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Microsoft is collaborating with Caterpillar to power a major AI data center in West Virginia, marking a significant step in its AI infrastructure expansion. This partnership highlights Microsoft's commitment to enhancing its AI capabilities and positioning itself as a key player in the burgeoning AI market. The move could strengthen its competitive edge against other tech giants.
Latest News
| Title | Published |
|---|---|
Stocks Can’t Recover While Oil Prices Surge. Why the Fed’s Unlikely to Help. Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day. | about 8 hours ago |
Big Tech’s Huge Conglomerate Premium Remember when Jack Welch brought good things to life? During their 1960s heyday, conglomerates were even hotter and they took advantage by using their lofty stock prices to buy hundreds of often unrelated businesses. “It’s the smart thing to do,” says Que Nguyen, chief investment officer for equity strategies at Research Affiliates. | about 8 hours ago |
Germany seeks doubling of AI data centres by 2030 Germany plans to encourage investments in data centres to at least double domestic capacity and to boost artificial intelligence data processing at least fourfold by 2030, the government said on Tuesday. In a bid to catch up with the dominant players the United States and China, digital minister Karsten Wildberger proposed a range of measures, including dedicating land for development, that ministers are due to approve on Wednesday. ($1 = 0.8640 euros) | about 8 hours ago |
Data Center Capex Surges 57 Percent in 2025 as AI Deployments Accelerate, According to Dell'Oro Group According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data center capital expenditures increased 57 percent in 2025 as AI deployments, complemented by general infrastructure investments, accelerated. We project hyperscalers and AI model developers to sustain strong capex momentum in 2026. | about 9 hours ago |
The Invisible Metals Powering a Trillion-Dollar Economy America’s advanced weapons systems and multi-trillion-dollar civilian technology sectors depend on rare-earth magnet supply chains long dominated by China, prompting a strategic push to restore domestic metallization capacity. | about 9 hours ago |
VIPRE Security Group Partners with Microsoft to Deliver Unified Email Security Defenses VIPRE Security Group (VIPRE), a global leader in cybersecurity, privacy, and data protection, today announced a new integration with Microsoft Defender for Office 365. The collaboration brings VIPRE Integrated Email Security (IES)—its advanced, cloud-based detection engine for identifying malicious and suspicious email activity—directly into Microsoft's ecosystem, providing organizations with stronger, unified protection. | about 9 hours ago |
Prediction: This Unstoppable Vanguard ETF Will Crush the S&P 500 Again in 2026 The information technology sector is home to artificial intelligence stocks like Nvidia and Palantir Technologies. | about 10 hours ago |
Stocks Can’t Recover While Oil Prices Surge. Why the Fed’s Unlikely to Help.
Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.
Big Tech’s Huge Conglomerate Premium
Remember when Jack Welch brought good things to life? During their 1960s heyday, conglomerates were even hotter and they took advantage by using their lofty stock prices to buy hundreds of often unrelated businesses. “It’s the smart thing to do,” says Que Nguyen, chief investment officer for equity strategies at Research Affiliates.
Germany seeks doubling of AI data centres by 2030
Germany plans to encourage investments in data centres to at least double domestic capacity and to boost artificial intelligence data processing at least fourfold by 2030, the government said on Tuesday. In a bid to catch up with the dominant players the United States and China, digital minister Karsten Wildberger proposed a range of measures, including dedicating land for development, that ministers are due to approve on Wednesday. ($1 = 0.8640 euros)
Data Center Capex Surges 57 Percent in 2025 as AI Deployments Accelerate, According to Dell'Oro Group
According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, worldwide data center capital expenditures increased 57 percent in 2025 as AI deployments, complemented by general infrastructure investments, accelerated. We project hyperscalers and AI model developers to sustain strong capex momentum in 2026.
The Invisible Metals Powering a Trillion-Dollar Economy
America’s advanced weapons systems and multi-trillion-dollar civilian technology sectors depend on rare-earth magnet supply chains long dominated by China, prompting a strategic push to restore domestic metallization capacity.
VIPRE Security Group Partners with Microsoft to Deliver Unified Email Security Defenses
VIPRE Security Group (VIPRE), a global leader in cybersecurity, privacy, and data protection, today announced a new integration with Microsoft Defender for Office 365. The collaboration brings VIPRE Integrated Email Security (IES)—its advanced, cloud-based detection engine for identifying malicious and suspicious email activity—directly into Microsoft's ecosystem, providing organizations with stronger, unified protection.
Prediction: This Unstoppable Vanguard ETF Will Crush the S&P 500 Again in 2026
The information technology sector is home to artificial intelligence stocks like Nvidia and Palantir Technologies.