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 ...

AI firm Nebius will break ground on its Independence hub this year. Keeping the center running will take four contracts and a ...

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 ...

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

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.

Data centers have been a big topic over the past few years, especially in Indiana. There's been a push for more data centers in the Midwest, specifically AI data centers. We've seen several move ...

Texas' AI data center boom will guzzle an increasingly hefty share of the state's tight water supply.

If you need data supporting a bullish investment case for this business, I’m guessing you don’t drive much, if at all. If you ...

Dominion Energy says its upcoming $11-a-month rate hike is driven by grid upgrades and inflation — not Virginia’s rapidly growing data-center industry. Critics note that Virginia hosts one of the ...

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.

The AI revolution has created obvious investment opportunities in semiconductor stocks like Nvidia (NASDAQ:NVDA) and even ...