AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.

Jensen Huang says the AI bottleneck isn't chips, it's skilled workers, and one infrastructure company may be perfectly ...

As some investors look past chip winners like Nvidia and the memory names, attention is shifting to a less glamorous corner ...

Applied Digital pivots from crypto mining to AI data centers with hyperscaler leases, a $36B contract value, and growth ...