Under this Executive Order, AI companies can apply to lease federal land from the DoD and DoE to build AI data centers.
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will ...
Big Tech hyperscalers like Amazon, Microsoft and Meta will expand development pipelines as they pursue gigawatt-scale ...
Coreweave has formally opened its first two data centers in the U.K. -- its first outside its domestic U.S. market.
This holiday season retailers saw the advantages of AI, and they arrived at the National Retail Federation show ready to ...
Nuclear reactors take a long time to build and Big Tech will use gas power to bridge the gap and meet its energy demands.
Uranium prices have hit an all-time high, with artificial intelligence data centers driving increased demand for nuclear fuel ...