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The data center boom is leading to a power crunch. These stocks are ahead of the curve, TD Cowen...
CNBC· 1 day agoSeveral stocks are well-positioned to benefit from any power supply bottlenecks resulting from rapid...
Marvell earnings display big AI revenue boost, but other areas still challenged
Market Watch· 3 hours agoData-center end-market revenue rose 87% from a year before, Marvell said Thursday afternoon. Chief...
Data centres could use 9% of US electricity by 2030 as AI grows, says institute
Verdict via Yahoo Finance· 8 hours agoData centres could use up to 9% of the total electricity generated in the US by 2030, according to...
With Nvidia Competition Looming, Is This Top Data Center Stock Still a Buy?
Motley Fool via Yahoo Finance· 14 hours agoShareholders of data center networking design and software provider Arista Networks (NYSE: ANET) got...
AI will require even more energy than we thought
Popular Science via Yahoo News· 6 hours agoIt’s no secret at this point that popular generative AI tools like OpenAI’s ChatGPT have a hefty data appetite. The billions, and sometimes trillions, of...
Commentary: Pausing SC incentives would slow growth of bitcoin mining data centers
The Post and Courier· 4 hours agoAs the S.C. Legislature considers sunsetting government incentives for new data centers, it's...
Tech giants form an industry group to help develop next-gen AI chip components
TechCrunch via Yahoo Finance· 3 hours agoAnnounced Thursday, the UALink Promoter Group — which also counts AMD (but not Arm just yet),...
Overruling Negative Misconceptions: Verde Solutions' New Utah Data Center Project
International Business Times· 3 hours agoData fuels global operations, providing crucial information that drives innovation, cutting-edge solutions, and business growth. To help better manage data storage and processing, data ...
Amazon gets zoning approval for massive data center campus in Luzerne County
PhillyVoice.com· 6 hours agoAmazon has received zoning approval to construct a new data center campus near two nuclear power...
AI data center needs poised to jolt power demand
Axios· 11 hours agoNew projections help crystallize a huge challenge: meeting the surging energy needs of data centers as artificial intelligence joins other forces pushing ...