Anant Raj shares surged 10% after the company clarified its business model, emphasizing its focus on real estate and data center infrastructure. The company reassured investors that AI developments, ...

AAON stock declined due to DeepSeek impact on AI data center demand, with potential long-term growth prospects. Read our ...

Chinese artificial intelligence startup DeepSeek stunned markets and AI experts with its claim that it built its immensely ...

Software model transitions from perpetual license to subscriptions are not new to investors, so we think the path should generally not surprise too much over the next couple years. We also think the ...

F5 is a financially sound firm, in our opinion. The company has a strong balance sheet, has solidly generated strong free cash flow, and possesses a war chest of cash. As of the end of fiscal 2024, F5 ...

SoftBank Corp. and Quantinuum today announced a partnership in quantum computing intended to "unlock innovative quantum ...

Oil and gas producer Chevron said on Tuesday it plans to build natural gas-based power plants next to data centers in the U.S ...

While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power.

Data: U.S. Census Bureau Quarterly Workforce Indicators; Note: Includes computing infrastructure providers, data processing, web hosting, and related services; Map: Alex Fitzpatrick/Axios California ...

US data centers will need 55 gigawatts of new power capacity within the next five years, according to a report released this ...

The rise of artificial intelligence, the digitization of the economy and everyday life’s growing computing needs have turbocharged the expansion of data centers, driving up a surge in electricity ...

Uptime Institute predicts the data center industry in 2025 will face pressure over resource consumption, grid integration ...