Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning ...

Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...

OpenAI became the guy everyone kept running into in 2025, both for good and bad reasons, drawing just as much admiration as ...

The chip designer built its reputation on speedy chips, but it also offers a range of its own AI models, from physics ...

The data centers used for work on artificial intelligence can cost tens of billions to build. Tech giants are finding ways to avoid being on the hook for some of those costs.

Neocloud vendors or neoscalers are increasingly looking to network together AI data centers to provide the compute for ...

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's ...

The ChatGPT maker sparked this generation's tech revolution. Can AI's biggest engine continue to drive its gold rush?

CoreWeave ( CRWV 7.92%) has taken investors on quite the roller-coaster ride in 2025. The stock is up over 125% since its ...

Core Scientific stock has seen a modest trim to its fair value estimate, from $27.65 to $26.82 per share, even as Street sentiment turns more constructive following the termination of the CoreWeave ...

The queasiness about the AI trade involves its uses, the enormous cost of developing it, and whether consumers ultimately ...

The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.