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datacenter: Archive
Bull of the Day: Vertiv Holdings (VRT)
by Bryan Hayes
This AI infrastructure provider boasts a rich partner base that includes the likes of Nvidia, Ballard Power Systems, Compass Datacenters, and Intel.
VRTPositive Net Change
artificial-intelligence computers datacenter earnings investing tech-stocks
The Coming Energy Shock: How AI Data Centers will Reshape Power Needs
by Andrew Rocco
Electricity demand in the US is accelerating rapidly, and the early signs of a long-term power crisis are already visible.
MSFTPositive Net Change CEGPositive Net Change FSLRPositive Net Change BENegative Net Change METAPositive Net Change NXTNegative Net Change OKLONegative Net Change
artificial-intelligence datacenter energy
Bull of the Day: Dycom Industries (DY)
by Tracey Ryniec
AI infrastructure is red hot.
DYNegative Net Change
artificial-intelligence construction datacenter utilities