As hyperscalers hit grid limits, value shifts to gas producers, turbine makers, and copper miners. Here's how the AI power ...

Intel is quietly rewriting its own playbook, steering scarce manufacturing capacity toward data center Xeons that feed the AI ...

Why is a Chinese quant shop behind one of the world’s strongest open-weight LLMs? It turns out that modern quantitative ...

Q4 2025 Earnings Call January 20, 2026 10:00 AM ESTCompany ParticipantsMatt Curoe - Senior Director of Investor ...

Good day, ladies and gentlemen, and welcome to the MSCI Fourth Quarter 2025 Earnings Conference Call. As a reminder, this call is being recorded. [Operator Instructions] I would now like to turn the ...

AI has turned data centers into the hottest infrastructure asset on the planet, but the real bottleneck is no longer land, fiber, or chips. It is electricity. Behind the exuberant forecasts for ...

Advanced Micro Devices (AMD) shares closed nearly 6.5% higher on Jan. 13 after KeyBanc analyst John Vinh raised his rating on the chipmaker to “Overweight.” In his latest research note, Vinh said ...

Over the years, data centers have reinvented themselves through virtualization, the cloud and AI. The next iteration is ...

To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain ...

Li noted that the capex range reflects the dynamic nature of infrastructure capacity planning, which was highly variable in 2025 and will remain so in 2026. It is tied to the availability and pricing ...

Intel shares have already soared more than 30% this year. That's partially due to server chip shortages. Intel's server central processing unit (CPU) capacity is already nearly sold out for 2026, and ...

Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with ...