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Coherent's AI datacom demand and next-gen optics drive growth. Our model predicts 12% FY26 revenue rise and a 490bps margin ...
In a note to clients on Monday, Bernstein analysts said the hyperscale cloud market remains on a strong, long-term growth path, with generative AI now taking center stage as the primary revenue driver ...
The current AI race has reached a bottleneck that can be relieved only by new sources of electrical generation. Read more ...
Data Center Colocation Market by Service Type (Traditional and Managed), Service Scale (Retail and Wholesale), Workload Type ...
MANILA, Philippines - Growing demand for data centers might spur new power projects in the Philippines, which lags in ...
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Zacks Investment Research on MSNHow Oklo Plans to Power the AI & Cloud Boom With Nuclear EnergyAmong the customers that Oklo Inc. OKLO is actively engaging with are companies that operate large data centers. Since data ...
While the EU and the UK have taken different regulatory paths, from evolving data governance frameworks in Brussels to post-Brexit policies in Westminster, both face the same challenges: ...
Due to their advanced stage of construction and the large components onsite, South Carolina's VC Summer 2 and 3 are in prime ...
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