Search results for DATA
DATA community
One keyword maps to one global community path.
People
Not Found
Tweets including DATA
Data centers are deeply unpopular, and Gavin Newsom is considering signing several bills that would regulate them. It’s time for the longtime ally of Silicon Valley to show what side he’s on, @Erika_D_Smith writes (via @opinion)
Show more
Databricks needs to go public soon, according to PCM Encore Founder Mike Paulus:
“I think they need to go public, and I think they probably need to do it in the next 24 months.”
Show more
Data Centers-- they may huff and they may puff but they will NOT blow down the Data Center Buildout theme !!!!!
Data Centers for Free Viewing (September 2, 2026, daily charts)
1. $CLSK
2. $MARA
3. $WULF
4. $RIOT
Data centers have become politically toxic in the US midterm campaign. Not in Brazil’s presidential race.
Data Centers, OpenAI & AMZN Ads, Crypto, Stocks & More | BTLG WKLY
data companies are building their own models is the new apps are building their own chains
Data Center Interconnect Data Points
$NOK $CIEN $MRVL $LITE $COHR $CSCO $ANET
I have been talking a lot about scale-across and the fact that AI clusters are increasingly going to spread across separate buildings, campuses and regions.
Dell’Oro just gave us some nice data points
> Optical transport equipment grew 15% YoY during Q2,
>Data-center interconnect revenue grew 45%
> Disaggregated optical line systems grew 80%.
>Cloud providers now represent 34% of the entire optical transport market.
Data-center interconnect (DCI) is basically the optical network connecting separate data centers.
If an AI cluster gets too large to fit inside one building, or power availability forces the GPUs to be installed across several locations, those sites still need to exchange enormous amounts of data and operate as one larger system (scale across)
That extends the optical opportunity beyond the short links inside the building and into the coherent equipment carrying data across kilometers.
$CIEN and $NOK are currently the leading vendors in disaggregated optical line systems, so this is a very direct readthrough for both.
NFA
Show more
Data centers have become a proxy war for broader concerns about AI policy.
@RSI senior fellow @AdamThierer: “We should not address them by essentially demonizing and destroying the infrastructure layer of the entire AI stack..."
"... or else the entire AI revolution and robotics revolution just cannot happen in this country.”
Show more
Data reported to the #FBI’s# Uniform Crime Reporting Program shows 2024 to 2025 marked the largest year-to-year decline in violent crime rates since FBI estimations began in 1936.
Read more at:
Show more
