xData infrastructure vendor Fivetran signed a definitive agreement this week to merge in an all-stock deal with dbt Labs. It is the third merger or acquisition for Fivetran in the last five months.

Anthropic PBC today announced a $50 billion plan to build data centers in the U.S. The initiative will see the artificial intelligence provider open facilities in Texas and New York next year. It ...

The global competition to develop large AI models has been characterized by discussions concerning high-performance accelerated computing chips and advancements in software. However, this digital ...

Alphabet framed the deal as part of a broader push to expand reliable energy supply for data centers without pushing grid ...

As AI workloads scale, data center infrastructure faces mounting pressure from power demand, grid constraints and cooling ...

Celestica has transformed into a design-centric platform integrator, occupying key control points in AI data center infrastructure and rack-scale integration. CLS benefits from surging hyperscaler ...

The world's largest asset manager is continuing its push into the digital infrastructure space, striking a deal for a new partnership targeting data center development. BlackRock’s Global ...

Stop guessing and start optimizing. DCIM provides real-time visibility into power, cooling, space, and asset health to reduce costs, increase reliability, and future-proof your capacity planning. Data ...

Their exits may strain Microsoft’s push to expand AI capacity as energy constraints and infrastructure bottlenecks increasingly dictate the pace of cloud growth. Microsoft has lost two senior data ...

I recommend the Global X Data Center & Digital Infrastructure ETF with a "Buy" rating, targeting a 2%-3% portfolio allocation. DTCR offers focused exposure to data center and cellular tower REITs, ...