Pure-play power infrastructure providers like Applied Digital, Cipher Mining, Core Scientific, Galaxy Digital, and TeraWulf offer superior risk-adjusted returns over neocloud providers in AI ...
Oracle’s record-breaking $332 billion in bookings signals a paradigm shift from cloud vendor to geopolitical GPU supplier, redefining its role in the AI era. Synopsys quietly commands global leverage ...
The real story isn't the short-term noise; it's the structural scarcity unfolding in U.S. power markets. Morgan Stanley recently warned of a potential 45GW shortage for data centers, with new projects ...
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