As AI continues its rapid expansion across industries, new reports from JLL, Dell'Oro and UK-based Knight Frank explain how ...

Data centers are evolving from power consumers to key assets in the grid. In The Data Center Revolution, Kirk Offel and Daniel Crosby discuss how on-site generation, battery storage, and demand ...

Caterpillar generators are a hot commodity among developers of computer data centers, despite challenges in some of the machinery maker's other business lines. Power-generat ...

Lisa Su, Chair and CEO, highlighted AMD's transformative year, emphasizing record annual revenue of $25.8 billion, a 14% increase year-over-year, driven by strong growth in the data center and client ...

The AI revolution has ushered in an era of exponential power and energy consumption. According to the US Department of Energy ...

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...

The rapid rise of data centers has put many power industry demand forecasters on edge. Some predict the power-hungry nature ...

As President Donald Trump’s announcement of the Stargate joint venture demonstrates, international stakeholders have been increasing their ...

Eaton Corporation on Friday forecast 2025 adjusted profit above Wall Street estimates, expecting demand for electrical equipment to remain strong due to an artificial intelligence-related data center ...

Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most ...