AI Chips Today - BluSky Expands with Strategic Delta Data Center Land Acquisition

BluSky AI Inc. has announced a significant step in its strategic expansion by signing a non-binding letter of intent to acquire 25 acres of land within Creekstone Energy LLC's Delta Data Center Development. This acquisition will provide BluSky with access to up to 50 megawatts of scalable power, crucial for meeting the increasing demand for efficient and secure AI capabilities. The Delta Gigasite offers a unique advantage due to its location at the convergence of high-density fiber, renewable energy corridors, and tech growth zones. This initiative is part of BluSky's roadmap to develop next-generation AI compute campuses, aligning with sustainability and modular innovation goals. The company expects to finalize the transaction by the fourth quarter, with subsequent groundbreaking in late 2026.

In other market news, Giga Device Semiconductor (SHSE:603986) was a standout up 3.1% and ending trading at CN¥123.99. In the meantime, Semiconductor Manufacturing International (SEHK:981) lagged, down 5.9% to finish the session at HK$50.20.

Semiconductor Manufacturing International's aggressive capacity expansion is rapidly transforming its market position despite margin pressures. Discover more about SMIC's evolving landscape by exploring our in-depth narrative on the company.

You may also want to check out our Market Insights article titled "A.I. Enters the 'Show Me The Money' Phase," exploring the evolving landscape of AI Chips and the opportunities for savvy investors; act now before the window closes!

Best AI Chip Stocks

• Advanced Micro Devices (NasdaqGS:AMD) ended the day at $177.44 up 2.2%, near its 52-week high.
• NVIDIA (NasdaqGS:NVDA) settled at $175.51 down 0.7%, not far from its 52-week high. On Tuesday, the company announced its collaboration with onsemi to support 800 VDC power architectures for next-gen AI data centers.
• ASML Holding (ENXTAM:ASML) finished trading at €623.00 down 0.8%.

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• Click this link to deep-dive into the 56 companies within our AI Chip Stocks screener including Taiwan Semiconductor Manufacturing, Lam Research and Advanced Micro-Fabrication Equipment China.
• Looking For Alternative Opportunities? This technology could replace computers: discover the 26 stocks are working to make quantum computing a reality.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "BluSky AI Inc. Signs Letter of Intent to Acquire 25 Acres with up to 50 MW of Capacity in Strategic Expansion" from BluSky AI Inc. on GlobeNewswire (published 29 July 2025)

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