How can utilities plan grid and power plant investments for the AI and data center boom when forecasts are so speculative?

Following the spinoff of SanDisk, we expect Western Digital to focus on deleveraging, generating healthy free cash flows, and returning capital to shareholders. Western is expected to have $4.5 ...

Nebius Group's mixed 4Q24 earnings show challenges, but a strong 1Q25 ARR rebound is expected. Click here to find out why ...

TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

Apple plans to make a big bite into U.S. AI with a dizzying half-trillion dollar commitment in AI server manufacturing and ...

The artificial intelligence boom has brought an explosion in demand for electricity-hungry data centers. The Department of ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Microsoft CEO Satya Nadella made an eyebrow-raising appearance on a podcast, in which he dismissed the current hype ...

Palantir stock fell again Monday as reports over Microsoft pulling back on data center leases pressured artificial ...

Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...

A potential pullback by Microsoft on spending and data centre construction raises questions about whether the company — one ...