Data Centers

With Dallas data center vacancy near an all-time low of 1.8%, Flexential's new 108 MW campus is a massive bet. Stephen Miller analyzes the strategy.

As Riot Platforms preps its Q2 earnings call, the real story isn't just Bitcoin. It's a strategic pivot to building the massive infrastructure for our digital future.

AMD's massive deal with Core Scientific reveals a new front in the AI war: infrastructure. Securing gigawatts of power signals a strategic shift beyond silicon.

A landmark 1.1GW deal for data center power reveals a critical truth: the AI revolution's insatiable energy demand is being met by on-site gas engines.

Data center titan Josh Joshi joins Rubix, a new player with a massive 8GW+ plan. Is this the move that will redefine the AI infrastructure arms race?

Navitas Semiconductor's shift to high-power markets is paying off. Q2 results show strong growth in AI infrastructure, proving its 'Navitas 2.0' pivot successful.

Power Solutions International appoints Richard Hu, a global industrial leader, as its new CEO. Is his deep operational expertise the key to unlocking the lucrative data center market?

Slovakian battery innovator InoBat is going public via a SPAC deal, aiming its advanced energy storage at the insatiable power demands of AI and data centers.

Comfort Systems USA's record profits aren't just about HVAC. They're a barometer for a massive, unseen build-out of our digital and industrial world.

Southern Company joins a White House pledge to make AI giants pay for their massive energy needs. Is this a real shield for ratepayers or a savvy political move?

As data center energy use draws scrutiny, an Ohio company's 'responsible neighbor' strategy with AMD's new Helios platform could set an industry standard.

A landmark public-private partnership aims to use AI to slash nuclear deployment costs and timelines. Is this the key to our clean energy future?

As MARA Holdings prepares its Q2 2026 earnings call, investors are watching more than just Bitcoin. The firm's costly pivot to AI faces a critical test.

Gradian Thermal Solutions launches by uniting four specialty firms, positioning itself under a veteran CEO to solve the immense cooling challenges of the AI era.

As AI pushes grids to the brink, an Irish firm's drop-in fluid additive offers a radical, immediate boost to energy efficiency for data centers and beyond.

As AI's energy demands soar, an Italian project is pioneering a zero-loss superconducting cable to revolutionize data centers and build a sustainable digital future.

As data centers and renewables strain the grid, private equity sees a golden opportunity. TJC's acquisition of Sunbelt Solomon is a bet on our digital future.

As Blackstone Digital Infrastructure Trust preps its first earnings report, all eyes are on how the newly-listed REIT will deploy its capital in the red-hot data center market.

WEKA's new WEKApod 3 breaks the exabyte-per-rack barrier, signaling a major shift in AI infrastructure economics amid power and space constraints.