Fisackerly says estimates are no longer that AWS will invest $10 billion into their data centers; the new figure is closer to $16 billion and could go as high as $20 billion.

Nvidia (Nasdaq: NVDA) said in April that they plan to invest $500 billion over the next four years to build AI super computers in the U.S., through partnerships with TSMC, Foxconn, Wistron, Amkor and ...

AES Corp.'s growth in data center partnerships is promising. Solar and wind make up 66% of AES's renewables revenue. See what ...

NBIS surges 25.5% as it ramps up AI infrastructure investment, but AMZN's AWS still dominates with a $117B run rate.

The news these days is distracting even for Wall Street's best, like Alger Funds' star stock picker and portfolio manager Patrick Kelly, who kept watch on Iran-Israel headlines while sharing secrets ...

Discover how to transform your personal digital footprint into profit using AI technology and emerging data monetization ...

South Korea's IGIS Asset Management plans to invest $1.3 billion to build two AI data centers in Busan, about 280 miles ...

Jabil (NYSE:JBL) jumped after presenting third quarter fiscal 2025 results and outlook that crushed expectations as the ...

Credo Technology, specializing in AI networking, is a lesser-known but significant beneficiary of the AI investment surge.

Semiconductor firm Advanced Micro Devices saw its shares rise amid rumors of a major score with a key partner. Nevertheless, competition in the space is fierce, sparking trading relevance for Direxion ...

Coralogix plans to increase the size of its India head office in Gurgaon, set up an office in Bengaluru, and expand teams ...

Investors aren't yet giving it enough credit for its part in the artificial intelligence (AI) boom. Amazon's free cash flow should rebound in force as large AI capital investments begin operations.