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datacenter: Archive

Bryan Hayes

Bull of the Day: Vertiv Holdings (VRT)

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

Andrew Rocco

The Coming Energy Shock: How AI Data Centers will Reshape Power Needs

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

Tracey Ryniec

Bull of the Day: Dycom Industries (DY)

AI infrastructure is red hot.

DYNegative Net Change