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US power companies scramble to secure equipment as surging data center demand strains supplies
By Kavya Balaraman July 9 (Reuters) - Skyrocketing demand from artificial intelligence data centers is exacerbating shortages ...
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ANET, CLS, EXTR, LITE stock in focus — UBS sees data center investments to drive demand, but supply constraints persist
A UBS research note indicates that while skyrocketing investments in data center infrastructure are fueling strong order backlogs for major tech hardware suppliers, persistent component shortages ...
AI data centers are exploding, impacting equipment availability. Find out the causes and how to stay ahead of the curve in ...
With AI entering the scene and transforming the industry, data centers must be designed with flexibility while still ...
Arista Networks (ANET), Fabrinet (FN), and Ciena (CIEN) stand out as bullish names heading into earnings, as investors are prioritizing AI data center components that are in short supply, such as ...
How data center liquid cooling solutions and telecom cable compounds support reliable, scalable infrastructure as AI workloads grow.
The United States is on track to invest more than $2.7 trillion in data center infrastructure by 2030, with semiconductors representing approximately 54 cents of every dollar spent. The Trump ...
After years of custom‑built facilities, data center developers are charging into modular construction. The shift is accelerating delivery timelines — and creating a new set of headaches for the teams ...
A data center could get more solar power and be kept much colder in space, but it would be extremely difficult to repair and ...
The chief executive of GE Vernova said AI facilities are driving a sales surge for gas turbines and other components. Data centers bought more electrical equipment in the first three months of 2026 ...
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