News cycles are increasingly dominated by debates about AI’s impact on power systems, consumer energy prices, grid emissions ...
The explosion of AI companies has pushed demand for computing power to new extremes, and companies like CoreWeave, Together AI and Lambda Labs have capitalized on that demand, attracting immense ...
Vertiv highlights five trends driving changes at data centres, including a massive shift towards addressing AI-focused data centres.
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U.S. AI data centers to lead surge in energy storage demand over the next five years, UBS
According to UBS Securities, the expansion of U.S. AI data centers is expected to drive an increase in energy storage demand over the next five years, as batteries become increasingly necessary to ...
Data centers remain underrepresented in many institutional real estate portfolios despite strong historical performance in both the public and private markets. Growth in the sector is fueled by rising ...
Hard-drive lead times have gone from a few weeks to more than a year due to AI demands, and enterprise flash storage prices are expected to rise with surging demand. After GPUs, storage capacity has ...
The SSDs vs HDDs 2026 debate is heating up as NAND flash prices drop around 30% annually, while new HAMR HDDs reach capacities exceeding 40TB for large-scale data centers. Storage future forecasts ...
With data center developers in Texas and most other states now commonly deploying fossil fuel generators as backup power sources, a nascent industry from the renewable side of power generation—battery ...
The best AI stocks to buy in 2026 will be a select group that captures sustained artificial intelligence data center growth.
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