Micron makes hardware components that are critical for AI data centers, and demand is exceeding supply, yet its stock is one ...

JLL's 2026 Global Data Center Outlook report highlights a massive $3 trillion supercycle in data center infrastructure, ...

CFEX, Inc., announced today the general availability of its AI Billing Solution to help participants in the AI value chain monetize the whole AI stack — from energy to GPUs to training data to ...

Advanced Micro Devices, Inc.'s valuation is not compelling as it trades at a 30% premium to peers, but rising earnings expectations offset this. Learn more about AMD stock here.

Semiconductors and data centers are emerging as the critical leverage points of the physical backbone of the AI economy.

The global data center sector is set to nearly double in size over the coming four years, scaling to deliver up to 200 ...

In November, Brookfield launched a $100 billion AI infrastructure program, anchored by the Brookfield Artificial Intelligence ...

AI is now said to be rewiring the economics of data centers. This, according to a recent update shared by CB Insights which noted that steady growth in large language models is increasingly pushing ...

Forbes contributors publish independent expert analyses and insights. Anna Shedletsky writes about manufacturing technology, data, and AI. America’s AI race is accelerating at a blistering pace, and ...

The Hyperion project, expected to be Meta’s largest AI-focused data center, is going to be powered by at least three natural ...