This company is one of the best ways to get exposure to data center capital spending. Capital spending commitments typically result in increased orders for data center solution providers. The data ...

Data center contracts and the retail VPP give NRG a rare mix of visibility and margin strength. Cash flow generation supports both growth projects and aggressive buybacks without stretching leverage.

Data center CAPEX is projected to surpass $1.2T by 2029, fueled by hyperscaler AI infrastructure buildouts. The top six tech firms hold $2T in spending power, in my opinion, combining borrowing ...

Douglas McIntyre, Editor-in-Chief at Climate Crisis 24/7, explains how private equity and credit lenders are pouring billions into AI data centers, despite their massive energy consumption and ...