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Written by Marc Guberti for The Motley Fool -> Keel has a 2.2-gigawatt pipeline and intends to secure three hyperscaler leases by the end of the year. Its mu…
The artificial intelligence (AI) boom has become one of the most powerful forces driving the stock market, fueling massive gains in semiconductor companies, da…
Written by Rich Smith for The Motley Fool -> Micron stock falls when investors worry about China or AI volatility. Micron stock rises when investors worry th…
AI debt insurance costs hit record highs as Asian chip stocks collapse, signaling waning investor confidence. This surge reveals that lenders now fear leverage…
Written by John Ballard for The Motley Fool -> Hyperscalers are still pouring money into AI compute, sending Astera's revenue up 93% year over year last quarte…
Written by Keithen Drury for The Motley Fool -> None of Nvidia's expected 2027 growth has been priced into the stock. Nvidia expects strong growth next year,…
Written by Adam Spatacco for The Motley Fool -> Hyperscalers are now targeting specialized memory and storage solutions in their infrastructure spending. Mic…
Alphabet had long been Wall Street's favorite hyperscaler due to its expertise in converting high capital expenditures into revenue. But investors expressed d…
Written by Bram Berkowitz for The Motley Fool -> Alphabet recently hiked its 2026 capital expenditure guidance due to soaring demand for compute. The hypersc…
Neoclouds offer rapid AI growth but carry heavy debt risks, while hyperscalers use strong cash flows for safer expansion. This choice determines whether high-r…
Written by Rick Orford for The Motley Fool -> IREN (NASDAQ: IREN) has more secured power, while Nebius (NASDAQ: NBIS) has secured some of the industry's most …
