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Chevron and Microsoft are locking in a 20-year power deal for a massive West Texas AI data center, Micron is becoming a key memory and storage supplier to Anthropic, and Nvidia is rethinking liquid cooling to reduce pressure on data-center water supplies.
Meanwhile, Salesforce’s record losing streak continues as investors question whether AI agents will strengthen the SaaS model or begin replacing parts of it.
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Micron was the clear standout, surging 6.82% on the day, while Bloom Energy was the only other gainer, rising 5.15%.
SpaceX was the biggest decliner, plunging 16.43%. IREN (-5.15%), Alphabet (-5.08%), and Amazon (-4.75%) also posted steep losses.
Meta fell 2.32%, NVIDIA declined 0.97%, and ASML finished nearly flat, down just 0.02%.
Headlines
Chevron strikes a 20-year Microsoft power deal for a massive West Texas AI data center. (The Wall Street Journal)
Micron jumps after signing a memory and storage supply partnership with Anthropic. (MarketWatch)
Salesforce extends a record losing streak as AI-agent fears pressure the SaaS model. (Barron’s)
Nvidia says warmer liquid-cooled AI systems could ease data-center water pressure. (Axios)
Fervo Energy rises after partnering with Nvidia on AI software for geothermal drilling. (Barron’s)
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