Infrastructure

Will Power Constraints Halt the Data Center Rally?
Infrastructure Will Power Constraints Halt the Data Center Rally?

The incredible momentum that propelled data center stocks to new heights throughout 2025 is now confronting the unyielding laws of physics and economics as the year draws to a close. While the voracious appetite for artificial intelligence continues to fuel a historic capital expenditure cycle, a

Is the AI-Driven Copper Boom a New Dot-Com Bubble?
Infrastructure Is the AI-Driven Copper Boom a New Dot-Com Bubble?

The astonishing revelation that data center investments accounted for an overwhelming 92% of all U.S. GDP growth in the first half of 2025 has sent shockwaves through financial markets, firmly establishing artificial intelligence as the primary engine of the economy. This unprecedented expansion

Utilities Cash In on the Data Center Land Rush
Infrastructure Utilities Cash In on the Data Center Land Rush

The New Digital Gold Rush Powering the AI Boom An unprecedented global demand for land and power, driven by cloud computing and artificial intelligence, has positioned traditional utility companies as key beneficiaries in a new digital gold rush. Once proprietors of aging assets, these firms are at

Failing Grid and Inflation Drive Up U.S. Power Costs
Infrastructure Failing Grid and Inflation Drive Up U.S. Power Costs

Across the United States, millions of Americans opening their utility bills in 2025 are experiencing a jarring sticker shock, as a confluence of powerful forces has driven the average cost of electricity up by a staggering 13%. This significant financial strain on both households and businesses is

How Power Scarcity Rewrote the Rules for Hyperscalers
Infrastructure How Power Scarcity Rewrote the Rules for Hyperscalers

The relentless digital expansion that once seemed boundless has finally slammed into a very physical and unyielding wall: the electrical grid. This year, the technology industry discovered that the infinite ambition of the digital world must now contend with the finite resources of the physical

Vantage Begins Construction on $15B Wisconsin AI Hub
Infrastructure Vantage Begins Construction on $15B Wisconsin AI Hub

A monumental $15 billion investment is set to transform a 674-acre site in southeastern Wisconsin into one of the world's most powerful hubs for artificial intelligence, marking a pivotal moment for the Midwest's technological landscape. Vantage Data Centers has officially broken ground on its

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