We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against Coatue’s other most ...

Power companies' stocks have been flying of late, tethered to the AI promise — and its lofty power needs. But this week's ...

With new US firm Stargate announcing a half trillion-dollar investment in artificial intelligence, and China's DeepSeek shaking up the industry, what does it all mean for AI's environmental impact?

Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no ...

Microsoft is stuck in an infrastructure investment arms race that could lead customers to ask difficult questions about costs ...

MICHAEL BROWN is a Partner at Shield Capital, a Senior Distinguished Fellow at the Institute for Security and Technology, and ...

Gov. Shapiro said he wants to fast-track construction of power plants in Pennsylvania, and keep pace with other states that ...

At the end of 2023, the state of New Jersey and Princeton University announced plans to establish an AI Hub in collaboration with the New Jersey Economic Development Authority (NJEDA) to drive ...

Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.

Enterprise AI workloads and OpenAI training consumed Azure resources last year. “We have been short power and space,” CFO Amy ...

Data center operator DataBank has raised $250 million in an equity investment and an additional $600 million in a secondary ...