In a geopolitical chess game with billions at stake, Saudi Arabia, the U.S. and Nvidia all have something to gain.

AI data centers are rapidly expanding in water-stressed regions, raising concerns over their massive water use and impact on local communities.

Microsoft may also realize growth in its integrated IT/OT offering as manufacturing reshoring occurs. Click here to read my most recent analysis of MSFT.

With a current market cap of $36.1 billion, Vertiv would trade on 28 times and 22.5 times FCF in 2025 and 2026. That's not outstandingly cheap, but it will look like a good value if the trend toward accelerating AI/data center demand continues.

US President Trump moves to ease AI chips export rules, letting nations like Saudi Arabia negotiate access while aiming to prevent tech diversion to China.

Whether you realize it or not, you likely use AI technology in your everyday life. Through things like home assistants, smart thermostats or social media, a Gallup survey found 99% of Americans US an AI product on a weekly basis.

Electricity demand from data centers is expected to grow by 300% over the next decade. It will take utilities years to build the infrastructure to support that demand. Bloom Energy is ready to rapidly provide AI data centers with the power that they need.

It's not just power — artificial intelligence is making fiber connectivity a key factor in where data centers are built.

Environmental groups said gas turbines powering Elon Musk's xAI data center are polluting air in Memphis, and they fear other data centers will do the same.

Constellation Energy is increasingly focused on potential data center projects that connect to the U.S. electrical grid in a pivot away from the company's previous emphasis on fueling the giant server warehouses directly from its power plants,

OpenAI is reportedly considering developing new data center capacity in the United Arab Emirates, which would expand its footprint in the region, according to a report by Bloomberg. However, the U.S.