When Wall Street talks about investment into US infrastructure, the future of AI data centers is usually at the top of investors' minds these days. Goldman Sachs Chairman of Infrastructure Goldman ...
I rate Sterling Infrastructure a Strong Buy, driven by its pivotal role in AI and the data center infrastructure buildout. STRL's E-infrastructure segment saw 29% revenue growth and record margins, ...
For a long time, IT infrastructure was seen as something behind the curtain. It was important, but you rarely thought about it unless something broke. It was the strong floor under your feet, not the ...
In the fast-changing digital era, the need for intelligent, scalable and robust infrastructure has never been so pronounced. Artificial intelligence is predicted as the harbinger of change, providing ...
When we talk about disasters, we often default to the language of nature. We describe storms as "unprecedented," floods as "once-in-a-century," and heat waves as "record-breaking." While these ...
Here's a statistic that should alarm every C-suite leader: 60 per cent of IT outages cost organisations over USD 100,000, with 15 per cent exceeding USD 1 million. Yet despite this staggering ...
AI infrastructure spending is reshaping North American portfolios, with hyperscalers pouring record capital into data centres, compute capacity, and model training ecosystems ・Asus (OTC Pink:ASUUY) is ...
AI infrastructure market performance remains strong going into the second half of 2025. Our preliminary analysis of approximately 160 AI infrastructure market participants indicates the market is ...