After a fundraising round that pinned the AI startup’s value at more than $60 billion, Anthropic (ANTH.PVT) has enjoyed a vigorous run. The company notched an early court victory over a copyright lawsuit with implications for AI’s future, and now it stands in contention to power Apple’s new version of Siri. That would place Anthropic’s…

At Applied Digital’s Ellendale, North Dakota campus, BASX is deploying bespoke free cooling chillers — optimized for cold-climate operation, reducing power demand, and requiring zero water consumption REDMOND, Ore., June 30, 2025 /PRNewswire/ — BASX, a leader in advanced cooling and custom solutions for data centers and mission-critical environments, and a wholly owned subsidiary of AAON, Inc. (Nasdaq: AAON), a leading provider…

The artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, Applied Digital Corporation (NASDAQ: APLD) has made a bold pivot to position itself as a key contender. This strategic shift has captivated investors, fueling significant stock price volatility and placing…

Executive Summary / Key Takeaways A New Architecture for the Power-Hungry Future Enovix Corporation is not just another battery company; it is built on the premise that the conventional lithium-ion battery architecture is reaching its fundamental limits, particularly in the face of rapidly increasing power demands from modern consumer electronics and emerging technologies like artificial…

Enovix Corporation (ENVX) is a developer of advanced silicon-anode lithium-ion batteries. As an investor, you should keep in mind that it was Elon Musk who in 2022 alluded that silicon anodes would be the next step-change in battery technology and how hard it would be to accomplish. You should also be confident that Enovix has a core…

Exhibitors and experts at CES 2025 believe smart glasses, such as Ray-Ban Meta eyewear, could be the next big computing platform. LAS VEGAS — The next big computing platform could be right in front of your face — or on it. Exhibitors and experts at the CES 2025 tech trade show believe smart glasses, such…

Dario Amodei — CEO of Anthropic, one of the world’s most powerful creators of artificial intelligence — has a blunt, scary warning for the U.S. government and all of us: Why it matters: Amodei, 42, who’s building the very technology he predicts could reorder society overnight, said he’s speaking out in hopes of jarring government and fellow AI…

When Microsoft (MSFT) pulled the plug on planned data centers in Ohio last month and a Wells Fargo (WFC) report suggested Amazon (AMZN) Web Services was reconsidering some leases, market watchers quickly diagnosed the symptoms: AI bubble concerns, demand uncertainty, and the inevitable cooldown after years of breakneck expansion. There was just one problem with that analysis: The companies building…

Soaring demand for AI data centers has ushered in a new area of growth. We explore these new opportunities for companies and investors across the value chain. The race is on to build sufficient data center capacity to support a massive acceleration in the use of AI. Data center demand1Demand is measured by power consumption to…

Forget models and GPUs. The future of AI belongs to those who control the megawatts, minerals, and infrastructure behind the scenes. On Friday, the U.S. government quietly did something historic: it officially tied the future of artificial intelligence to the future of nuclear power. Buried in the executive order were provisions that designate AI data…