing its data center business. The company plans to develop over 850MW of capacity across the Americas, Europe, the Middle East, Africa and Asia. NTT estimates that total annual cloud and AI revenues are projected to grow at a compound annual growth rate of about 23% between 2024 and 2027, driven by AI-led demand. Asia-Pacific attracted $15.5 billion in data center investments last year, more than any other region in the world according to the real estate consultancy Knight Frank. The consultancy forecasts global capital expenditure to exceed $286 billion by 2027 as operators respond to mounting demand for AI-optimized infrastructure, cloud services, and enterprise digital initiatives. Singapore's equity market Doug Adams, CEO for NTT Global Data Centers, explained that the company picked Singapore due to its appreciation for data centers. 'The Singapore market is a great market for data centers in general, and we believe the best market in the world for data center Reits,' Adams said in an interview on CNBC International on Monday. 'In Singapore, they appreciate a global set of assets and they look for a drip feed of assets over time, which is what we're looking to achieve for our portfolio.' GIC, Singapore's sovereign wealth fund, is one of the IPO's cornerstone investors. GIC has a 9.8% stake in NTT DC REIT, making it the second largest investor after NTT. Singapore is trying to lift the fortunes of its stock exchange, including a 20% tax rebate for primary listings. The country's stock market is often criticized as boring or illiquid, with the sectors like property, conglomerates and the three big local banks dominating the SGX. Poor liquidity weakens investor sentiment, which then leads to lower valuations or even fewer listings. While Singapore's exchange struggles, Hong Kong's is surging, which Wickramasinghe credits to the 'DeepSeek moment' and Beijing's pro-growth stance. Lorraine Tan, director of equity research for Asia at Morningstar, notes that Hong Kong's market is also rebounding from years of poor performance, making the market 'relatively cheap in valuation terms.' She adds that the surge in Hong Kong IPOs could also be due to Chinese regulators giving their approval for mainland companies to list in Hong Kong. Recent blockbuster IPOs in Hong Kong include home appliance maker Midea Group, ice cream giant Mixue, and insurer FWD Group. Other giants like automaker Chery, AI startup Minimax, Malaysian aviation firm Capital A and fast fashion platform Shein are reportedly considering Hong Kong IPOs. Hong Kong is now set to be the world's top IPO destination this year, according to S&P Global Market Intelligence Data. Still, Wickramasinghe is optimistic that Singapore's policy reforms should help the market 'shed its lackluster image going forward.' 'The recent listing of NTT DC Reit is an early signal of returning listings. We expect this momentum to accelerate going into H2,' Wickramasinghe says. This story was originally featured on
