As a reminder, back in my previous Taiwan Semi update, I indicated why it was time for me to upgrade the stock. Unfortunately ...

Buy Netflix (NFLX). The selloff is driven more by “engagement transparency” optics than by fundamentals: revenue/guidance misses were small, and Netflix is still growing viewing hours (+2% H1 YoY) ...

Environmental movement Extinction Rebellion (XR) has protested a Microsoft data center project in Amsterdam by pelting it ...

Across the country, people have been up in arms about the increasing ubiquity of AI data centers, but now a proposal to build ...

The Majorana 2 quantum chip embodies Microsoft's efforts to use a topological architecture to pursue fault-tolerant quantum ...

It's a near-constant noise like an idling passenger jet engine, every day. The data center is offering to buy out the most ...

New York Governor Hochul signed a one-year moratorium on hyperscaler data centers requiring 50 MW or more, impacting crypto ...

This is the first article in a three-part series examining types of “noise” in measurements that corrupt knowing the true ...