AI, Trump and Action Plan
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The Oak Ridge Reservation and 3 other sites are "well-situated for large-scale data centers, new power generation, and other necessary infrastructure."
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Investor's Business Daily on MSNAI Data Center Plays, DoorDash Lead Five Stocks Near Buy Points
DoorDash made a bullish move Friday. Meanwhile, Argan and Constellation Energy have exposure to AI data centers.
Bloom Energy surged on AI hype and an Oracle deal, but valuation looks stretched and risks are rising ahead of earnings. Read why BE stock is downgraded to sell.
ComEd customers viewing their bill for this current billing cycle were hit with sticker shock, and it's not only the hot weather that's contributing.
7hon MSN
If I Could Buy Only 1 Nvidia-Backed Data Center Stock, This Would Be It (Hint: It's Not Nebius)
First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the business with its new, budding data center infrastructure operation. For this reason, investors are likely applying a discount to Oracle relative to a high-growth AI stock such as CoreWeave.
After a recent auction to determine what those payments to power companies will be in 2026, it appears that electricity customers will not get a break from high bills anytime soon. In fact, signs point to even higher electric bills by the middle of next year.
Last week, Nvidia CEO Jensen Huang said it would soon resume selling its H20 chips to China after a breakthrough with the Trump administration on regulations.
The startup packs portable pods and shipping containers with servers capable of providing a megawatt of compute capacity.