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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…
Written by Daniel Sparks for The Motley Fool -> Microchip's fiscal first-quarter net sales rose 38% year over year to $1.485 billion, above the high end of gu…
Kevin O'Leary admitted his messaging was flawed for his planned 1.3 million-square-foot Utah data center, which faces pushback over energy and water concerns. …
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…
Marvell’s revenue jumped 27.6% to $2.42 billion in Q2, driven by a 27.2% surge in data center business to $1.83 billion due to high demand for its AI interconn…
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 proposed Texas data center would emit up to 5.8 million tons of CO₂ annually, making it the largest U.S. climate polluter, despite Amazon’s 2040 net-z…



























