Data Center Frontier

From Silicon to Cooling: Dell’Oro Maps the AI Data Center Buildout

New research from Dell’Oro Group shows how AI is impacting the entire data center infrastructure stack, from record ...

The Rise Of Distributed Data Centers In The AI Era

For decades, the data center was a centralized place. As AI shifts to an everyday tool, that model is changing. We are moving ...

When AI Meets The Grid: Designing Data Centers For The Real World

News cycles are increasingly dominated by debates about AI’s impact on power systems, consumer energy prices, grid emissions ...

Palantir, Nvidia, and Dell Climb on Sovereign AI Data Center Deal

(PLTR, Financials) shares gained Wednesday after U.K. based Sovereign AI chose the company, along with Nvidia, ...
Morningstar

Data Center Capex Up 59 Percent on Continued AI Investment in 3Q 2025, According to Dell'Oro Group

REDWOOD CITY, Calif., Dec. 18, 2025 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for market information about the telecommunications, security, ...