Meta partners Broadcom as Google Anthropic use Broadcom silicon

Key Takeaways

• Oracle and Bloom Energy expanded their partnership for AI data centers, with Oracle deploying up to 2.8 gigawatts of Bloom Energy's fuel cell systems.
• Bloom Energy's stock surged over 20% due to AI data center demand, reporting a $20 billion backlog and 800-volt DC ready servers.
• Broadcom and Meta Platforms entered a multi-year partnership for custom AI accelerators and networking equipment for Meta's AI data centers.
• Meta joins Google and Anthropic as a key client for Broadcom's custom AI silicon.
• An AI agent named Claude successfully predicted stock rallies for Microsoft and Broadcom, citing Microsoft's Azure growth and Copilot subscriber numbers.
• Apple is pursuing an indirect AI strategy, focusing on hardware sales, App Store revenue, and privacy, rather than direct, large-scale AI model training investments like Microsoft.
• Taiwanese stocks, led by TSMC, reached a record high, driven by a resurgence in AI shares, underscoring Taiwan's importance in the global semiconductor supply chain.
• The Roundhill Memory ETF launched with $245 million, focusing on memory semiconductor stocks (e.g., SK Hynix, Micron, Samsung) to address the AI 'memory bottleneck'.
• Startup Orbital plans to launch its first space AI data center test mission by 2027, utilizing solar power and radiative cooling in low Earth orbit.
• ChainOperaAI (COAI) experienced 93.2% volatility and a 465% increase in trading volume, reaching $95.475 million, reflecting strong investor interest in AI-related cryptocurrencies.

Bloom Energy stock soars on AI data center demand

Bloom Energy's stock price jumped 23% as its solid oxide fuel cell technology becomes a key power source for AI data centers. The company's Q4 2025 revenue exceeded expectations, and its large backlog of $20 billion indicates strong future growth. Oracle has expanded its partnership with Bloom Energy, agreeing to deploy up to 2.8 gigawatts of fuel cell capacity. Bloom Energy's servers are now 800 volt DC ready, a crucial feature for next-generation AI racks.

Bloom Energy and Oracle fuel AI data center race

Bloom Energy's stock rose 14% and Oracle's stock increased 7% following an expanded deal for AI data center power. This partnership allows Oracle to deploy up to 2.8 gigawatts of Bloom Energy's fuel cell systems. Bloom Energy's backlog has reached approximately $20 billion, with product backlog at $6 billion. Oracle's investment includes a warrant to purchase Bloom Energy shares, aligning their interests. This deal helps Oracle address the high demand for AI infrastructure and its associated power needs.

AI agent buys Microsoft and Broadcom stocks before rally

An artificial intelligence agent named Claude identified Microsoft and Broadcom as strong buys before their recent stock rallies. The AI agent is unemotional and focuses on fundamental data, unlike human traders who can be swayed by headlines. Claude saw Microsoft's stock dip as a temporary mispricing, noting its strong Azure growth and Copilot subscriber numbers. It also recognized Broadcom's critical role in AI infrastructure development. The AI agent's strategy is to identify companies positioned to lead in AI over the long term.

COAI sees high volatility and trading surge

COAI, also known as ChainOperaAI, experienced a 93.2% volatility in the last 24 hours, with trading volume increasing by 465% to $95.475 million. This surge is largely driven by the booming AI sector. The cryptocurrency's price fluctuated significantly, rising from $0.2991 to $0.5777. Market sentiment is divided, with some analysts predicting further gains and others warning of a potential retracement. The increased trading activity reflects strong investor interest in AI-related assets.

Oracle and Bloom Energy strike AI data center power deal

Oracle and Bloom Energy shares surged after announcing a deal to provide more power for AI data centers. Oracle plans to acquire up to 2.8 gigawatts of Bloom Energy's systems to meet rising data center energy demands. This agreement supports Oracle's significant investments in data center expansion, including over $100 billion raised in debt. Bloom Energy's stock rose 22% following the announcement. The deal aims to address the growing need for power in the AI sector.

Orbital plans space AI data centers for 2027

Startup Orbital is planning its first test mission for AI data centers in space by 2027, aiming to overcome Earth's power limitations. The company will launch its first satellite, Orbital-1, on a SpaceX Falcon 9 rocket in April 2027. Orbital's strategy involves using solar power and radiative cooling in low Earth orbit to address the energy constraints of AI infrastructure. The company is also opening a research and development facility in Los Angeles called Factory-1. Orbital's approach focuses on AI inference, which is suitable for a satellite constellation.

Broadcom and Meta partner for AI data centers

Broadcom and Meta Platforms have signed a multi-year partnership to develop custom AI accelerators and networking equipment for Meta's future AI data centers. This collaboration includes Meta's participation in Broadcom's advisory board for AI hardware decisions. Meta joins Google and Anthropic as a key client for Broadcom's custom AI silicon. The deal involves a multi-phase, multi-gigawatt AI infrastructure build-out for Meta. This partnership deepens Broadcom's role in large-scale AI hardware development.

AI GPU rental platform offers passive income

Ai GPU Rental has increased its investment in AI computing and cloud GPU rental services to make managed infrastructure more accessible and generate passive income. The platform allows users to access high-performance computing without the cost of purchasing and maintaining hardware. This expansion supports the growing demand for AI infrastructure, enabling more users to scale their operations. Ai GPU Rental offers various compute plans, allowing users to earn revenue by participating in projects. The platform aims to simplify investment in the AI infrastructure market.

Apple could win AI race without major investment

Apple may achieve success in the AI race without significant direct investment in AI model training or labs, unlike competitors like Microsoft and Amazon. The company's strategy focuses on selling high-end consumer hardware that will become more essential with AI's growth. Apple could benefit from shorter hardware upgrade cycles and its reputation for privacy. Additionally, Apple can profit from AI advancements through its App Store. While improving Siri is a goal, Apple's approach suggests a strategy of indirect participation and leveraging existing strengths.

Taiwan stocks hit record high on AI comeback

Taiwanese stocks reached a new record, driven by a resurgence in AI shares and easing geopolitical tensions. The Taiex Index, led by Taiwan Semiconductor Manufacturing Co. (TSMC), rose 2.4%, with TSMC also hitting a new high. Investors are shifting focus back to the AI sector, which is a major global market driver. Taiwan, as a key semiconductor supplier, is expected to benefit greatly from this trend. The market sentiment improved as investors gained confidence in Taiwan's role in the global technology supply chain.

New ETF focuses on memory stocks for AI trade

The Roundhill Memory ETF, the first ETF dedicated to memory semiconductor stocks, has launched with $245 million in assets. This new fund aims to capitalize on the 'memory bottleneck' theme in AI, where data storage and transmission are becoming critical. The ETF focuses on companies like SK Hynix, Micron Technology, and Samsung Electronics, which are key suppliers of DRAM, essential for AI servers. While offering focused exposure, the ETF holds only nine stocks, with the top three comprising 73% of its portfolio, making it highly concentrated.

Sources

• Bloom Energy Rockets 23% as Fuel Cell Tech Becomes the AI Data Center Power Play of 2026
• Bloom Energy Jumps 14%, Oracle Rises 7% as Fuel Cell Deal Fuels AI Data Center Power Race
• A Claude Agent Bought These 2 Trillion-Dollar Artificial Intelligence (AI) Stocks Before the Ceasefire With Iran. Now They Are Both Rallying -- Is It Too Late to Buy?
• COAI (ChainOperaAI) 24-hour volatility at 93.2%: Trading volume surges 465%, strongly driven by the AI sector
• Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal
• Orbital aims for space AI data centers
• Broadcom And Meta Partnership Deepens AI Data Center Growth Story
• AI Cloud GPU Rental Platform Opens New Passive Income Opportunities as Digital Asset Capital Accelerates AI Infrastructure Growth
• Apple could win the AI race without running
• Taiwan’s Stocks Shrug Off Iran War to Hit Record on AI Comeback
• Memory Mania: A New ETF for a Hot AI Trade