Vinod Khosla: AI’s Energy Fix Without the Grid, Now
AI data centers are driving a new energy challenge as grid bottlenecks stall growth. Off-grid, flameless generators a...
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
Alphabet’s Stock Slump Spurs Tactical Buying Opportunity
As Alphabet grapples with a recent stock slump, analysts argue the dip may present a tactical buying opportunity amid...
America’s Hunger Reached Nashville: Zoo Data Center Clash
Nashville weighs a massive data-center project near the zoo, raising questions about energy bills, taxes, and funding...
Applied Digital CEO: AI Industry Faces Delays Through 2027
Applied Digital signals a slower AI data-center buildout through 2027 amid labor constraints, with hyperscalers pushi...
This Summer’s Heat Live Tests Data Center Resilience Now
The heat wave turning data centers into a real-time stress test is reshaping how investors and households think about...
Forget Chipmakers. 0.47% This Fund Owns Data Center Builders
A new ETF strategy shifts focus from AI chipmakers to the data-center buildout, charging 0.47% and backing the compan...
Insane Number HPE’s Just Signals Bloom Energy Buy Today
As AI builds out more data centers, the U.S. power grid faces mounting strain. HPE’s warning of a looming 19 gigawatt...
FuelCell Energy Rockets 24% as AI Data Center Push Diverges
FuelCell Energy surges on a major data-center deal, while Bloom Energy retreats, underscoring a rare divergence in th...
Could This Powerful Infrastructure Stock Be a Millionaire-Maker?
As AI accelerates, data centers and their support systems become the real backbone of growth. This article breaks dow...
SoftBank Dismisses Elon Musk’s Orbital Data Center Idea
SoftBank dismisses Elon Musk’s orbital data center idea, choosing immediate Earth-based expansion. The move comes as ...
Qualcomm Jumps 11%, Then Pulls Back on Meta Data Center Deal
Qualcomm surged in early trading after landing Meta Platforms as a data center customer for its Dragonfly chip, then ...
These Billionaire Investors Keep Betting on AI Infrastructure
In markets juggling record highs with recession fears, a few billionaire investors are doubling down on the backbone ...