In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.

But the chipmaker has a new stock in its portfolio -- and I think it's one to watch this year. Nebius specializes in outfitting data centers with architectures for AI chipware. It's currently ...

only to add 4,000 MW more following its acquisition of Energy Harbor Corp. The potential for data center demand is at the forefront of the narrative around the stock. For example, Vistra Chief ...

Learn More » That's why any stock related to the investment theme took a hit, from power generators to chip designers to power equipment suppliers. Data center equipment companies like Vertiv ...

Microsoft's stock slipped on Monday after an analyst note last week said the company was canceling some data center leases in the US.Drew Angerer/Getty Images; Chelsea Jia Feng/BI Microsoft's ...