Broadcom (NASDAQ: AVGO) could end up being a big winner from the increase in spending by big tech in 2025 and beyond. Here's ...

Alphabet's $75B AI CapEx in 2025 fuels growth with 4X compute efficiency gains, driving ROI, market share, AI adoption, and ...

The Harding Loevner Global Developed Markets Equity composite fell 1.0% (gross) in Q4 2024, while the MSCI World Index was ...

A rather unexpected metric is perhaps the one from Morgan Stanley (via @Jukanlosreve) that counts the wafer consumption of AI ...

Last year, xAI built a massive data center in Memphis, but the company has also been quietly setting up another facility in Georgia.

This data center stake in Plano’s Legacy West is only the latest in data center development across North Texas.

It's not merely data center operators that are held in the ETF. Investors also gain exposure to leading semiconductor stocks ...

AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...

Data center development is creating enormous demand for power. With few options besides fossil fuels, interest has grown in burying the emissions.

Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.

Meta’s recent deal with Entergy would power its $10 billion Louisiana data center with 2,300 megawatts (MW) of combined-cycle gas and 1,500 MW of new solar plus storage – not eno ...