Vertiv's revenues jump 30%, margins expand, and cooling capabilities increase via ThermoKey, helping it stand out against Super Micro Computer in AI data centers.

Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures high-performance servers, storage systems, and networking equipment, all of which are essential components of data centers. The stock ...

As the demand for high-capacity data centers skyrockets, developers want to build more facilities, faster. Instead, they are facing major delays. It is estimated that between 30% and 50% of the data ...

Super Micro shares were leading the S&P 500’s gainers on Monday.

Data center developers have mastered server density and cooling, but power interconnection remains stubbornly slow. Modular substations built in factories rather than fields are emerging as the most ...

We are watching a slow-moving trainwreck in the technology sector, and it is happening right in our own backyards. The technology industry has long operated under the assumption that if it built the ...

In 2024, Crusoe went from harnessing oilfield flare gas to mine bitcoin to going all in on the first phase an AI data center so big it needed a codename that sounded like an inside joke: Project ...

After years of custom‑built facilities, data center developers are charging into modular construction. The shift is accelerating delivery timelines — and creating a new set of headaches for the teams ...

Armada has raised a $230 million Series B round from investors at a $2 billion valuation and signed a manufacturing deal with Johnson Controls to build modular AI data centers in Arizona. The ...