The data center backlash
Voters in both blue and red states are rallying against AI infrastructure projects—and winning
GE Vernova's gas turbines aren't the only way it's winning from the AI boom
Electrification secured $2.4 billion in data center equipment orders during the first quarter of 2026, beating the segment's total for all of 2025.
Anthropic signs lease for TeraWulf data center in Kentucky
TeraWulf is a crytpo mining company that has pivoted to AI data center infrastructure. Its stock is up more than 80% this year.
An Investment Firm Shares an Under-the-Radar AI Play
Kerrisdale Capital revealed a bullish position in Regal Rexnord, emphasizing its exposure to hot AI plays in robotics, and data centers.
SpaceX's AI boom comes with a perk for Memphis residents: half-price for Starlink
SpaceX is offering Memphis residents a 50% Starlink discount amid AI expansions, linked to xAI's Colossus data center in the region.