Buildout

Data center boom is pushing prices higher, according to Fed officials

Federal Reserve officials are increasingly pointing to the artificial intelligence buildout, rather than tariffs, to explain why the prices of goods keep risin…

You Won't Believe How Much Revenue AI Titans Need To Haul In For Data Center Binge

AI will need at least $4.2 trillion in new annual revenue by 2031 to support its massive infrastructure buildout, Bain estimates.

Fed's Barr: Surge of Investment and Related Demand from AI Buildout is Having Measurable Effect on Prices

Federal Reserve governor Michael Barr said further policy adjustments are likely to be needed to ensure inflation comes down to target in a timely fashion.

The data center buildout is driving blue collar job growth - and everything else is falling by the wayside

The data center buildout is driving blue collar job growth - and everything else is falling by the wayside

Fed's Cook Expects Continuing Inflation Pressure From AI Buildout in Coming Months

Looking ahead, Federal Reserve governor Lisa Cook said she will consider what policy rate may be needed to continue to guide inflation down to target.

3 Copper Stocks With P E Under 31

Oil has pushed above US$108 a barrel as conflict around the Strait of Hormuz disrupts energy routes and raises costs for heavy industry. That kind of squeeze o…

Debt-hungry AI companies face increased risk as bond yields spike

The AI infrastructure buildout shows no sign of slowing, but the surge in Treasury yields means it's at least going to cost more.

Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing

The funding, which comes from Third Point, Nvidia, and others, will fuel the company's massive AI data center buildout.

Alibaba shares jump as new AI chip, data center buildout plans unveiled

Alibaba shares jumped 3% in Hong Kong on Tuesday as the tech giant unveiled a new AI chip and plans to sharply expand its global data center capacity

The old new thing: Cisco and retro tech are back and forming the AI buildout's backbone

'Everybody forgot about them for 20 years. And now suddenly they're important again.'

Amazon, Palantir and 12 more top tech stock picks from UBS analysts

The AI data-center buildout is still early, and UBS says investors can cash in through investments across the technology, media and telecommunications sectors.

Generac shares surge on big Amazon deal. Wall Street thinks the generator stock has more to go

Analysts describe the deal as a "massive win" and say it bodes well for the computing capacity buildout.

Baker Hughes sees no slowdown in energy projects despite higher rates as AI buildouts stoke LNG demand

Baker Hughes has yet to see higher borrowing costs slow investment in major energy projects.

AI Agents Are Thirsty for Power

Silicon Valley is shifting away from chatbot queries toward a future filled with resource-intensive agentic AI - and it's driving the data center buildout.

Can AMD's Saudi AI Buildout Challenge NVIDIA and Broadcom?

The AI buildout is the 'new industrial revolution'

The AI buildout is the 'new industrial revolution'

Nvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout

Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to bui…

The big lesson from this week's earnings: The AI buildout is not a zero-sum game

Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.

a16z creates a $1.1B 'Machine Age' fund to 'accelerate the physical buildout of AI'

The firm, known for its focus on software, is going to start throwing more money at the hardware behind AI.

How Micron's $50 billion Boise buildout is reshaping its hometown

Micron's AI-fueled rise and expansion are creating jobs and wealth in Boise, Idaho, while adding pressure to housing, traffic and the city's identity.

An inside look at SK Hynix $720 billion AI-fueled buildout that's taking over South Korea

SK Hynix, the leading maker of high-bandwidth memory, is pouring $720 billion into memory factories to meet AI demand. We got an exclusive first look.

AI's costly buildout complicates the Fed's inflation fight

Tech leaders say AI will drive down costs. But slow corporate adoption and the data center buildout create inflation pressures that complicate the Fed's job.

Energy company sues data center over who should pay for AI buildout

At issue is who pays to expand energy infrastructure when a data center needs as much electricity as a midsize city.

3 Semiconductor Stocks Riding The AI Data Center Buildout

When a company like SK Hynix commits US$38.1b to new memory plants, it signals that the race to supply chips for AI and data centers is entering a new phase. T…

Eaton shares jump as its earnings and outlook show resilience of the AI buildout

Eaton investors had good reason to be concerned heading into Friday's results.

Rolls-Royce hikes guidance as it benefits from both the defense boom and AI data center buildout

Orders in the company's data center power business grew more than 50% in the first half of the year.

What more expensive corporate debt could mean for the AI buildout

Wider credit spreads are coming, and they will pressurize heavily indebted segments of the tech sector.

Intel raises 2026 capex above $20 billion, projects bigger 2027 buildout

Intel raises 2026 capex above $20 billion, projects bigger 2027 buildout

US government launches $17.5B loan program to accelerate nuclear buildout

In a boost to Cameco's (TSX: CCO; NYSE: CCJ) Westinghouse joint venture, the United States Department of Energy (DOE) said it's planning to provide $17.5 billi…

AI buildout gives tech investors new reasons to watch bond market

Tech giants are depleting cash reserves and raising debt in their ambitious data center buildouts, a dynamic that's forcing investors to watch interest rates.