Network diversity does not prevent outages, but it limits their impact and accelerates recovery. For data centers where ...

Communities are starting to push back against the massive data centers powering AI, citing concerns over utilities, noise, land use, and tax incentives. While AI’s effect on jobs and misinformation ...

This AI rally has quickly turned into a data center rally, where you won’t find anything for a sensible price. But that’s ...

I focus on valuation relative to the company's historical averages and why I consider the current valuation to be too ...

Goldman Sachs Research projects U.S. data centers will consume ~8% of national electricity by 2030, up from ~3% in 2022.

Alphabet and Amazon both look like great buys as the market shifts back toward growth stocks.

As power demand rises from data centers, electric vehicle charging and distributed energy resources, the need for proactive ...

As firms race to adopt AI, the real challenge lies in making data accessible, structured and usable across organizations. He ...

We believe elevated volatility is reinforcing the case for broadening equity exposure, not stepping away from it. Read more ...

Alex Bores is trying to win a congressional seat to represent part of New York City. Here’s why A.I. executives are funding ...

What scales is an operating model for resilience that helps teams respond consistently under pressure. That means contingency ...

When Rockland County, New York, approved nearly $77 million in tax breaks for JPMorgan Chase's datacenter expansion in 2024, ...