Crusoe: Cloud Company or Construction Kingpin?
As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.
Will Enterprises Struggle to Soak Up the AI Boom?
AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.
Stargate Mysteries Multiply
Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.
Elliott Now Eyeing Equinix
Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen.
Vector Databases Get Attention, and Amazon Follows
Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing.
