Alphabet has an edge in cloud computing given its vertical integration with both hardware and software. The company's custom chips could become a big advantage as the market shifts toward inference.

Core Scientific is rapidly transitioning from BTC mining to a leading AI HPC infrastructure provider, leveraging its 1.3 GW data center footprint. Initiate CORZ as a strong buy, citing undervaluation ...

In the gen AI era, raw horsepower isn’t enough. Energy-efficient, holistic stacks are the key to scaling AI sustainably and affordably. AI is reshaping digital business at breakneck speed, but its ...

The AI infrastructure boom is just starting to pick up steam, making it one of the most attractive sectors to invest in right now. UTG is my favorite fund in the space. I detail why. Looking for a ...