SemiPulse — Semiconductor Intelligence

AI data center project secretly sucked 29 million gallons of water over 15 months before detected by residents complaining about low water pressure

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tomshardware.com 2026-05-10 Luke James

QTS says the extra 29 million gallons were consumed during temporary construction activities, including concrete work, dust control, and site preparation.

AI data center water consumption regulatory compliance environmental impact public records urban planning data center cooling municipal utilities

AI data centers face increasing complaints about inaudible but 'felt' infrasound

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tomshardware.com 2026-05-10 Jowi Morales

Residents living near data centers are raising concerns about noise pollution, as these massive sites operate 24/7 and generate low-frequency sounds that disturb the neighborhood's peace.

AI data centers Infrasound Noise pollution Data center construction Community opposition Energy infrastructure Environmental impact Health effects

$200 'socketed' Nvidia AI GPU for servers hacked into a PCIe card with custom PCB and 3D-printed cooling — modded Tesla V100 SMX data center GPU runs AI LLMs and is more efficient than many modern midrange offerings in AI inference - Tom's Hardware

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www.tomshardware.com 2026-05-10 Tom's Hardware

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Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

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digitimes.com 2026-05-10

As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major constraint.

Daiwa Just Upgraded Qualcomm Stock. Can a Data Center Pivot Justify the 80% Rally? - TIKR.com

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www.tikr.com 2026-05-10 TIKR.com

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Maryland citizens slapped with $2 billion grid upgrade bill for out-of-state AI data centers

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tomshardware.com 2026-05-09 Jowi Morales

Aren't AI hyperscalers supposed to pay for these upgrades?

AI data centers grid upgrade Maryland PJM Interconnection electricity cost data center expansion energy regulation transmission infrastructure

A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Electronic Equipment and Components/NYSE:COHR A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal May 09, 2026 Simply Wall St Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve

Coherent NVIDIA AI Data Center Optical Components Photonics Semiconductor Materials Stock Performance Valuation Analysis

Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Electronic Equipment and Components/NYSE:GLW Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for

Corning NVIDIA AI data center optical connectivity semiconductor manufacturing U.S. domestic production supply chain integration AI infrastructure

A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership - Yahoo Finance

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finance.yahoo.com 2026-05-09 Yahoo Finance

A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership Simply Wall St Fri, May 8, 2026 at 2:30 PM PDT 2 min read 1 GLW +2.49% NVDA +1.75% Explore stocks on Coinbase Trading disclosure Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Corning (GLW) is back on many investors’ screens after announcing a multi year part

Corning NVIDIA AI Data Center Fiber Optics Semiconductor Materials Investment Valuation Market Trends Revenue Growth

IREN Inks Deal With Nvidia, Scoring Major Victory for the Data Center Stock. Here's What Investors Need to Know - Yahoo Finance

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finance.yahoo.com 2026-05-09 Yahoo Finance

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IREN Inks Deal With Nvidia, Scoring Major Victory for the Data Center Stock. Here's What Investors Need to Know - The Motley Fool

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chromewebdata 2026-05-08 The Motley Fool

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Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance