AI Data Center

GoPro

2026-09-01 20:03:33

GoPro Shifts to AI Data Centers, Shares Surge 50% in a Day

GoPro, known for its action cameras, announced a pivot to AI data centers, leveraging its patents for growth in tech and defense. The news sent its stock price up over 50% in a single day.

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GoPro

2026-09-01 14:09:07

GoPro Soars 79% on Plan to Merge with Photonics Firm Starman Optical, Entering AI Data Center Optical Market

GoPro's stock surged 79.17% after announcing a merger with Starman Optical, a US-based photonics company specializing in 800G/1.6T optical transceivers for AI data centers. Serenity said it hadn't anticipated GoPro entering the optical communications field this way, creating potential competition with Applied Optoelectronics and others.

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GoPro

2026-09-01 14:20:21

GoPro Surges Over 80% on Plan to Merge With Starman Optical for AI Optical Modules

On September 1, Serenity announced via a social media post that GoPro ($GPRO) plans to merge with photonics firm Starman Optical to enter the 800G/1.6T optical module market for AI data centers. The news drove GoPro's share price up by more than 80%. Serenity, as reported by BlockBeats, said the move caught it off guard, noting that 'GoPro competing with AAOI was absolutely not on my radar.' The leap from action cameras to AI data center optical communications is surprising, Serenity said, and the market's reaction to the transformation plan has been strong. The post, published on September 1, 2026, underscores the unexpected crossover between consumer electronics and AI infrastructure. GoPro's stock surge followed the announcement, which pairs the company with Starman Optical in a bid to challenge AAOI in high-speed optical modules used in AI data centers.

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SK Telecom

2026-08-29 10:24:52

SK Telecom to Spin Off AI Data Center Unit as SK Horizon, Eyes $2.2B

ChainCatcher reported, citing Yonhap, that SK Telecom, South Korea's largest mobile carrier, announced the spin-off of its AI data center (AIDC) business into a new independent entity, SK Horizon. The company plans to attract a total of 3.08 trillion Korean won (approximately $2.2 billion) in external funds. The spin-off transaction is expected to complete on February 1, 2027. Global private equity firm KKR, along with IMM Investment and Stonebridge Capital consortium, may participate in the investment.

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SK Group

2026-08-27 07:23:53

SK plans to sell 49% stake in Ulsan AI data center, with KKR taking 29%

SK Group plans to sell a 49% stake in its artificial intelligence data center in Ulsan, South Korea, to several private equity investors. SK Telecom and SK Broadband are expected to approve the deal at board meetings scheduled for Aug. 27. Under the proposed transaction, KKR would acquire a 29% stake, while a consortium formed by IMM Investment and Stonebridge Capital would buy the remaining 20%. The deal values the data center at about 3 trillion won and includes roughly 1.2 trillion won in new capital injection. The transaction structure and board timetable were reported in the source brief, which identified the involved buyers and the approximate valuation terms.

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SK Group

2026-08-27 07:26:38

SK Group plans to sell 49% stake in Ulsan AI data center

SK Group plans to sell a 49% stake in its artificial intelligence data center in Ulsan, South Korea, to several private equity firms, according to ChainCatcher. The transaction is set to go before the boards of SK Telecom and SK Broadband on Aug. 27 for approval. Under the proposed deal structure, KKR would acquire a 29% stake, while a consortium formed by IMM Investment and Stonebridge Capital would take the remaining 20%. The transaction is valued at about 3 trillion won and includes roughly 1.2 trillion won in capital increase. The report identifies the sale as a planned equity transaction tied to the Ulsan AI data center and names the participating buyers and ownership split. No additional details on closing timing or other terms were disclosed in the source material.

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Bitdeer

2026-08-26 11:14:11

Bitdeer mined 1,190 BTC in July as AI hosting pipeline expanded

Bitdeer said in its July 2026 production and operations update that it mined 1,190 BTC during the month, up 322% from a year earlier. The company reported about 76.7 EH/s of self-mining hash rate, 5.0 EH/s of other proprietary hash rate, and 18.7 EH/s tied to joint mining through third-party data center operations, bringing total proprietary hash rate to 81.7 EH/s. As of the end of July, it held 257 BTC, excluding customer deposits. On the AI side, Bitdeer disclosed a 16-year hosting lease valued at $4.7 billion with a Volta subsidiary for an AI/HPC data center at the Tydal site in Norway. If a one-time eight-year extension option is exercised, the total contract value could reach $8 billion. The company said 121 IT MW at the site will be fully equipped with NVIDIA GPUs for a leading AI lab, with a PUE of about 1.1 and 100% renewable energy use. It also said about $1.3 billion in letters of credit support is expected to be arranged by affiliates of two international financial institutions, subject to customary conditions.

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South Korea

2026-08-26 08:00:39

Lee Jae-myung to meet Jay Y. Lee as South Korea discusses Samsung and SK chip cluster investment

South Korean President Lee Jae-myung is set to meet Samsung Electronics Chairman Lee Jae-yong on Aug. 26 after previously holding talks with SK Group Chairman Chey Tae-won, with another meeting planned with Hyundai Motor Group Chairman Chung Euisun. According to ZDNet, the talks will center on investment in a semiconductor cluster in the country’s southwest region and the execution plans for three large-scale projects covering semiconductors, physical AI, and AI data centers, with a combined size of 4,755 trillion won. Samsung Electronics and SK Hynix had already announced plans in June to build the southwestern semiconductor cluster, while related power and water supply systems are also up for discussion. Lee’s meeting with Chung is also expected to focus on a 9 trillion won Saemangeum AI data center and robot cluster project, along with hurdles tied to permits, electricity, and land. Labor issues, pressure for investment in the United States, and an exception to the 52-hour workweek rule for R&D staff are also part of the agenda.

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