Micron Technology crossed $1 trillion in market capitalisation for the first time on May 26, after shares surged as much […]

Micron Technology crossed $1 trillion in market capitalisation for the

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HFCL’s stock hit a fresh 52-week high on May 27 after surging 154% in

Microchip Technology is positioning itself at the center of one of the AI infrastructure

Cerebras CEO Andrew Feldman said on May 27 that the AI sector has done

Europe’s battery storage race is entering a new phase as infrastructure capital shifts from

Tekcapital plc is pushing deeper into AI infrastructure with the launch of Vesari Inc.,

A weekend storm exposed one of the less-discussed risks of the AI infrastructure buildout:

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Nokia has launched a new AI Networking Innovation Lab in Sunnyvale, California,

Electric Era is taking the battery systems originally designed for EV fast-charging

Vertiv reported first quarter 2026 revenue of $2.65 billion, up 30% year

Google confirmed at I/O 2026 on May 19 that it expects to spend approximately $180 to $190 billion in capital

Power delivery has become the defining bottleneck shaping how quickly cloud providers can scale new capacity. That pressure is now

Industry Intelligence

The next phase of data infrastructure will not be defined by how fast

As AI accelerates infrastructure demand, power delivery is becoming the defining constraint of

The global AI race is being fought on multiple fronts- in semiconductor fabs,

52% of UK IT leaders cite rising power costs as top data centre

Artificial intelligence (AI) workloads are surging, environmental regulations are changing, and the continued

Speed has become the defining currency of the AI era. But in the

Quantum computing has become one of the technology sector’s most aggressively marketed ambitions.

There is a useful test for whether something has become critical national infrastructure.

The language surrounding artificial intelligence still sounds familiar to the internet economy that

Europe’s AI Narrative Is Colliding With Infrastructure Reality Europe’s digital economy has entered

Every major technology investment cycle in history has produced two things. First, a

On March 4, 2026, the White House gathered the technology industry’s most powerful

The power models underpinning every major grid plan, capacity commitment, and power purchase

The loudest battles in semiconductor manufacturing no longer happen inside lithography chambers or

The strange part about the modern infrastructure economy is not how quickly AI

There is a utilization problem sitting in the middle of the neocloud market

India’s colocation market is one of the fastest-growing in the world right now,

GPU utilization numbers moved unpredictably between departments, while inference demand climbed during customer

Malaysia Data Centers Surge as Power Availability Reorders Asia’s Digital Infrastructure Asia’s data

The AI infrastructure buildout of 2023 and 2024 prioritised training workloads. Hyperscalers and

Regulators, utilities, and environmental groups across North America’s largest data center corridors are

Europe’s push to secure leadership in artificial intelligence is colliding with a new

The power purchase agreement has become the most strategically important contract in AI

For four decades, direct air cooling was the default and dominant thermal management

A cooling leak rarely announces itself where the damage actually begins. Operators notice

The Gulf is in the middle of one of the most ambitious AI

A decade ago, sustainability conversations inside the technology sector often lived inside polished

A decade ago, the physical identity of a data center felt relatively easy

Nearly every company building AI infrastructure has placed a number in its financial

Land, power corridors, fiber routes, and permitting mechanisms are already advancing across Casablanca,

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