Companies Front Lines War: Firms Brace for New Risks
Private firms are now on the front lines of geopolitics as digital and physical infrastructure becomes a battlefield....
Data Centers
This tag page aggregates six articles about Data Centers, AI demand, and infrastructure trends shaping data-center investments. Learn how developments can impact stock moves and portfolio strategies.
181 articles
Trillions Over Fate: The AI Investment War Heats Up
A multi trillion funding surge is intensifying the race to dominate AI, as tech giants and investors flood capital in...
Centuri’s Backlog Booming, Debt Looms on Stock Outlook
Centuri Holdings ends 2025 with a booming backlog and falling debt, yet investors face a high bar to justify lofty va...
Jerome Powell Says You’re Right: Data Centers Push Inflation
Federal Reserve Chair Jerome Powell acknowledges that AI-driven data-center expansion is lifting consumer costs in th...
Lumentum Soars NVIDIA’s Boom Fueled AI Data Center Rally
Lumentum shares jumped about 12% on a $2 billion NVIDIA partnership, as AI data-center buildout and robust backlog un...
Vertiv CEO: Liquid Cooling Capacity Surges for AI Centers
Vertiv CEO Giordano Albertazzi says liquid cooling capacity is expanding rapidly to support surging AI infrastructure...
NVIDIA’s Jensen Huang Thinks Demand Will Outpace Supply
NVIDIA signals a coming AI infrastructure wave, projecting demand that could exceed current forecasts and testing tal...
Vertiv Stock Just Spiked Again as AI Cooling Demand Surges
Vertiv stock just spiked again as demand for AI-ready cooling infrastructure fuels a renewed rally. Analysts say the ...
Prediction: IREN Could Be Biggest AI Infrastructure Winner
IREN is positioning itself as a key AI infrastructure partner as demand for GPU compute grows. This article explores ...
Super Micro CEO: We’re at the Center of AI Buildout
Super Micro Computer delivered a blowout Q2 as AI infrastructure demand drives orders for its Data Center Building Bl...
Prediction: Massive Infrastructure Growth Lifts Marvell Stocks
As AI workloads surge, data centers need faster, smarter networking. This piece examines the potential of a predictio...
Better Infrastructure Stock: IREN vs Applied Digital Showdown
IREN is reshaping its business from crypto mining to AI data centers. This analysis dives into how the move affects i...