The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the…
Editor’s Note: a prior version of this article incorrectly stated the Eaton acquisition of Boyd Thermal was pending when the acquisition closed in March. This article has been reflected to reflect this…
Everyone’s talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations,…
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot…
Pre-Market Stock Futures: The futures are trading higher as we start the new trading week. There is an old saying, “Fool me once, shame on you; fool me twice, shame on me.”…
One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
India’s infrastructure boom is creating opportunities for U.S. industrial companies with the scale and capabilities to serve the world’s most populous nation. With ambitious renewable energy targets and massive agricultural modernization, India…
Pre-Market Stock Futures: The futures are trading flat on Tuesday after we opened the week on the downside, with all major indices finishing the day lower. With the Federal Reserve meeting this…
Outrunning Manufacturing’s Recession The U.S. manufacturing sector is grappling with a significant downturn, as shown by the latest ISM Manufacturing PMI index, which fell to 48.0 in July, marking its fifth consecutive…
Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue. The…
Powering Up the Future of Data Centers Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) next-generation 800V high-voltage direct current (HVDC) architecture is set to transform data center power delivery, addressing the escalating demands…
When investors think about monster stocks that went stratospheric over the past decade, companies like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) quickly come to mind. Yet there is one company most investors…
