Shares of data center infrastructure-related companies are higher amid catalysts including Broadcom's plans to finance up to $60 billion of chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold in 2027, both of which support strong demand the AI buildout. Also, a pullback in Fed rate hike bets provides a tailwind for highly leveraged, interest rate-exposed stocks.

Advanced Energy Adds Single-Whip AC Input Option to 33 kW ORv3 HPR Power Shelf

Advanced Energy Industries, Inc. has introduced a new single-whip AC power connection option for its 33 kW ORv3 High-Power Rack (HPR) power shelf, designed to optimize data center rack layouts.

Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data this week fuel concerns that interest rates will remain higher for longer. Elevated financing costs could slow investment in data centers and power infrastructure, weighing on demand for electrical equipment and HVAC systems.

Dow Jones Climbs to 52,000 While Chips Bleed on Rate-Hike Fears: Stock Market Today

Hot inflation data fuels Fed rate-hike bets, hammering chip and AI-hardware stocks while the Dow tops 52,000 and small caps hold gains; gold rebounds.

Integrated Power Services (IPS) Acquires Bold Renewables

Integrated Power Services (IPS) has acquired Bold Renewables, effective October 9, 2026, to strengthen its renewable energy service offerings. Bold, headquartered in Windsor, Colorado, is the exclusive OEM source for Advanced Energy solar inverters and supports approximately 14,000 legacy inverters representing over 4 GW of capacity across North America. The acquisition positions IPS as a comprehensive aftermarket lifecycle inverter solutions provider across multiple markets.

Koses Extends Equipment Supply Contract with Bloom Energy

Koses has extended its contract to supply automated electrode cell equipment to Bloom Energy through October 2027.

The Energy Transition in 5 Numbers: Where Solar, Nuclear, and Gas Stand Heading Into 2027

Global electricity demand is projected to grow 3.8% next year, driven by AI data centers, manufacturing reshoring, and EV adoption. Solar will lead growth with 600 TWh annually through 2027, while nuclear capacity will expand through plant restarts and uprates. Natural gas serves as a bridge fuel with 48 GW needed by 2035 to meet data center demand. Data center energy consumption could reach 945 TWh by 2030 and 1,200 TWh by 2035.