Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...
AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.
Fresh on the heels of a controversy in which ChatGPT-maker OpenAI accused the Chinese company behind DeepSeek R1 of using its ...
The announcement comes as Meta CEO Mark Zuckerberg maintains the company’s ambitious AI strategy, which will require hefty ...
While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power.
For much of the last two years, Nvidia has been the biggest player in town when it comes to data center processors.
The reason why these stocks are being beaten down is that the DeepSeek news is causing investors to question how much money ...
Data centers are evolving from power consumers to key assets in the grid. In The Data Center Revolution, Kirk Offel and Daniel Crosby discuss how on-site generation, battery storage, and demand ...
Chevron and GE Vernova have partnered with investment firm Engine No. 1 to build natural-gas power stations for U.S. data ...
Shares of U.S. power, utility and natural gas companies sold off on Monday in some of the biggest recorded one-day drops, as ...
The emergence of a newly popular artificial intelligence (AI) model from Chinese startup DeepSeek is raising national security and data privacy concerns for the U.S., not unlike those that spurred a ...
The rapid rise of data centers has put many power industry demand forecasters on edge. Some predict the power-hungry nature ...