President Trump announced that major AI companies have agreed to pay the full costs of electricity and infrastructure for ...

AI is driving transformation at leading-edge enterprises. Here are the pure-plays, hyperscalers, hardware manufacturers, software vendors, and consultanies helping CIOs realize their AI visions.

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach ...

Demand for data center capacity to support AI, cloud computing, and internet services will continue to rise sharply in 2026. Most of this new capacity is pre-leased to large tech companies, or ...

Long-time readers of mine know that my favorite fundamental stories are “pick and shovel” investments. For instance, during the gold rush, the businesses that sold the picks, shovels, and denim jeans ...

Meta Platforms is pursuing a roughly 2-gigawatt artificial intelligence data center in Texas, targeting the same Abilene site ...

The Trump administration is drafting an executive order against Anthropic, the San Francisco AI startup behind Claude, even as a federal lawsuit over an existing government ban on the company plays ...

The global data center market is expanding rapidly, expected to be valued at around US$347.3 billion in 2026 and projected to reach US$801.5 billion by ...

How One Strategic Shift Created the Biggest Stock in the Market Before anyone had heard of ChatGPT or the AI revolution that has come to dominate the market, Nvidia (NVDA) was already a successful ...

Software companies argue that AI will not replace the sector, but transform it by integrating AI into existing platforms.

In July 2025, a small group of protesters gathered outside the United Nations' AI for Good Global Summit in Geneva, holding signs that highlighted a ...