Data Center News

Morgan Stanley: 24% CAGR U.S. data center capacity through 2030

Jeffries labels $CIFR & $CORZ as top picks in HPC/AI DC

$GLXY applies for National Trust Bank Charter The proposed bank would bring digital asset services under a single federal framework, subject to OCC approval.

$IREN board member and director, Mike Alfred, joins $OPEN board of directors Opendoor Technologies appointed Mike Alfred to its Board of Directors, effective immediately, with a seat on its Nominating and Corporate Governance Committee.

BlackRock reports 4.8% ownership stake in Bitdeer $BTDR

Bank of America: $NBIS $310 PT is based on 8x our CY27E EV/Sales, at the high end of the cloud data center peer group at 5-8x, related to strong revenue growth.

China: Optical transceiver equipment market size to reach RMB30bn+ in 2026E, with 67% CAGR over 2025-28E $AAOI $LITE $COHR

Morgan Stanley expects a few lease deals over the next month including $RIOT Corsicana and potential $APLD lease expansions.

Bank of America’s bottom-up GW analysis sees ~212GW incremental capacity from 2026 to 2030 $BE $GEV $NUAI $SPCX

According to the Silicon Data H100 Rental Index, rental prices are more than 40% above the low despite Hopper GPUs being three generations old (if you count Rubin). $NVDA $AMD $SPCX $NBIS $IREN $CRWV

$NBIS: On-demand GPU rates increased ~17%-21% effective October 1st, 2026: Second hike in four months, bringing cumulative list rate increase to ~50%. B300 GPUs reaching $9.50/hour. Short- term capacity (six months or less) commanding $40-$50M/MW vs. $20-$25M/MW for 1-3 year contracts.

Morgan Stanley on PSPs: We view this as an opportunity to own stocks with the underlying, high quality value not reflected in current valuations. $WULF: $65 $CIFR: $51.50 $MARA: $10 $HUT: $275 $GLXY: $43 $APLD: $41 $RIOT: $35.50

Time to power bottleneck: US interconnection timelines increased from 1.5 years in 2005 to >5 years in 2025 Behind-the-meter (BTM) power has been pushed to 22% of data center projects under construction and 40% of the pipeline. $BE $NUAI $NBIS $CIFR $GEV $SLNH

Microsoft has committed at least more than ~$50 billion to neocloud capacity because Azure demand is still ahead of what it can build on its own. $MSFT $NBIS $SPCX $IREN $CRWV

$APLD CEO Wes Cummins purchased 55,803 shares at an average price of $18.04 on October 16th, 2026

Source: nitter.cf/smallcapsnipa/status/2…