A new industry forecast warns that most of the electricity being requested to power America’s artificial intelligence data centers will never actually be delivered, because a large share of the demand ...

U.S. data centers now use nearly 40% of global data center electricity as AI drives a historic surge in power demand, grid ...

The Ohio Manufacturers’ Association is raising concerns about the accuracy of data center energy demand forecasts and the negative effect an overestimation of those demands could have on the market.

According to MarketsandMarkets™, the space-based data center market is estimated to grow from USD 0.11 billion in 2026 to USD ...

Comfort Systems USA outlook: data center demand fuels revenue and margin surge, but growth may peak by 2026. Click for more ...

Aug 3 (Reuters) - Chipmaker Onsemi on Monday forecast third-quarter revenue above Wall Street expectations, betting on surging demand for power management chips used in AI data centers. Onsemi's ...

Rising AI workloads, retrofit demand, and interoperable building platforms are accelerating investment in cooling, automation, and predictive operations across commercial buildings.NEW YORK, Aug. 27, ...

As the world's leading semiconductor manufacturer, TSMC is arguably one of the best ways for investors to play long-term demand in AI data center infrastructure. The company makes an estimated 70% of ...

Most tech giants have been raising their AI capex forecasts. Microsoft is an outlier.

Qualcomm QCOM hosted an investor event focused on its emerging data center chip business. Qualcomm expects $40 billion in non-handset chip revenue in fiscal 2029, with $18 in adjusted EPS. The firm ...

Q2 FY2027 earnings call recap: record revenue, raised FY2027/FY2028 outlook, hyperscaler warrant impact & margins.