US companies have issued nearly $1.7 trillion in bonds so far this year, up 27% from the same period a year ago, according to SIFMA data, driven by AI infrastructure buildout by hyperscalers, data-cen…
Vertiv Holdings, Equinix, and Digital Realty Trust raised full-year 2026 guidance on accelerating AI demand, with Vertiv reporting Q2 net sales of $3.274 billion, up 24% year over year, and Equinix ad…
Soros Fund Management's Q2 2026 13F filing reveals a $497 million cluster of AI infrastructure investments across five under-followed names, led by a $96.9 million stake in Digital Realty Trust and a …
Community resistance is bottlenecking data center growth, threatening AI infrastructure expansion, Morgan Stanley warns. In 2026, numerous communities have enacted moratoriums, including New York's st…
New York Gov. Kathy Hochul signed an executive order enacting the nation's first statewide moratorium on large-scale AI data centers, pausing construction of facilities with power demands of 50 megawa…