Is the recent emergence of Chinese AI startup DeepSeek, alongside supply chain issues for NVIDIA’s next-generation GB200 AI chips, prompting data center operators to ...
Flex Ltd.'s 3Q25 earnings exceeded expectations, with significant growth in data center revenue. Learn why FLEX stock is a ...
Artificial intelligence and increasing operational demand have positioned data centers at the center of many industry needs.
U.S. power demand is projected to grow 47% by 2040; we believe natural gas will continue to maintain its position as the ...
Renesas is likely to increase outsourcing as it offers more advanced chips. We believe investing 6% of revenue on capital spending is sufficient, which consists of converting old 200mm capacity for ...
The Trump administration is taking proactive measures to regain control over the Panama Canal and reduce Chinese influence at ...
The Utah House of Representatives unanimously passed a bill that sets up the Utah Energy Council, establishes energy development zones and creates a nuclear energy consortium as the state eyes a more ...
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Despite short-term headwinds due to customer warehouse overbuilds, we believe the pandemic only accelerated the need for automation given the strong secular trend toward e-commerce. Many of ...
As AI reshapes industries, data centers have evolved into critical drivers of innovation, sustainability, and customer trust.
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