AI is my edge. Most investors know me for my firm’s Core Earnings research, a proprietary measure of earnings that adjusts for accounting tricks that mislead investors about corporate profits. The ...

AI-native infrastructure is moving from concept to operational reality, reshaping how organisations build, govern, and scale intelligence across their digital core.

As soon as online photo storage startup SmugMug Inc. heard about Amazon.com Inc.’s Simple Storage Service, an online data storage repository that debuted on March 14, 2006, “my eyes got all big,” ...

Demand for data center capacity to support AI, cloud computing, and internet services will continue to rise sharply in 2026. Most of this new capacity is pre-leased to large tech companies, or ...