VRT vs. SMCI: Which Data Center Infrastructure Stock Is a Better Buy?

Vertiv's revenues jump 30%, margins expand, and cooling capabilities increase via ThermoKey, helping it stand out against Super Micro Computer in AI data centers.
Bisnow

With Speed At A Premium, Big Tech Data Centers Are Going Modular

After years of custom‑built facilities, data center developers are charging into modular construction. The shift is accelerating delivery timelines — and creating a new set of headaches for the teams ...
CNBC

Modular data center builder Armada raises $230 million, to build Arizona factory with new investor Johnson Controls

Armada has raised a $230 million Series B round from investors at a $2 billion valuation and signed a manufacturing deal with Johnson Controls to build modular AI data centers in Arizona. The ...

Super Micro Computer (SMCI) A Data Center Stock Cheaper Than the S&P

Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures high-performance servers, storage systems, and networking ...
POWER Magazine

Energizing AI: How Modular Substations Alleviate Data Center Power Bottlenecks

Data center developers have mastered server density and cooling, but power interconnection remains stubbornly slow. Modular substations built in factories rather than fields are emerging as the most ...

Tesla quietly files Megapod trademark — an AI data center play that could see Elon Musk challenging Nvidia's dominance

Tesla Inc. TSLA wants to sell modular artificial intelligence data center hardware, according to a new trademark application for a product called "Megapod," which points to the automaker’s next ...