AI’s next bottleneck is power: Chart of the Day
The AI trade started with chips. Now it’s running into the electric grid. US data center electricity demand…
This Company Could Become the Nvidia of AI Inference
It’s no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers’…
How Analyst Optimism on Data Center Cooling Strengthens EMCOR Group’s (EME) Investment Narrative
In recent days, EMCOR Group has drawn fresh attention after being highlighted as a leading data center cooling…
This Metal is Crucial for AI, Yet in Short Supply. Here Are 3 Top Mining Stocks to Buy to Capitalize on the Looming Deficit.
You cannot build a data center without copious amounts of copper — and that goes double for an…
Broadcom Builds Custom Chips for Google, Meta, Anthropic, and OpenAI. At 25 Times Forward Earnings, It’s the Cheapest Mega-Cap AI Stock Nobody Talks About.
Broadcom (NASDAQ: AVGO) is often overlooked in discussions about the AI market, which tend to focus on Nvidia’s…
Optical Networking Is AI’s Most Overlooked Bottleneck. Here’s Why This Nvidia-Backed Company Is the Stock to Own.
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world’s leading producer of…
Canadian pension giant joins race to fund India’s AI-fueled data center boom
Image Credits:Jason Marz / Getty Images As global investors race to fund the infrastructure underpinning the artificial-intelligence boom,…
Prediction: These Will Be Micron’s and Sandisk’s Stock Prices by the End of 2027
There have been few better stocks to own in 2026 than Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK).…
These 4 Core Artificial Intelligence (AI) Hyperscalers Are Screaming Buys Today
Artificial intelligence (AI) hyperscalers are among the most popular investments today. The big four are also the ones…
SpaceX and Google Want to Launch Data Centers Into Space — 2 Things Investors Should Know
The historic SpaceX (NASDAQ: SPCX) IPO is now behind us. The company successfully raised $75 billion from outside…
AMD (AMD) Signs Rackspace Deal To Build 30 MW Enterprise AI Cloud
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
Rackspace Shares Jump 30% After Securing AMD-Powered AI Infrastructure Agreement (RXT)
data center servers NEW SIZE ©BalticServers.com Major AI Compute Partnership Boosts Rackspace Stock Rackspace Technology (NASDAQ:RXT) shares surged…