data centers

Autos

Stellantis’s Ambitious Overhaul Overshadowed by Ford’s Burst of Energy

Photo via Abaca Press/ANDBZ/Abaca/Sipa USA/Newscom

Stellantis’s $69.6 billion revival plan includes nine North American models priced under $40,000 and refreshes of a dozen others.

2 min read

Photo via Jim West/UCG/Universal Images Group/Newscom

Autos

Building Batteries for Data Centers Re-Energizes Ford Stock

In a note to clients on Tuesday Morgan Stanley analysts flagged Ford Energy as having the potential to be a $10 billion business.

2 min read
Photo via WLADIMIR BULGAR/SCIENCE PHOTO LIBRARY/Newscom

Semiconductors

Cerebras Challenges Nvidia’s Chip Dominance with Highly Hyped IPO

Cerebras says its chips can perform inference work faster than Nvidia’s GPUs, which are less specialized for inference work.

2 min read
Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom

Private Equity

Blackstone Sets Up New Division to Capitalize on AI Boom

The firm is investing in the plumbing that makes AI innovations possible, such as data centers and energy and digital infrastructure.

1 min read

Private Equity

Blackstone Shrugs off Private Credit Concerns amid AI Focus

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Concerns of AI disruption for software firms is had had investors yanking money from private credit funds, including Blackstone’s BCRED.

2 min read

Artificial Intelligence

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

Photo via Nvidia

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

2 min read

Energy

Utilities Soar On Surging Power Demand From Data Centers

Photo by Getty Images via Unsplash

The good times may not last as the dynamic between AI firms and utility companies draws bipartisan scrutiny.

2 min read

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