"They should pivot to making the existing data centers more efficient and cleaner." ...
U.S. still depends on China, despite years of onshoring efforts.
Soaring demand for insurance coverage related to data center construction is creating a “meaningful growth opportunity” for ...
"It is a pretty wild puzzle at the moment." The post Almost Half of US Data Centers That Were Supposed to Open This Year ...
Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers ...
PJM Interconnection LLC is seeking 15 gigawatts of new power supplies in an emergency proposal to address potential ...
China’s data center operators are tapping a fast-growing asset-backed security market, raising more than a billion dollars ...
Blackstone Inc. filed for an initial public offering of a new data-center acquisition vehicle that plans to buy already-built ...
LITE stock gained 6% in the overnight sessions heading into Friday. ・‘We would be sold out through all of 2028 within two quarters,’ Hurlston. ・Stocktwits sentiment for LITE improved to ‘bearish’ on ...
Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center expansion effort.
Data centers are being delayed or cancelled altogether, and the number of challenges operators face just continues to grow.