"Providers can't build supply fast enough to keep up with demand," Kevin Restivo, director of data centre research at ...

As AI continues its rapid expansion across industries, new reports from JLL, Dell'Oro and UK-based Knight Frank explain how ...

CyrusOne and Compass Datacenters both set initial price thoughts on proposed ABS transactions on Wednesday as the market ...

European data centres face a 22% capacity growth but still struggle to meet AI demand, risking technological dependency on the U.S. and China. Energy-efficient AI models from China and increasing ...

BWX Technologies has a substantial competitive advantage in the new nuclear market. Click here to find out why I rate BWXT a ...

Silicon Motion Technology Corporation (NasdaqGS: SIMO) (“Silicon Motion” or the “Company”) today announced that its Board of Directors has authorized a new share repurchase program and approved ...

AMD has outlined its AI roadmap during recent earnings call: new Instinct MI350 now releases in mid-2025, next-gen MI400 arrives in 2026.

Greetings, and welcome to the AMD fourth-quarter and full year 2024 conference call. (Operator Instructions) . And as a reminder, this conference is being recorded. It is now my pleasure to introduce ...

Aligned Data Centers, a technology infrastructure company that offers sustainable, adaptive scale data centers and ...

Managers see mixed opportunities in emerging markets and a broadening opportunity set for small caps across global markets.

PPAs help secure renewable energy for data centers as demand from AI increases, but they do not guarantee a constant supply.

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...