Data center

Energy

Baker Hughes Undergoes an AI Makeover

Photo via Peter Bennett/Citizen of the Planet/Newscom

The company said this year that it is on track to double its data center-related orders to $3 billion in the three years through 2027.

1 min read

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Advisor Upside

How Advisors Are Finding Opportunities in Private Real Estate Right Now

Advisors see some buy-the-dip potential, many are taking a measured approach, weighing the asset class’ illiquidity and performance.

2 min read
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Artificial Intelligence

Nvidia’s GTC Highlights Power-Hungry Chips’ Need for Energy-Efficient Solutions

Like phones and laptops, artificial intelligence data centers have to be kept below a certain temperature to keep running.

2 min read
Photo via Lance Jording/ZUMAPRESS/Newscom

Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read

Big Tech

Why Apple No Longer Trades Like a Tech Firm

Photo via Abaca Press/Lafargue Raphael/Abaca/Sipa USA/Newscom

As the rest of Big Tech embark on one of the greatest capex ventures in human history, Apple is practically spending pennies by comparison.

2 min read

Indicators

US Manufacturing Activity Grinds to 14-Month Low

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US factory activity contracted for the tenth straight month in December, according to the latest Institute for Supply Management survey.

2 min read

Big Tech

Can Google Conquer Its Nvidia Dependency?

Photo via Sipa USA/Newscom

Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

2 min read

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