Data Centers

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

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

Behind the silent hum of servers processing the world's information lies a complex and potentially hazardous industrial environment where the convergence of high-voltage electricity, heavy machinery, and critical operations demands an unwavering commitment to safety. These facilities are the

A once-unseen utility has now dramatically seized the spotlight in digital infrastructure development, fundamentally altering where and how the world's data centers are built. The relentless search for land and fiber has been overshadowed by an even more critical hunt for megawatts, forcing a

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

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