The data center backlash
Voters in both blue and red states are rallying against AI infrastructure projects—and winning
GE Vernova's gas turbines aren't the only way it's winning from the AI boom
Electrification secured $2.4 billion in data center equipment orders during the first quarter of 2026, beating the segment's total for all of 2025.
Meta plans billions for first AI data center in Canada, largest outside the US
Facebook and Instagram parent Meta said Wednesday it will invest more than 13 billion Canadian dollars ($9.1 billion) to build its first artificial intelligence...
Anthropic signs lease for TeraWulf data center in Kentucky
TeraWulf is a crytpo mining company that has pivoted to AI data center infrastructure. Its stock is up more than 80% this year.
Meta is building its first big Canadian data center as AI expansion crosses the border
Meta is building its first big Canadian data center as AI expansion crosses the border.
An Investment Firm Shares an Under-the-Radar AI Play
Kerrisdale Capital revealed a bullish position in Regal Rexnord, emphasizing its exposure to hot AI plays in robotics, and data centers.