Google & NVIDIA Push AI to Orbit, UBS Bullish on AI Data Centers

Investing.com -- The orbital data center thesis just got its most credible test yet: on Sep 24, 2026, Alphabet/Google (GOOG) announced Project Suncatcher — launching a prototype satellite carrying its own Tensor Processing Units (TPUs) into Low Earth Orbit (LEO) via SpaceX’s Transporter-18 rideshare. Meanwhile, NVIDIA (NVDA) has been named the exclusive chip supplier for SpaceX’s orbital data center ambitions — a constellation potentially scaling to one million compute satellites. Read more

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Investing.com -- Alphabet Inc's (NASDAQ: GOOGL) Google has officially launched Project Suncatcher, an ambitious orbital computing initiative aimed at deploying its proprietary artificial intelligence chips into space to bypass growing terrestrial energy and infrastructure constraints. The tech giant announced Thursday that it is preparing to launch a prototype satellite equipped with its Trillium Tensor Processing Units (TPUs) aboard SpaceX's (NASDAQ: SPCX) upcoming Transporter-18 rideshare miss

Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.

1. Hut 8 Corp (NASDAQ: HUT) - UBS set a Buy rating with a $143 price target, implying 45% upside. The analyst believes HUT offers the best

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Everpure shares are surging after the data storage company raised its fiscal 2028 outlook, citing growth opportunities from business with hyperscalers.

Shares of Everpure (P) were up nearly 18% to pace S&P 500 risers Thursday, a day after the data storage firm guided for fiscal 2028 revenue of $7 billion to $7.3 billion and operating income of $1.7 billion to $1.9 billion. Analysts polled by Visible Alpha had expecte