Data Centers

Global X's new ETF targets the small modular reactor market, but investors must weigh Big Tech's enthusiasm against pre-revenue commercial realities.

As the component manufacturer prepares its Q3 2026 earnings, its operational performance offers a critical lens on global supply chains and electrification.

Salience Labs just secured $125 million from fierce rivals AMD and Intel to replace bottlenecked datacenter networks with silicon photonics.

As AI drives a massive data center bottleneck, Daikin Applied's expanded modular factory shifts HVAC from construction sites to the assembly line.

As AI hyperscalers drive power demand, Hecate Energy taps a former federal prosecutor to navigate its $1.2B SPAC merger and public market debut.

As AI drives massive data center growth, conflicting global battery safety codes threaten to stall infrastructure rollouts and spike insurance costs.

As AI processors consume unprecedented amounts of energy, a quiet revolution in semiconductor packaging is solving the looming power crisis from the bottom up.

As AI pushes power grids to the brink, a global coalition is turning to all-photonics networks to solve the energy crisis and secure digital sovereignty.

As AI rack densities surge, Cooler Master transitions from PC gaming to hyperscale infrastructure with a massive new liquid cooling ecosystem.

As AI shifts toward autonomous agents, ASUS unveiled a new multi-silicon infrastructure strategy at OCP 2026, balancing liquid and air cooling realities.

As AI data centers hit critical thermal limits, a new industry consortium proves that ditching DSPs for linear active copper can save watts and dollars.

By unifying mechanical and automation services under one roof, a 100% employee-owned firm is capitalizing on Atlanta's explosive data center construction boom.

As AI data centers and battery storage strain our electrical infrastructure, a new American-made inverter aims to solve the looming power density crisis.

As AI chips pivot from training to inference, the true bottleneck isn't silicon design—it's global power grids, custom ASICs, and sovereign investments.

As AI data centers strain the global grid, Alsym Energy's non-flammable sodium-ion batteries offer a radical, passive-cooling solution to power the future.

Hallador Energy’s record $700M power deal reveals a stark market reality: the AI data center boom is forcing utilities to pay a premium for aging fossil fuels.

Last Energy’s DOE safety approval for its Texas microreactor highlights a pragmatic shift in nuclear strategy, targeting AI data centers with proven tech.

A new financial newsletter pitch claims Elon Musk built a massive AI data center in space. We investigate the physics, filings, and retail investor tease.

As AI power demands clash with grid realities, Cedar Investment Group emerges with a 2-gigawatt pipeline, liquid cooling, and a community-first playbook.

TeraWulf doubles its Kentucky power contract to 1 gigawatt, highlighting the intense AI infrastructure race and the regulatory tightrope local utilities face.