New tariffs on steel, semiconductors, and critical components stand to alter the cost structure of data center operations.

Enterprise IT leaders are trying to figure out if they should plan data centers outside of the US, but the changing nature of ...

U.S. President Donald Trump's sweeping reciprocal tariffs could hamstring Big Tech's billion-dollar efforts to build ...

Alibaba, benefiting from China's AI initiatives, has seen a 60.7% stock increase. Find out why I maintain my buy rating on ...

If the goal is to stand up new US industries, the rest of Trump’s agenda is at odds with his new trade barriers.

New Trump administration tariffs on imported goods could exacerbate a shortage of parts used by the energy industry ...

Chinese companies including ByteDance, Alibaba Group and Tencent Holdings have placed at least $16 billion in orders for ...

Amid the near-daily geopolitical chaos, a little-known Chinese startup backed by Hong Kong billionaire Peter Lee has been ...

Highlights of the Annual Results for the Year Ended December 31, 2024: With rising demand for chips from AI technology-related industries, AI chip orders from ...

The president has said the levies will be “lenient,” but money managers are on guard given the lack of specifics around what the next package of tariffs may include. In a hint of the potential ...

Xiao Li, a former real estate contractor who pivoted to AI infrastructure in 2023, has witnessed this transformation ...

China's rush to build AI data centers in 2023–2024 has collapsed into underused infrastructure, falling profits, and outdated ...