Nvidia’s entry into the server CPU market with its Vera chip threatens to erode the market share of incumbents Intel and AMD…
Investors are pivoting beyond chipmakers to AI infrastructure leaders like Arista Networks, Vertiv, and CoreWeave, which provide the essential networking, power, and…
Applied Digital is leveraging a $2.4 billion investment in steam turbine technology to circumvent record-long lead times for traditional gas turbines, ensuring…
Qualcomm shares rose 3% after announcing a collaboration with Amazon to build next-generation AI data center infrastructure, focusing on customized silicon and…
Solaris Energy Infrastructure stock rallied 16% after the company reported successful progress in its transition from oil and gas services to the…
Johnson Controls lifts full-year profit guidance to $5.05 per share, driven by AI data-center demand, as the stock maintains a 21% year-to-date…
FuelCell Energy pivots to data center power, securing a major 380-megawatt framework agreement and expanding its total backlog to $3.6 billion as…
Global AI infrastructure requires $7 trillion in capital as firms like Anthropic seek massive debt financing to scale data centers and maintain…
Local authorities are considering an 18-month ban on data centers and crypto mining, potentially impacting regional demand for high-performance computing hardware and…
Equinix shares remain a Wall Street favorite as the company expands its AI ecosystem with Nvidia, driving record interconnections and double-digit growth…
Hut 8's Texas campus holds $19.6 billion in long-term leases tied to Anthropic's $35 billion AI deal, highlighting the surging value of…
Texas sets December deadline for grid reviews targeting data centers and crypto miners, raising compliance costs and potentially slowing Bitcoin mining expansion…