This is different from the past few years. Nvidia Corp., the original pick-and-shovel name in AI, used to dominate the ...

The report estimates that India’s installed data centre capacity, currently at around 960 megawatts (MW), is expected to rise ...

The concern centers on circular financial flows between Nvidia and companies that depend heavily on its chips. Nvidia has ...

CIFR's AI/HPC pivot gains traction with long-term AWS and Fluidstack deals, $8.5B in leases, and 544 MW contracted in one quarter.

Analysts see much bigger upside in a company like Pure Storage Inc., which is trading for $68 but is projected to reach $94 in 2026, a 38% leap. Other digital storage shares tied to AI include NetApp ...

Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a ...

The next wave of cloud transformation will be about strategic dependence, resilience, and architectural honesty.