The explosion in data quantity has kept the marriage of computing and statistics thriving through successive hype cycles: “big data,” “data science,” and now “AI.” ...

Zero switching costs: Most wrapper companies don't own proprietary data, embedded workflows or deep integrations. A customer can switch to a competitor, or directly to ChatGPT, in minutes. There's no ...

Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?

People are afraid of an AI bubble. Whether it's real or not is a matter of debate, but BWX Technologies can allow you to profit from the AI bull market while keeping you insulated from any potential ...

OpenAI and Nvidia have gone on a blitz of AI infrastructure deals while hyperscalers continue to spend billions in capex.

Critics of the AI infrastructure spending boom say demand for the tech is inflated; advocates for the buildout, however, have ...

If you need data supporting a bullish investment case for this business, I’m guessing you don’t drive much, if at all. If you ...

Microsoft’s “token factory” AI data centers are reshaping AI economics as token costs plunge. See why this isn’t a bubble—and ...

You can’t help but feel uneasy when looking at market concentration. Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla now make up more than a third of the S&P 500, more than twice the level ...

The world's largest tech companies are on track to devote as much as $400B this year to data centers and chips as they race to build out artificial intelligence. The spending spree is single-handedly ...

India, Dec. 13 -- Every big leap in tech today seems to be powered by data centres, yet almost no one asks if these buildings are actually making any money? Companies are pouring in billions every few ...