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Think AI Stocks Are Overvalued? Invest in These Data Center Power Trades for the Next Growth Phase.
Super Micro (SMCI) — but the truth is, the artificial intelligence (AI) boom is running into a power crisis. Behind every ...
That came about two months after Microsoft also agreed to a multibillion-dollar deal with Nebius Group for needed AI ...
Investors are growing more cautious about the possibility of a deeper correction - despite November’s reputation as one of ...
Firms such as Blue Owl Capital have raised trillions in investing firepower. The artificial-intelligence build-out is a ...
Microsoft EVP of Cloud + AI Scott Guthrie says the goal is to be able to 10X the AI training every 18-24 months. This likely ...
IREN shifts from bitcoin mining to AI compute with a $10B Microsoft deal boosting ARR and trading at 4.6x 2026/2027 sales.
Google plans to pour $40 billion into three new data centers in Texas, a massive bet on the infrastructure needed to power ...
BlackRock's Global Infrastructure Partners and Spanish construction company ACS said they agreed to form a joint venture to develop data centers, with an initial portfolio valued at about 2 billion ...
Anthropic plans $50 billion in new AI data centers in Texas and New York, as Microsoft and others ramp up massive ...
The Richmond County project is one of the largest data center projects in the region, but it’s far from the only one.
What started as one Kenosha resident’s viral TikTok video has turned into a wave of concern and discussion over Microsoft’s ...
Artificial intelligence company Anthropic announced a $50 billion investment in computing infrastructure on Wednesday that ...
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