Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

While sometimes overlooked, AMD has a big AI opportunity in front of it. Its partnership with OpenAI should be a big growth driver, while other opportunities are also emerging. The company has laid ...

In early January 2026, several investment firms, including BTIG and KeyBanc, upgraded Core Scientific after investors ...

Keeping up with all the news is a full-time job, so we've collated all the biggest and most impactful data center stories of 2025. Across a whole supplement, we also looked at the biggest stories in M ...

A company with $20 billion in annual revenue can’t commit $1.4 trillion to capital infrastructure. It’s simple math: by the end of 2026, market pressure is likely to push OpenAI toward scaling back ...

Artificial intelligence (AI) remains one of the best opportunities for investors in 2026. Key suppliers of hardware and data ...

In the golden hills of Puglia, a southern region of Italy known today for its olive trees, white cliffs and turquoise mediterranean coves, Lorenzo Avello has artificial intelligence on his mind.

Microsoft is planning to invest $400 million in a data center project in Castroville, Texas. As first reported by My San ...

Ratepayers shouldn’t have to pay for any of these additional investments.

IREN Limited's AI pivot is beating peers like MARA. See a DCF value of $80–$580 vs. ~$55, plus key upside drivers and risks.