Power companies' stocks have been flying of late, tethered to the AI promise — and its lofty power needs. But this week's ...

Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no ...

MICHAEL BROWN is a Partner at Shield Capital, a Senior Distinguished Fellow at the Institute for Security and Technology, and ...

Gov. Shapiro said he wants to fast-track construction of power plants in Pennsylvania, and keep pace with other states that ...

Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

Data center operator DataBank has raised $250 million in an equity investment and an additional $600 million in a secondary ...

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to ...

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...

A Heath-Microsoft deal will provide the city $12 million for road and utility improvements around a Microsoft data center ...