Buy: China data center operators with strong AI/HPC exposure (e.g., 21Vianet, also consider Huawei-linked infrastructure ...

China’s rapid expansion of AI-driven data centers is set to more than double electricity consumption from the sector by 2030, ...

As more AI data centers rise in New Jersey's suburbs, lawmakers are proposing energy tariffs and a ban on non-disclosure ...

The data center industry’s rapid growth has raised concerns among state lawmakers, who are now pushing to limit AI data ...

A minimum wage hike and a crackdown on data centers are unlikely to be received well by pro-business Republicans in the ...

AI’s rapid growth is driving a fundamental redesign of data centers, with surging rack densities, new workload patterns, and a booming cooling market projected to reach $46.3 billion by 2033.