Evelyn Chow, Senior Research Analyst at Neuberger, discusses the evolving space race between the U.S. and China, highlighting ...

On January 13, Andy Power, CEO of Digital Realty, appeared on a CNBC Property Play interview to discuss the state of data ...

NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to ...

Analysts at Bernstein are out with a note describing three types of data center market types in the U.S., and highlighting stocks building or buying in the top markets, even as investors have ...

A modest proposal for cold hard cash.

Bank of America raised its price target on NVIDIA (NASDAQ:NVDA) to $320 from $300 on Wednesday, reiterating its Buy rating ...

TeraWulf (NasdaqCM:WULF) is shifting focus from Bitcoin mining to AI data centers, using its existing power infrastructure. The company is emphasizing long term access to low carbon energy sources ...

A plan from PJM Interconnection, the largest power grid operator in the U.S., to manage burgeoning power demand from data centers could accelerate deal-making between data-center owners and ...

AMD rose after an analyst upgrade pointed to stronger expectations for data center GPU demand, with upcoming earnings set to ...

The Suburb as Server Farm NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) wants the next AI factory to sit in your garage.

Robust spending and strong demand for AI infrastructure have reinforced analysts' confidence in several stocks after earnings ...