#data centers
Total 13 articles
Nvidia wasn't the only AI winner in 2025. Discover 5 data center stocks like Lumentum and Micron that rallied over 200%, and analyze their prospects for 2026.
Japan's TEPCO plans to build AI data centers at the world's largest nuclear plant, Kashiwazaki-Kariwa, to fund its Fukushima liabilities. An analysis of the strategy, risks, and implications for the global AI infrastructure race.
AI's booming $61B data center market faces critical challenges from energy demands, private equity financing, and community pushback. How sustainable is this growth?
Micron's blowout earnings are more than a market beat; they're a key indicator of an accelerating AI hardware supercycle, reshaping the entire semiconductor industry.
AI's insatiable energy demand is pushing data centers off-planet. Discover the trillion-dollar race to build orbital infrastructure and its impact on investors.
The AI boom is fueling a data center construction frenzy. But can we retrofit old facilities? PRISM analyzes the tech, finance, and multi-trillion dollar risks.
Last Energy's $100M raise signals a major shift: solving AI's power crisis with mass-produced nuclear reactors based on old tech. This is a manufacturing play, not an R&D one.
The AI boom is fueling a data center construction frenzy. But can we retrofit old facilities? PRISM analyzes the tech, finance, and multi-trillion dollar risks.
Last Energy's $100M raise signals a major shift: solving AI's power crisis with mass-produced nuclear reactors based on old tech. This is a manufacturing play, not an R&D one.
Ford's $2B pivot to battery storage is more than a retreat from EVs. Our analysis shows it's a strategic move to power the AI boom and data center economy.
Oracle's denial of an OpenAI data center delay reveals a deeper crisis: the AI revolution is hitting the physical limits of infrastructure and power.
Oracle's alleged OpenAI delay highlights a critical truth: the AI revolution is hitting a physical wall. Discover the real infrastructure crisis challenging tech's biggest players.