AI Data Center Deals, Q3 Beat and Fresh Wall Street Targets
Vertiv Holdings Co (NYSE: VRT) has become one of Wall Street’s favorite “picks-and-shovels” plays on the AI data…
Data center energy demand forecasted to soar nearly 300% through 2035
Planned data center construction shows no signs of fading, with new additions to require 2.7x — nearly triple…
K-shaped economy and ‘collective holding of breath’ about the AI bubble both appear in Fed’s temperature check
The Federal Reserve’s latest Beige Book shows a sharply diverging U.S. economy, where affluent households continue to spend…
Alphabet AI Chips, Gemini Model Position It to Rival Nvidia
(Bloomberg) — A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s…
‘We have nuclear waste sitting there’
More than a decade after Wisconsin’s Kewaunee Power Station shut down, developers are seeking approval to bring the…
PJM must meet this data center moment
The board of PJM — a little-known organization that greatly impacts how affordable electricity is for 67 million…
DigitalBridge Group, Inc. (DBRG) Gains Analyst Confidence on Strong Data Center Growth
DigitalBridge Group Inc. (NYSE:DBRG) is one of the top stocks offering high upside potential in data centers and…
DOE Announces $1B Loan for Constellation’s Crane Energy Center
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Google to invest $40 billion in AI data centers in Texas
Google is investing a huge chunk of money in Texas: According to a release, the company will invest…
Anatomy of a Franco-German tech misfire – POLITICO
While European countries have not yet aligned on a common definition of digital sovereignty — something many see…
BlackRock signs $26.8 billion deal with Spain’s ACS to develop data centers
BlackRock appears to be making a major move into data centers. Expansion reported Thursday, citing unnamed market sources,…
Turkcell partners with Google for 1st hyperscale data center in Türkiye
Turkish telecoms operator Turkcell announced on Wednesday a major partnership with Google for strategic cooperation on cloud technologies,…