In this piece, I am evaluating two data center stocks: Super Micro Computer (SMCI) and IBM (IBM). A closer look leads me to establish a bearish view for Super Micro Computer and a neutral view for ...
Data centers’ squat, industrial aesthetic is getting a vertical and visual upgrade, driven by artificial intelligence-fueled demands for computing power, as well as geographic necessity.
We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions ...
The power demands of AI computing are already huge and skyrocketing by the week. In 2022, AI data centers accounted for over 4% of U.S. electricity consumption, and by 2030 it’s estimated that ...