Fears of an AI data center bust were stoked by Microsoft and Amazon headlines, but if anything, massive spending remains the ...

We are consuming more AI than the rest of the world,” Microsoft Asia president Rodrigo Kede Lima notes. “The region is ahead ...

Three companies that are down more than 30% from their all-time highs and look like excellent buys are Nvidia ( NVDA 4.11%), ...

"We continue to see accelerated scaling of AI deployments across the data center market," Vertiv said ... and "further rebalancing of global supply chain by sourcing from no- or low-tariff ...

This article is part of "How AI Is Changing Everything: Supply Chain," a series on innovations ... the power-semiconductor and data-center sectors — which manufacture and supply technologies ...

Sprawling, power-thirsty data centers have become ... senior delivery principal and supply chain transformation Leader at Slalom Consulting. In the short term, AI and cloud providers will need ...

Sprawling, power-thirsty data centers have become ... senior delivery principal and supply chain transformation Leader at Slalom Consulting. In the short term, AI and cloud providers will need ...