The AI-driven surge in datacenters is reshaping global infrastructure at breakneck speed, with capacity set to explode by 20,800 MW between 2025 and 2027. Hyperscalers like Microsoft NYSE: MSFT , ...
DeepSeek shook the market, hitting Nvidia's shares hard and more recently leading to scrutiny of major OpenAI investor Microsoft's AI spending plans. Nvidia earnings on Wednesday after the close will ...