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AI data centers are being established across the US, putting a strain on the electrical grid due to their high power requirements, and New York's electric grid is expected to see a 4,000 megawatt ...
European industrials are set for strong EPS expansion, with 2024–26 consensus growth of 12.5%, driven by defense spending, AI data-center expansion, and Germany’s ramp-up in public infrastructure ...
We’re in the hype cycle. There will be five years of overreliance. It will seem like AI can write better, move faster and ...
Joule, Caterpillar, and Wheeler Machinery Co. announced an agreement to power Joule’s High Performance Compute Data Center ...
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A ...
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate ...
An information systems expert explains why fairness and transparency are key to introducing new AI-driven enforcement ...
The enterprises that demand and verify strong security across every layer of their AI stack will be best positioned to lead ...
Google defends AI Search as traffic remains “stable,” but publishers report drops as AI summaries reduce the need to click.
"We have partnerships with Brookfield and also with Nvidia – these are our big partners for this gigabit factory," CEO Tim ...
Upgrading Arista Networks to a buy as hyperscale cloud capex creates a once-in-a-generation growth opportunity, despite a ...
Martin Marietta Materials posted a 12% rise in second-quarter profit on Thursday, aided by stronger pricing and ...
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