AI Data Centers

Artificial Intelligence

Bill Gates-Backed Fervo Energy Joins Firms Profiting From Data Center Buildout

Photo via Fervo Energy

AI data center buildouts can do wonders for unexpected companies, as shown by the experiences of Generac and HVAC firm Comfort Systems.

2 min read

Photo via Simon Shin / SOPA Images/Sipa USA/Newscom

Technology

Dell Buoys AI Trade Amid Looming Chip Shortages

Dell boosted its full-year 2027 revenue outlook by $25 billion to $192 billion — nearly $18 billion more than the Wall Street consensus.

2 min read
Photo via Sheldon Cooper/ZUMAPRESS/Newscom

Artificial Intelligence

GE Vernova, Vertiv Pull Powerhouse Profits from Hyperscalers’ Data Center Investments

GE Vernova stock jumped nearly 14% Wednesday following the earnings report, widening the past year’s gains to 246%.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Alptraum via iStock

Energy

Sweating It Out: Data Centers Plus Summer Heat Raises Power Bills, Blackout Risk

The US electrical grid isn’t ready for the double whammy of peak air conditioner usage and peak data center power needs. What happens now?

4 min read

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