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 ...

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 ...

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling ...

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

Microsoft has scrapped leases for sizeable data center capacity in the U.S., suggesting a potential oversupply at the tech ...

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

The newly acquired property will be located next to the proposed 1,700-acre data center park that's being developed by Tract.

Microsoft has begun canceling leases for a substantial amount of datacenter capacity in the U.S., TD Cowen said in a report.