datacenters Archives - Vista Partners LLC

Corning and Meta’s $6 Billion Fiber Tie-Up: AI’s New Glass Half Full -( $AMZN $GLW $META $NVDA $GOOG $MSFT )

by John F. Heerdink, Jr. January 27, 2026 262Views 0Likes

Corning (GLW) and Meta (META) just inked a multiyear, up to $6 billion agreement that effectively turns a 175-year-old glass maker into one of AI’s most important behind-the-scenes power players. The deal marries hyperscale data-center ambition with very tangible American manufacturing, and…

Humanity’s Awkward Tech Phase: Why AI’s “Teen Years” Might Be Our Most Important Decade Yet -( $NVDA $MU $CRWV $CRM $META )

by John F. Heerdink, Jr. January 27, 2026 220Views 0Likes

Humanity has quietly adopted a new roommate: a “country of geniuses in a datacenter” that never sleeps, drinks only electricity, and is learning faster than any prodigy in history. The question Dario Amodei raises is not whether this genius shows up, but…

Inside Salesforce’s $5.6 Billion Army Contract: A New Era for Military Cloud and AI Readiness -( $CRM )

by John F. Heerdink, Jr. January 27, 2026 109Views 0Likes

Salesforce (CRM) just landed a ten‑year, multibillion‑dollar date with the U.S. Army, and it is less about cute dashboards and more about rewiring how the military runs its sprawling, software‑defined empire. For investors, contractors, and rival cloud players, this is a loud,…

Singapore’s S$1 Billion AI Bet: The Tiny Island Making a Big Tech Power Play

by John F. Heerdink, Jr. January 25, 2026 144Views 0Likes

Singapore is writing a big‑tech future on a very small canvas, and it just sharpened the pen with more than S$1 billion (about US$779 million) in fresh AI and frontier‑tech funding over the next five years. This latest push cements the city‑state’s…

Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY )

by John F. Heerdink, Jr. January 25, 2026 168Views 0Likes

At Davos, Nvidia (NVDA) CEO Jensen Huang didn’t just talk his book; he effectively redrew the global capex budget for the next decade, arguing that the world is only a “few hundred billion” dollars into what will be a trillions‑of‑dollars AI infrastructure…

The Next Trillion‑Dollar Grid Trade: Automakers Supplying Batteries to AI Clouds -( $F $GM $TSLA )

by John F. Heerdink, Jr. January 21, 2026 260Views 0Likes

U.S. automakers are repositioning their EV battery bets into a new growth story: supplying grid and on‑site energy storage, with AI data centers emerging as one of the most coveted customers. Core narrative As EV demand cools and sales forecasts reset, automakers…

Inside America’s Data Center Mania: Trillions for AI, But Not Enough Workers to Wire It -( $F $SPY )

by John F. Heerdink, Jr. January 18, 2026 158Views 0Likes

America is racing to build the AI future, but Ford’s Jim Farley is warning that the country may run out of people to pour the concrete, pull the cable, and keep the servers humming long before it runs out of capital. At…

GE Vernova Doubles Dividend: How a New Energy Powerhouse Just Joined Wall Street’s Cash‑Return Elite -( $GEV $SPY )

by Vista Partners LLC December 11, 2025 395Views 0Likes

GE Vernova’s (NYSE: GEV) decision to double its quarterly dividend for early 2026 reads less like a routine board action and more like a coming‑of‑age announcement from Wall Street’s newest power broker in the energy transition trade. In a market where “capital…

Tag: datacenters

Corning and Meta’s $6 Billion Fiber Tie-Up: AI’s New Glass Half Full -( $AMZN $GLW $META $NVDA $GOOG $MSFT )

Humanity’s Awkward Tech Phase: Why AI’s “Teen Years” Might Be Our Most Important Decade Yet -( $NVDA $MU $CRWV $CRM $META )

Inside Salesforce’s $5.6 Billion Army Contract: A New Era for Military Cloud and AI Readiness -( $CRM )

Singapore’s S$1 Billion AI Bet: The Tiny Island Making a Big Tech Power Play

Nvidia’s Jensen Huang Just Drew the Map for a Trillion‑Dollar AI Buildout – ( $JPM $NVDA $SPY )

The Next Trillion‑Dollar Grid Trade: Automakers Supplying Batteries to AI Clouds -( $F $GM $TSLA )

Inside America’s Data Center Mania: Trillions for AI, But Not Enough Workers to Wire It -( $F $SPY )

GE Vernova Doubles Dividend: How a New Energy Powerhouse Just Joined Wall Street’s Cash‑Return Elite -( $GEV $SPY )

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