Iran struck three AWS data centers and an Oracle facility in the Gulf while threatening OpenAI's $30B Stargate center in Abu Dhabi. The attacks mark the first military targeting of hyperscale cloud providers, potentially reshaping how the industry prices geopolitical risk for hundreds of billions in regional AI investments. #CloudSecurity #AIInfrastructure #GeopoliticalRisk

https://www.implicator.ai/silicon-valley-built-its-ai-future-in-a-war-zone-iran-just-sent-the-invoice/

Spanish startup Xoople raised $130M to build AI-powered earth monitoring systems, bringing total funding to $225M. The company spent seven years in stealth developing data pipelines before launching satellites, partnering with L3Harris for sensors and embedding in Microsoft/Esri platforms first. Commercial launch planned for Q2 2026.

#EarthObservation #SatelliteData #AIInfrastructure

https://www.implicator.ai/spains-xoople-raises-130-million-to-build-a-real-time-ai-data-layer-for-earth/

Yahoo Finance | Why Wall Street Is Still Bullish on Oracle Despite Its Steep Selloff

Wall Street remains bullish on Oracle despite its steep selloff, with analysts seeing significant upside driven by the company's strong fundamentals and growth prospects. Oracle's stock is trading near $146 while the consensus analyst price target stands at $246.46, representing a potential upside of over 68%. Although the stock is down 24.9% year to date and has fallen from a 52-week high of $345.72, Oracle recently reported what management called its strongest quarter in over 15 years, underscoring the disconnect between its current market valuation and operational performance.

The primary driver of Wall Street's optimism is Oracle's massive Remaining Performance Obligations (RPO) backlog, which reached $553 billion in Q3 FY2026 — up 325% year over year — fueled by large-scale AI infrastructure contracts. This backlog represents signed contracts not yet converted to revenue and signals strong future demand. Oracle's cloud infrastructure revenue grew 84% year over year to $4.89 billion, and total cloud revenue reached $8.91 billion, up 44%. Management has raised FY2027 revenue guidance to $90 billion and projects Oracle Cloud Infrastructure could scale to $144 billion over five years, much of which is already contracted in the RPO.

Analysts also highlight potential cost savings from workforce reductions, estimating layoffs could free up $8 billion to $10 billion in annual cash flow, which could be redirected toward debt service and AI infrastructure investment. While concerns remain about Oracle's rising debt — now at $124.7 billion — and negative free cash flow projected through 2030, the consensus among 33 of 44 analysts is a Buy rating. The bullish case hinges on the belief that Oracle's AI-driven cloud growth will validate its current investments, making the stock appear cheap at a forward P/E of 18x relative to its growth trajectory, provided macroeconomic and geopolitical headwinds subside.

Read more: https://finance.yahoo.com/markets/stocks/articles/why-wall-street-still-bullish-120550985.html

#wallstreet #analysts #remainingperformanceobligations #aiinfrastructure #oraclecloudinfrastructure

Yahoo Finance | Is Celestica Inc. (CLS) Among the Best Strong Buy AI Stocks to Invest In Now?

Celestica Inc. (CLS) is among the Best Strong Buy AI Stocks to Invest In Now.
On April 1, Susquehanna initiated coverage of Celestica Inc. (NYSE: CLS) with a Positive rating and a $375 price target, reflecting confidence in the company’s positioning within the rapidly expanding AI infrastructure ecosystem. The initiation underscores growing recognition of Celestica’s role in enabling next-generation data center and networking solutions.
On March 25, Celestica announced a leadership transition in which Michael Wilson will step down as board chair ahead of the May 19 annual meeting, with CEO Rob Mionis set to assume the role. The company also appointed Laurette Koellner as lead independent director and added David Reeder to the board. Celestica has evolved into a key provider of AI hardware infrastructure, offering high-performance networking, compute, and storage solutions for data centers, and is well-positioned to capitalize on long-term secular growth trends in AI and cloud infrastructure, supporting a strong upside investment case.

Read more: https://finance.yahoo.com/markets/stocks/articles/celestica-inc-cls-among-best-091417593.html

#celesticainc #ai-stocks #aiinfrastructure #data-centers #cloudinfrastructure

Yahoo Finance | Flex (FLEX) Announces $1.1B Acquisition to Boost Power Infrastructure Capabilities

Flex (FLEX) Announces $1.1B Acquisition to Boost Power Infrastructure Capabilities

Flex Ltd. (NASDAQ:FLEX) announced on March 30 a definitive agreement to acquire Electrical Power Products for approximately $1.1 billion in cash. The transaction is expected to be accretive to adjusted EPS within the first full fiscal year after closing. This acquisition significantly enhances Flex’s presence in the power infrastructure market, adding a business with projected annual revenue of around $323 million and a mid-to-high teens EBITDA margin. It also strengthens Flex’s capabilities in engineered power control systems, which are essential for utilities, industrial operations, and data centers.

The move aligns with Flex’s strategic focus on AI infrastructure, cloud computing, and power solutions. Analysts, including Baird, which initiated coverage on March 12 with an Outperform rating and a $70 price target, have highlighted Flex’s improving growth and margin profile. Baird specifically pointed to the power segment as a key driver, noting its role in meeting rising energy demands fueled by AI expansion and identifying clear opportunities for further margin improvement as the company shifts toward higher-value offerings.

Read more: https://finance.yahoo.com/sectors/technology/articles/flex-flex-announces-1-1b-091247943.html

#flexltd #nasdaq #aiinfrastructure #powersolutions #data-centers

All Content from Business Insider | For crypto miners turned AI stars, the real test is about to come by Daniel Geiger

A Bitdeer Technologies cryptocurrency mining data center under construction in Massillon, Ohio.Bloomberg/Getty Images; Tyler Le/BI

Former crypto miners are pivoting to AI, leveraging legacy power contracts to land deals with Big Tech.These firms must deliver complex, capital-intensive projects on tight timelines.Falling borrowing costs show lenders are betting these firms will be key to scaling infrastructure.They're the biggest beneficiaries of the artificial intelligence race you've never heard of.

While the largest tech firms have unveiled unprecedented spending for AI infrastructure, and leading language developers Anthropic and OpenAI close in on blockbuster IPOs, a group of former crypto-mining companies have quietly become power players amid the soaring demand for data centers.

Becoming AI power playersHigh-stakes and limited transparencyRead the original article on Business Insider

Read more: https://www.businessinsider.com/crypto-miners-ai-data-centers-big-tech-infrastructure-apld-iren-2026-4

#aiinfrastructure #artificial-intelligence #big-tech #data-centers #big-tech