Google has announced plans to build a second data center in Latin America, this time in Canelones, Uruguay. This $850 million investment highlights the growing demand for cloud services and AI infrastructure in the region and globally. The new facility is expected to contribute significantly to the development of Uruguay’s technology sector.
Nvidia exceeded expectations in its second-quarter earnings report, driven by strong data center performance. However, the stock dipped after hours, prompting varied reactions from Wall Street analysts. Some see it as a buying opportunity, while others remain cautious about margin pressures and future growth.
Nvidia’s strong Q2 earnings, driven by data center revenue, have triggered mixed reactions from ETFs tracking the company. While some ETFs saw gains, others experienced declines, reflecting the complexities of the semiconductor market and the company’s performance.
NVIDIA’s Q2 2025 financial results show record revenue, fueled by the strong demand for AI hardware. Interestingly, Gaming revenue also saw an increase, defying the downturn in gaming hardware sales across the industry. This could be attributed to the use of GeForce RTX GPUs for both gaming and AI workloads.
Nvidia exceeded expectations in its second-quarter earnings, driven by strong data center revenue. However, the company’s gross margin contracted from the previous quarter. Despite the positive results, the stock fell in after-hours trading. Investors are keenly focused on the timeline for the new Blackwell 200 AI accelerator, which has reportedly faced delays.
Edged Energy, a leading sustainable infrastructure provider, has opened its first North American data center in Atlanta, Georgia. The state-of-the-art facility, located at the former Tilford Yard, is designed to meet the growing demand for high-density artificial intelligence workloads. The campus features advanced waterless cooling technology, ultra-efficient energy systems, and a commitment to environmental sustainability. The project is expected to generate significant economic benefits for the region, including hundreds of new jobs and millions in tax revenue.
Barrio Energy has acquired and begun rehabilitating a 12MW data center in Tyler, Texas, marking another significant investment in the state’s growing digital infrastructure. The new facility will contribute to Tyler’s dynamic business environment and provide reliable energy solutions to large-scale energy users in the region.
Goldman Sachs remains optimistic about Nvidia’s future growth, particularly in the Data Center segment, driven by strong AI demand. The investment bank expects robust revenue growth from Nvidia’s data center segment and sees continued strength in the Networking business. Goldman Sachs outlines various scenarios for Nvidia’s stock price, ranging from a potential 89% upside to a 61% downside, largely dependent on the performance of the Data Center segment.
AMD is acquiring server maker ZT Systems for $4.9 billion, aiming to strengthen its position in the rapidly growing AI market and compete directly with industry leader NVIDIA. This acquisition grants AMD access to ZT Systems’ expertise in custom AI infrastructure, allowing AMD to offer complete AI server solutions and challenge NVIDIA’s current dominance.
SiFive has launched its latest RISC-V processor, the SiFive Performance P870-D, designed for data center applications. Featuring up to 256 cores and advanced features like cross-cluster communication and reliability, the P870-D aims to deliver high performance and energy efficiency for demanding workloads, potentially rivaling offerings from AMD and Intel.
