Total data center infrastructure equipment revenues probably reached $282B in 2024, and hyperscale data center capacity is ...
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and ...
Microsoft (NASDAQ: MSFT) made headlines late last week when it announced it would spend $80 billion this year building data ...
Hyperscaler investments dominated the market, but CIOs and their surrogates contributed to the spending surge, according to Synergy Research Group.
A large data center project that could span more than 1,000 acres and cost more than a $1 billion is being planned in Port ...
U.S. nuclear power provider Constellation Energy on Friday agreed to buy privately-held natural gas and geothermal company ...
I remember when our CEO, Daniel Erhardt, told me there is no energy transition. He often says there is an energy expansion. I ...
The tech giant will funnel more than half of the investments into U.S.-based facilities, Microsoft Vice Chair and President ...
AMD’s AI advancements are overshadowed by Nvidia’s CUDA. Find out why AMD stock is overvalued, while NVDA continues to lead ...
As energy use by data centers and AI computing keeps climbing, tech giants Amazon and Microsoft are searching for clean power ...
Constellation's acquisition of Calpine to bolster its energy portfolio with nuclear, natural gas, and geothermal to meet ...