Massive US data center delays and cancellations are good for these 3 AI stocks

More than half of U.S. data center builds have been delayed or canceled, making companies with existing artificial ...
Morningstar

Vertiv Announces Scalable, High-Capacity Double Stack Busway System that Preserves White Space for Growing AI Data Center Demands

COLUMBUS, Ohio, March 3, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced the expansion of the Vertiv™ PowerBar Track busway family with the ...

Data centers under fire test Gulf sovereign AI ambitions

Deep pockets and conviction will help the region in its push to become a global AI compute hub, despite the war.

AI data center startup Fluidstack in talks for $1B round at $18B valuation months after hitting $7.5B, says report

Fundraising is reportedly flowing for Fluidstack after it secured a $50 billion deal to build data centers for Anthropic.
SpaceNews

The race to build orbital data centers is missing its biggest variable: power

Here’s the version of the orbital data center story you keep reading: Elon Musk says space will be the cheapest place to run AI within 36 months. LoneStar announces plans for a ...

Got $5,000? 3 AI Supercycle Growth Stocks at Every Layer of the Stack.

This trio of elite companies dominates the AI supercycle, and will continue to win for the foreseeable future.
Data Center Frontier

Schneider Electric Maps the AI Data Center’s Next Design Era

Schneider Electric executives Marc Garner and Jim Simonelli outlined how AI infrastructure is forcing a deeper rethink of ...