Should data center demand continue to grow at breakneck speed in the years to come, a significant shortage of power relative to data center needs is all but inevitable. While this doesn't bode well ...

Power Solutions International is deeply undervalued despite robust earnings growth and a strategic pivot toward high-margin ...

Power Solutions International has pivoted to AI infrastructure and data center power systems, driving a visible turnaround in financials. PSIX fundamentals have improved, warranting an upgrade in ...

AI data centers dominated PowerGen, revealing how inference-driven demand, grid limits, and self-built power are reshaping ...

Plug Power’s (PLUG) stock whipsawed Tuesday after the hydrogen firm announced plans to raise cash by selling electricity rights and partnering with AI data centers. PLUG shares swung between $2.93 and ...

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors said that as AI infrastructure investment ...