The implications are far reaching. DeepSeek’s breakthrough prompts a complete rethinking of how AI infrastructure is ...

Dan Niles backs Microsoft and Nvidia for Q2 earnings, citing strong AI momentum, fundamentals, and growth potential.

A massive AI data center proposed near Cheyenne, Wyoming, would use more electricity than all homes in the state combined.

OpenAI and Oracle have announced they will develop an additional 4.5 gigawatts of data center capacity, expanding their ...