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Written by Lee Samaha for The Motley Fool -> This ETF's 20 stock holdings help diversify stock-specific risk. AI data centers are increasingly using natural …
Written by Selena Maranjian for The Motley Fool -> Oklo is building small nuclear plants to power data centers. The company recently reported some revenue, b…
Amazon's deal for a new Ohio gas plant, set to open in 2028, could make it the largest U.S. climate polluter, despite Amazon's renewable energy pledges and net…
Wall Street is now considering local opposition to data centers as a credit risk for banks financing the AI infrastructure sector, due to community concerns ov…
Written by Matt DiLallo for The Motley Fool -> The AI infrastructure power story extends well beyond data centers. Advanced manufacturing facilities making t…
Alphabet's cloud business grew 82% in revenue, with a $514 billion backlog of multi-year contracts, suggesting over $128 billion in annual revenue by 2026. Thi…
Arista Networks reported $3B in revenue last quarter with 40% margins, outpacing Arm Holdings whose revenue fluctuates despite doubling AI server royalties. Th…
Written by John Ballard for The Motley Fool -> AI data centers are hitting a power wall, and Vertiv is a quiet winner, solving it with power and cooling effic…
Super Micro Computer booked over $60 billion in AI server orders last quarter, expecting gross margins to nearly double to 15%-17%, but trades at just $30 per …
Amazon’s planned gas-fired power plant in West Texas will emit 11 million tons of CO2 annually for Amazon’s data centers, contradicting its net-zero pledge and…
Written by Matt DiLallo for The Motley Fool -> Realty Income recently formed a $6 billion joint venture to invest in data centers. It sees a $1 trillion inve…
