We came across a bullish thesis on WESCO International, Inc on Shailesh Kumar, MBA’s Substack. In this article, we will ...

If the deal closes, CoreWeave won’t have to pay rent to Core Scientific, a longtime partner, on several data center sites.

The federal government is using artificial intelligence to crack down on health care fraud schemes. The AI-powered crackdown ...

The Department of Energy (DOE) released a new report Monday warning of impending blackouts if the United States continues to ...

Key Takeaways Nvidia and AMD are dominating the AI chip market with record demand in 2025. Microsoft and Alphabet are expanding AI through cloud, software, ...

While AI may be the catalyst behind the recent wave of data company M&A, the market was ripe for consolidation.

The report takes issue with the disparity between the amount of renewables set to plug into the grid and the amount of “firm” sources like natural gas.

The new Amazon data centers in Madison will consume 50 to 100 percent as much electricity as every other home, business and ...

CoreWeave will acquire Core Scientific in a $9B deal, expanding its AI data center footprint and cutting $10B in future lease ...

In today's video, I discuss a recent bullish thesis affecting five artificial intelligence (AI) growth stocks, all focused on different solutions: AI hardware, AI software, AI data centers, and more.

AI workloads have fundamentally transformed data center communication requirements, introducing unprecedented demands for ...

As developing new data centers to power artificial intelligence (AI) becomes critically important, opportunity arises for ...