Equinix is far and away the largest data center REIT in the world. The company has a market cap of $72 billion and operates ...
Investors are shifting focus from chip makers like Nvidia to infrastructure 'pick-and-shovel' companies supplying power, ...
Artificial intelligence (AI) may grab the headlines, but the quieter money in this cycle has been flowing into the ...
"We forecast that data center capacity will need to more than double by 2028," Moody's says.
Hard-drive lead times have gone from a few weeks to more than a year due to AI demands, and enterprise flash storage prices are expected to rise with surging demand. After GPUs, storage capacity has ...
CEO Steve Schwarzman put a $100 billion tally on Blackstone's data-center business, putting it on pace to become the firm's single-largest asset.