Archive

The Rack Has Become the Data Center

One company has the tools to solve multiple data-center issues...

• NVDA
• VRT

How to Profit From the $1 Trillion Memory Crunch

Memory is one of the biggest bottlenecks of the AI build-out...

• AMAT
• LRCX
• MU
• NVDA

AI Is Running Into a Power Problem

Power is now becoming just as important to AI companies as chips and servers...

A Pocketknife, a Skeleton Crew, and 700 Server Racks

The "move fast and break things" mentality is a hallmark of Elon Musk's leadership...

• SPCX
• TSLA

The AI Boom Is Booked Into the Future

This company's improved outlook is a clear signal that the AI infrastructure cycle still has a lot of room to run...

• 005930.KS
• ASML
• INTC
• NVDA
• TSM

One Shovel Scoop and an AI Bottleneck

One poor scavenger with a shovel exposed how fragile this whole system was...

AI Is Stress-Testing Its Own Physical Infrastructure

As the AI boom marches on, data-center operators are rethinking everything...

• NVDA

The AI Build-Out Is Heading for Orbit

AI data centers in space could be the solution to Earth's infrastructure limits...

The Playbook Behind a $78 Billion Aerospace Empire

This aerospace supplier went from its heyday to an all-out panic...

• TDG

A $400 Billion Pairing Rattles the Market

This Big Pharma deal would surpass the $74 billion Celgene acquisition from 2019...

• AZN
• BMY