The AI and semiconductors rush is creating a data center boom
The US is in the midst of a pretty staggering electronics-related building boom. Demand is so huge, in fact, that data centers are almost all leased before they are built . It stems, in part, from the...
Companies are leasing data centers before they’re even built
Data center construction levels are at an all-time high. And more than ever, companies that need them have already called dibs. In the first quarter of 2024, what amounts to about half of the existing...
Data centers were devouring power before the AI boom even started
We’ve previously spotlighted the surge in select utility stocks like Constellation Energy, NRG, and Dominion, as an offshoot of the thriving AI trade embodied by Nvidia. But it’s worth noting that the...
Apple enters AI arms race with chips for data centers
We finally have a look at one of ’s long-awaited AI plays: the development of a chip to run AI software in data centers, codenamed Project ACDC or Apple Chips in Data Center. Whether this is enough to...