Datacenters

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Parsing Arista’s Latest Results and Guidance

It’s all good, but the market is ravenously hungry

A Tale of Three Earnings Reports: Microsoft, Alphabet, and Meta

One is at more risk than the others

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Ethernet Strikes Again

A comforting constant in an ever-changing world

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

Datacenters in Space: Not a Sitcom, but Maybe It Should Be

There’s no serenity now

We’re in a Strange New World

And we haven’t even figured out how to use AI gainfully yet

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much