Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...

Over half of the investment is reserved for infrastructure. Microsoft President Brad Smith frames AI investment as key to ...

Total data center infrastructure equipment revenues probably reached $282B in 2024, and hyperscale data center capacity is ...

NuScale's regulatory approval for SMRs in the U.S. gives it a unique market position, with a major project to go live in 2029 ...

Big Tech hyperscalers like Amazon, Microsoft and Meta will expand development pipelines as they pursue gigawatt-scale ...

The accelerating adoption of AI has left little upside for many stocks in the space -- but others are poised to surge.

Arista Networks Inc (NYSE:ANET) was named a top AI pick by Goldman Sachs to start 2025. Last seen trading at $115.51 and up ...

We recently compiled a list of the 13 AI News and Ratings on Wall Street’s Radar. In this article, we are going to take a ...

A United Arab Emirates investment firm has pledged $20 billion to build new data centers targeting AI across a number of ...

Amazon's cloud computing division says that it plans to invest "at least" $11 billion in Georgia to expand its data center ...

Lisa Kudrow revealed during an interview on “The Drew Barrymore Show” (via People) that she recently discovered a note the ...

Bitcoin miner and artificial intelligence (AI) data center developer Gryphon Digital Mining is to develop a natural-gas ...