Earlier this month, Chevron announced a partnership with Microsoft and power developer Engine No. 1 to develop natural gas-powered generation projects that could eventually supply up to 4 gigawatts of ...

ELS, REXR, EPRT, VICI & AMT—discounted valuations, strong balance sheets, and return targets. Click here to read more.

Report establishes guidelines for a data foundation that will enable organizations to standardize and operationalize ...

Nvidia is the infrastructure leader in AI model training and is in a good position for inference and agentic AI. Amazon has two world-class businesses with its AWS cloud computing unit and its ...

Cloud computing giants increasingly prefer to use custom-designed application-specific integrated circuits to handle some of their AI workloads. Marvell's data center chip business is growing at ...

Wall Street increasingly believes that the build-out of AI data centers could drive one of the largest expansions in power demand in decades. According to Goldman Sachs, as hyperscalers race to build ...

I began covering the data center REIT sector around 2012. At the time, data centers were still considered a niche corner of the REIT market, as many investors simply viewed them as highly specialized ...

SEATTLE, WA, May 11, 2026—TDWI Research has released a new original research report that explores current levels of readiness for agentic AI. Based on assessment data as well as expert interviews, the ...

Fern Halper, Ph.D., is vice president and senior director of TDWI Research for advanced analytics. She is well known in the analytics community, having been published hundreds of times on data mining ...