The U.S. hyperscale data center market is projected to expand at a CAGR of 7.47% from 2024 to 2030, driven by AI, ML, and automation demands. Key trends include liquid cooling solutions for AI workloads, which improve efficiency and reduce downtime risks. Significant investments are being made, like IREN's 75 MW AI data center in Texas and Vantage's $25 billion Frontier Campus. Microsoft and Google are advancing energy-efficient technologies, aiming for sustainability goals. Northern Virginia re...
Continue ReadingThese tech juggernauts offer attractive return prospects...
Continue ReadingCurious whether the buzzy field of quantum computing finally deserves a spot in your portfolio? Here's what the new money signals for investors -- and how to size your bets...
Continue ReadingRevenue growth recently accelerated in some of Alphabet's core businesses, including Google Search and Google Cloud...
Continue ReadingZacks highlights Amazon, Microsoft, IonQ, Google, and IBM as key beneficiaries of rising quantum computing investments fueled by renewed U.S. government support and global funding momentum...
Continue ReadingAI is now driving a meaningful portion of US economic growth. Check out my capital allocation to safely play the AI build-out...
Continue ReadingKuku plans to expand beyond India with a U.S. launch slated for next year...
Continue ReadingA small number of companies dominate US equity market size and earnings, making investors reliant on the fortunes of a select few...
Continue ReadingThe stock market whipsawed again Wednesday, but mostly closed higher. Google, Tesla and Nvidia teased buys. Taiwan Semi earnings loom...
Continue ReadingNotion that Google has lost the ability to innovate is a common refrain that we have heard over the past several years and one that we subscribed to ourselves at one stage. Read more here...
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