Initiate coverage on Nebius Group N.V. (NBIS) with a Strong Buy rating, citing its comprehensive AI ecosystem and neocloud ...
The sudden explosion of AI data center construction is making us all pay higher electrical bills, not just the tech companies ...
Discover why Nvidia Corporation's growth may be unsustainable as major clients overextend on AI spending. Click for my NVDA ...
Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers. That’s being passed ...
Brian Hearst, Aon’s data center and life sciences builders risk leader, noted that data centers have become attractive for many carriers, as thus far, there have been few major losses, aside from some ...
Companies like Amazon, Microsoft, Google, and Meta are rapidly building data centers amid the AI boom. Our interactive map ...
The demand for data centers is growing faster than our ability to mitigate their skyrocketing economic and environmental ...
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