Equinix, Digital Realty REITs In Focus As AI Frenzy Drives $50 Billion Data Center Construction Surge - E
Data center spending hits a record $50B, surpassing office construction. Discover how REITs Equinix & Digital Realty profit from the AI boom.
A college student built a map showing the latest developments in data center policies in North America, Europe, and Asia.
Data center spending hits a record $50B, surpassing office construction. Discover how REITs Equinix & Digital Realty profit from the AI boom.
Jim Cramer urges towns to demand 'strict adherence' to pollution rules and extract value from neo-cloud hyperscaler data centers.
Modular data center builder Armada has raised $230 million from investors at a valuation of $2 billion, with BlackRock becoming a new investor.
Berkshire's record cash pile, cautious dealmaking and Greg Abel's disciplined strategy highlight a fortress balance sheet, strong insurance results and a hard?...
Democrat Tom Steyer has been playing up his track record of climate advocacy in his bid for California governor.
Utah is moving ahead with plans to build Kevin O’Leary’s 40,000-acre Stratos Project data center, despite public outcry and warnings from experts.
Two national controversies — A.I. data centers and ICE detention centers — are converging in one swing congressional district. Our Southwest reporter Reis T...
O'Leary said false claims targeted his Utah AI project and alleged China-linked funding networks helped fuel opposition campaigns.
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Anthropic is paying SpaceX $15 billion a year for access to AI data center capacity, the rocket company’s recently filed IPO reveals.
Global copper demand is rising, driven by electric vehicles, data centers, renewable energy and the overhaul of the aging power grid. The company's Wilmac Copp...
Shares headed for their best day in more than two decades after Cisco blew past its AI infrastructure and hyperscaler orders guidance for the fiscal year
Tesla and SpaceX CEO Elon Musk reaffirmed orbital datacenters as Jensen Huang outlined the growing need for energy to operate AI.
xAI adds 19 more portable natural gas turbines at its Colossus 2 data center site amid an ongoing lawsuit.
A new report alleges foreign influence from China, including state media and funded nonprofits like CodePink, is driving campaigns to block U.S. AI data center ...
Countries around the world are racing to deploy nuclear technology — and potentially making themselves targets
Discover why Cipher Mining Inc. (NASDAQ:CIFR) stock is surging on Wednesday as Morgan Stanley raises its price target amid a massive AI data center pivot.
Analog Devices reportedly nears $1.5 billion Empower deal to boost AI data center and processor chip capabilities.
Hut 8's $9.8B lease and Fluence's hyperscaler deals prove the AI power trade is primary. But Google's orbital ambition introduces a new risk.
FuelCell Energy (NASDAQ: FCEL) stock dips Thursday as traders take profits after a 52-week high. Read why the AI data center boom is cooling off today.
CoreWeave shares climbed after the company launched AI-focused Sandboxes for reinforcement learning workloads.
Meta CEO Mark Zuckerberg said his company could enter the cloud computing market if it overspends on data centers and has excess capacity.
A proposal to build a data center in a small New Hampshire town was abruptly withdrawn amid fierce public backlash.
The mass producible iHBM solution tries to lessen the 3D packaged chip`s heat removal problem via Integrated Cooling Elements.
Qumulo and Cisco target the 5% GPU utilization problem with Cloud AI Accelerator and direct hyperscaler AI endpoints.
Erin Brockovich is training her sights on artificial intelligence, and she's doing it with a map. The environmental activist has launched the Brockovich AI Dat...
Verda selects Supermicro liquid-cooled NVIDIA Blackwell systems for its European AI cloud serving regulated enterprises.
Discover more about what's new at AWS with Amazon EMR now supports Apache Spark 4.0.2 in general availability
Optimize BI dashboard performance and reduce costs with Databricks managed tables, liquid clustering, Metric Views, and aggregate-aware materialization.
Ahead of its annual summit, Snowflake's largest-ever infrastructure commitment signals where the company expects its workloads (and its business) to go.
The business group Greater St. Louis Inc. on Wednesday hosted a panel discussion at its downtown headquarters to tout the benefits of the centers.
The national environmental group accused county officials of approving the project in fragments, obscuring the scale of the development from the public.
Learn how Azure Local brings a secure cloud experience on-premises to help organizations satisfy strict digital sovereignty mandates.
Caterpillar and Deere are key global manufacturers of high-and-heavy cargo and considered bellwether companies for the ro/ro breakbulk shipping segment.
In this post, we explore how Buildkite uses Amazon Managed Streaming for Apache Kafka (Amazon MSK) and Amazon Managed Service for Apache Flink to power Test Eng...
Data center spending is the 5th largest infrastructure project in history. Theory Ventures' Tomasz Tunguz breaks down what nobody appreciates about the scale.
AMD's data center revenue surged 57% to $5.78B as EPYC and Instinct ramp; Helios/MI platforms fuel big AI ambitions amid fierce rivals.
The environmental activist is known for a successful 1990s lawsuit against PG&E for groundwater contamination in California.
We are always prepared to pounce, even willing to break our discipline, because the data center explosion may be the greatest stock story of all time.
Kongsberg NanoAvionics sets sights on building and supporting sovereign constellations
Starcloud’s path to 88,000 computing satellites
Are AI costs, data center spending, and debt signaling a tech bubble? A critical look at claims about AI economics, energy use, and industry limits.
Cerebras CEO Andrew Feldman says the AI industry has done a poor job of selling data centers to the public. He has a different message in mind, modeled after Mi...
Blackstone is partnering with Google to launch a U.S.-based AI infrastructure company powered by Google’s TPU chips.
Panthalassa raised $140 million to develop floating AI computing nodes powered by ocean waves. The company plans to deploy its Ocean-3 pilot series in the Pacif...
SK Hynix is a top supplier of memory chips to Nvidia, whose AI accelerators have become the backbone of the AI race.
VNET gains strategic investors set to acquire a 38.1% stake as the company deepens partnerships across China's growing AI data center industry.
Walmart will eliminate or relocate about 1,000 corporate workers as it consolidates parts of its global technology and product teams.