Shares for leading US chip firm Nvidia dropped by almost 17% on Monday after the emergence of DeepSeek stunned Silicon Valley.
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud ...
While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power.
The artificial intelligence (AI) boom has sent ripples across the tech world, driving record-breaking demand for data centers ...
Barclays analyst Brendan Lynch has believed that data center multiples were vulnerable to any shift in narrative around artificial intelligence ...
Investment bank reckons gas is best placed to quickly fill crucial 'baseload' gap needed to supply booming demand ...